FinAssist - Personal Finance AI Assistant

The client approached our team with a request for assistance in the development of financial technology, along with hypotheses for the project’s direction. However, the client faced the issue of not clearly understanding which concept was currently relevant to pursue in the market and how the resulting products should be visualized.

Our team will work closely with the client to identify the most appropriate and practical solutions to these challenges, in order to ensure the successful development and implementation of the project.

The stages that we have planned and worked through, from strategy to visual outcome.

In order to proceed, we are required to analyze multiple possibilities for creating diverse financial products, conduct comprehensive market research, and strategically plan for our team’s next steps.

In addition, we must develop a visual component, incorporating detailed analytics, user testing, surveys, and prototypes, to ensure the highest quality of output. Ultimately, our objective is to construct four distinct platforms, each tailored to a specific use case.

This application is designed for financial management and assisting users in finding financial solutions.

It has various functions related to personal finance management, including expense tracking, budgeting, bill reminders, financial transaction reports, and more. In addition, the mobile app with a financial assistant can use savings tools such as rounding up to the nearest amount and transferring funds to savings accounts with better interest rates.

The application has a simple and intuitive interface that allows users to easily find their budget and track their finances. It can also suggest possible investment options and investments based on financial goals and risk profiles.

In general, a mobile app with a financial assistant is a convenient and efficient tool for managing personal finances and helping users achieve their financial goals.

To better understand the client’s needs and goals, our team will conduct a series of interviews and consultations to gather more information about the client’s business model and target audience. Through this process, we will be able to gain an understanding of the client’s specific pain points and goals and develop a tailored approach to achieve their objectives.

Throughout the development process, our team will maintain open communication with the client, providing regular updates on the progress of work and requesting feedback to ensure that the project is on track and meets their expectations.

According to research, 66% of consumers will respond to this with negative actions.

Only 9% of users will stay on a mobile site or app that doesn’t meet their needs.

At project commencement, it is necessary for designers and managers to conduct market research, competitor analysis, and define the target audience. Functional requirements and goals of each application should be identified to establish cohesive design themes and principles.

Designers will develop interface prototypes for each application to determine the required features and their integration within the user experience. These prototypes will be tested on actual users to obtain feedback. Based on this feedback, we will refine the prototypes and create four separate cases with analytics.

This financial mobile application allows users to store cryptocurrency in their wallet and jointly accumulate it with other users.

Users can view the current cryptocurrency exchange rate and track real-time changes. In addition, they can easily transfer their cryptocurrency to other wallets and accounts, as well as buy or sell cryptocurrency through an integrated exchange.

The application also provides users with usage statistics and cryptocurrency portfolio analytics, as well as the ability to automatically invest in cryptocurrency based on user-set parameters.

Users can use voice commands to check the balance of their cryptocurrency, view their latest transactions, and even initiate transfers to other wallets or accounts.

Once the team has created 4 different scenarios for financial mobile applications, we will review the results with the client and choose the most promising scenario for further development. The team will consider feedback and analytics from prototype testing to make a final decision on which application to pursue.

Once the team has decided on the best scenario, they can move into the active development phase of the application, which involves creating more detailed screen layouts and designs. This phase will bring the team closer to the final product, which will incorporate user feedback and ensure the app is optimized for a seamless user experience.

A financial mobile banking application provides various features for convenient financial management on users’ mobile devices.

With this application, users can view their balance, check transactions, transfer money to other accounts, and pay for goods and services. It also offers the ability to track current currency rates, buy and sell currency, and invest money in stocks and other financial instruments.

Additionally, the application can provide users with information about banking services such as loans, mortgages, deposits, and insurance. Users can easily manage their finances on their mobile devices without visiting bank branches and save their time.

29% of users will immediately open another website or app if the first one doesn’t meet their needs.

70% did so due to the long loading time of the abandoned app.

This is a financial mobile banking assistant app that allows users to manage all of their personal bank accounts in one place.

It provides various features, including expense tracking, payment notifications, account management, budgeting, and investing. Users can set up notifications for balance and transaction changes, set spending limits, and customize expense categories.

It also enables investing in various financial instruments and tracking their performance. With this app, users can manage their finances more efficiently, monitor their expenses and savings, and save time on managing multiple bank accounts.

In addition to managing expenses and income, the app also provides an investment feature. Using artificial intelligence, the app analyzes the market and recommends investment opportunities based on the user’s financial history.

We reviewed the results with the client and selected the most promising scenario for further development. The team considered feedback and analytics to make a final decision on the choice of the application. The client was satisfied with the team’s results as we were able to meet all of their requirements, goals, and expectations. Currently, the client is developing one of the applications presented with the help of a development team.

Our team demonstrated a high level of professionalism to create a mobile application that meets the needs and expectations of the user.

Thank you for your attention, RonDesignLab team.

As a component of this project, we utilized a design sprint devised by our team, which assembled a group of designers, managers, and analytics professionals collaborating seamlessly to support you in reaching your goals and producing a distinctive end product.