Pry Finance CRM - Mobile App & UX UI Design
We're looking to streamline financial scenario planning with a clean UI that improves engagement.
Joshua Moore
Co-founder at Pry Finance
About the project
Pry Finance is a groundbreaking project that reimagines how individuals and businesses interact with their finances. We've designed financial plan with your unique goals.
Project
Pry Finance
Category
Finance
Location
San Francisco, California, USA
Date
2023
Pry Finance is a new era of financial management. Say goodbye to financial stress and uncertainty with our seamless and intuitive platform. Whether you're saving for retirement, planning for a major purchase, or aiming to eliminate debt, our platform is here to guide you every step of the way.
Personal Finance AI | UX & UI Design
Generative AI In Finance | UX & UI Design
Logo Creation
Logo Development
We were given the task of developing a mobile application and implementing a comprehensive branding strategy for the Pry Finance CRM - Mobile App project. We designed the Pry Finance logo to reflect clarity, structure, and trust.
The icon integrates abstract geometric elements to evoke financial graphs and upward trends. We tested multiple versions with users to assess clarity and association, achieving a 92% recognition rate in A/B tests.
Generative AI Finance | UX & UI Design
Interface
Manage business
This innovative app offers intuitive budgeting tools. It can categorize your expenses, track your income, and provide insights into to manage your money effectively.
Experience a finance managing revolution like never before with Pry, track and categorize revenue and costs.
AI Application In Finance | UX & UI Design
Design Process
Workflow & UX Approach
Design process is a journey of discovery, innovation, and problem-solving that leads to the creation of something truly remarkable. Let us show you the stages of our design process.
Our design workflow for Pry Finance CRM - Mobile App ui / ux is structured around user behavior, conversion metrics, and retention. Each iteration is aligned with business goals, improving click-through and task completion rates.
Generative AI Finance | UX & UI Design
Interface
Smart Finance Overview
By consolidating your financial information in one place and automating tasks like expense tracking, Pry can save you valuable time, allowing you to focus on other aspects of your life.
The system uses predictive UI patterns for common finance actions, improving task speed by 37%. It’s optimized for clarity, helping users make informed decisions with fewer steps.
AI Applications In Finance | UX & UI Design
Finance tracking
If you're investing, Pry can help you track the performance of your investment portfolio, make informed investment decisions, and monitor your financial growth.
AI For Personal Finance | UX & UI Design
Typography & Colors
Core Visual System
In the Pry Finance CRM - Mobile App example, typography played a pivotal role in shaping the platform's visual identity, ensuring readability, and creating a seamless and engaging user interface. \
We used a bright color palette to evoke optimism and clarity in financial planning. Each color was tested for contrast and accessibility to ensure clear visibility across devices and lighting conditions.
AI For Finance Professionals | UX & UI Design
Interface
Key Feature Highlight
Make the smart move today and embrace Pry as your go-to financial modeling solution. We developed this feature to help users make confident financial decisions without relying on complex spreadsheets or manual calculations.
Financial Modeling
Pry Finance simplifies complex planning tasks through intuitive UX and real-time forecasting. Users can simulate multiple financial scenarios, helping them make faster, data-driven decisions.
AI In Corporate Finance | UX & UI Design
AI In Banking And Finance | UX & UI Design
Identity
Branding journey
We embarked on a comprehensive branding journey by conducting thorough market research. We are creating the product's branding through market research, defining a unique strategy, designing the logo and product aesthetics.
Pry Finance can be a trusted companion in your journey toward financial wellness, providing the tools and insights you need to take control of your finances and secure a brighter financial future.
Conversational AI For Finance | UX & UI Design
Banking App UI Design | UX & UI Design
Social Media Content
Platform Presence & Engagement
Our team developed content for Pry Finance’s social media focused on finance education, feature updates, and user success stories. Each post format was tested for engagement and click-through performance.
Key Insight
+45% increase in profile visits
through strategic design choices like CTA positioning and visual anchors. Templates were created for consistency, enabling the team to publish faster and maintain brand quality.
Banking App UX Design | UX & UI Design
About Work Done
Result
From competitor analysis to the tangible outcome you see today. Our journey in designing Pry Finance has been a transformative one. Our project showcases a special and captivating brand image designed carefully to meet its goals. The team's strong dedication is evident in creating a super easy-to-use interface.
- “
Following launch, Pry Finance showed a 41% increase in user retention within the first 2 months.
Joshua Moore
Co-founder at Pry Finance
Key Metric
33% - Conversion
The improved UX/UI contributed to a boost in conversion from free to paid plans. Clear navigation and simplified user flows reduced drop-off during onboarding, driving more users to activate premium features.
Mobile Banking App UI Design | UX & UI Design
Shall we chat?
[email protected]Let’s

talk
Let’s

talk