fintrack
UX / Mobile Interface protoyping / UX Research / Illustration / UI
FinTrack is a platform that consolidates all of a user's financial data from various sources into one intuitive interface. It offers advanced analytics and AI-driven recommendations to optimize investments and track financial progress. With an easy-to-use design, FinTrack simplifies connecting to income sources and helps users smartly plan their financial goals.
UX Designer
Project
App Design
Role
Year
2024
01 the challenge
The challenge is that while there are various apps for managing expenses and income, and others dedicated to savings and investments, there’s no platform that combines both. Users are forced to rely on separate tools for different aspects of their financial management, which creates a fragmented view. This lack of integration makes it difficult for individuals to get a comprehensive understanding of their financial situation, as their income, expenses, savings, and investments are not linked in one seamless experience.
02 research
Number of savings and investment channels
Most survey participants indicated that they have at least three different savings channels
Ready for a digital service that offers automated investment recommendations
Most users are very interested in a service that will provide them with automated investment recommendations.
The main challenges in managing savings
Most users have testified and reported difficulty in tracking their savings.
03 Research conclusions
04 Competitor research
05 Information hierarchy
06 wireframing
07 Design
Dashboard
A concise, intuitive screen that displays the user’s income, expenses, and financial products in one place, providing an overview of their financial health with personalized insights and recommendations.
Goals Setting
The user has not yet set any financial goals. The system invites them to begin the process and offers a clear prompt to start defining their objectives.
Goals Setting
The user follows an AI-powered wizard to define their financial goals. Based on their responses to guided questions, the system intelligently creates personalized goals, helping the user set clear objectives for their finances.
Goals Overview
The screen displays the user’s spending goals for each category, personalized based on their responses. It provides a clear breakdown of financial objectives, helping the user track and manage their progress towards each goal.
Investment Recommendation
The system suggests a relevant ETF for the selected category, offering the user a personalized investment opportunity based on their financial profile and goals.
Investment Amount
The user inputs the amount they wish to invest in the ETF, completing the investment process with a simple, guided entry.
