SavingPro – Financial Management Software Mobile App & UX UI Design

Users found financial apps difficult to use. SavingPro transformed the experience, making financial success simple and achievable.

William Wilson, Client

William Wilson

Client

SavingPro – Financial Management Software Mobile App & UX UI Design

About the project

SavingPro App project focuses on clear UX/UI for simple finance tracking and goal-setting. This SavingPro App example improves user satisfaction in personal finance.

  • Product Category

    Financial Management Software


  • Location

    New York, USA


  • Year

    2024


  • AI-driven Finance Tools | UX & UI Design

    AI-driven Finance Tools | UX & UI Design

  • Intelligent Finance Solutions | UX & UI Design

    Intelligent Finance Solutions | UX & UI Design

Logo Design

How we create the Logo

  • The SavingPro App logo reflects core values—simplicity, efficiency, and reliability. The design supports clear finance UX/UI, aligning with the SavingPro App project goals.

  • Finance Automation with AI | UX & UI Design

    Finance Automation with AI | UX & UI Design

  • AI-powered Financial Software | UX & UI Design

    AI-powered Financial Software | UX & UI Design

Strategic Plan

Design decisions from the inside

  • We focused on improving UX and increasing engagement. Through client research, request analysis, and targeted team formation, the SavingPro App project met core business needs and delivered clear finance UX/UI value.

Main Steps

  • 01

    Client Research

  • 02

    Request Analysis

  • 03

    Team Formation

  • 04

    Analytics & Research

  • Artificial Intelligence Services And Solutions | UX & UI Design

    Artificial Intelligence Services And Solutions | UX & UI Design

  • AI-enhanced Finance Platforms | UX & UI Design

    AI-enhanced Finance Platforms | UX & UI Design

Project Timeline

Where Strategy Meets Execution

  • The SavingPro App project followed three key stages: strategy, discovery, and solution. Each sprint focused on UX/UI planning, testing, and interface development to improve product flow and user satisfaction. The timeline ensured that each design decision was based on user feedback and conversion goals.

  • Next-gen Finance AI | UX & UI Design

    Next-gen Finance AI | UX & UI Design

  • Next-gen Finance AI | UX & UI Design

    Next-gen Finance AI | UX & UI Design

User Survey

User Questions Fueling Smarter Editing Insights

  • At the start of the SavingPro App project, we ran structured user interviews to uncover key finance management struggles.
    These findings shaped our product direction and helped us prioritize features that simplify saving, improve clarity, and boost confidence in daily financial decisions.

User Survey Highlights

    • 65% — Difficulty setting goals

      Many users couldn’t define realistic savings targets. We simplified goal creation to make it more guided and achievable.

    • 70% — Need visual progress

      Nearly half of users submitted extra support requests, indicating usability gaps in the core experience.

    • 85% — Want automated tracking

      Most users asked for less manual input. We prioritized smart expense tracking to automate the process and save time.

    • AI-enabled Finance Systems | UX & UI Design

      AI-enabled Finance Systems | UX & UI Design

    • Financial AI Software Design | UX/UI

      Financial AI Software Design | UX/UI

    User Profile

    Exploring User Drivers & Desires

    • This user profile highlights key challenges in managing finances, especially due to travel expenses. Users seek financial independence and security, motivating their engagement. They expect a simple, user-friendly interface for quick expense tracking. Satisfaction comes from achieving their financial goals. These insights guide us to design a product that truly meets user needs and eases financial management.

    User Survey Highlights

      • Pains

        The user faces constant difficulty managing finances, mainly due to unpredictable travel expenses. This leads to frustration, overspending, and a lack of visibility into where money goes, making long-term planning feel impossible.

      • Motivation

        She is motivated by the goal of becoming financially independent and secure. Gaining full control over her budget and being able to make confident financial decisions are key to her sense of freedom and stability.

      • Joys

        She expects a finance app that’s simple, intuitive, and fast. It should allow effortless tracking of expenses on the go, provide clear overviews of spending categories, and help her stay organized without requiring much effort.

      • Expectations

        The user experiences real satisfaction when reaching financial goals—like saving for a trip or staying within a budget. Visualizing progress gives her a sense of accomplishment and builds confidence in her ability to manage money wisely.

      • Financial Technology AI UX Design

        Financial Technology AI UX Design

      • UX/UI Design for AI Finance Tools

        UX/UI Design for AI Finance Tools

      User Interview

      Exploring User Drivers & Desires

      • The target user struggles with managing travel expenses and expects a simple way to track spending. Her motivation is financial independence, and she finds joy in reaching financial goals. The SavingPro App UX/UI reflects these goals.

      Key User Insights

        • Customization

          Users highly value personalization. They want to tailor financial tools to match their habits, preferences, and savings goals.

        • Notification

          Timely and relevant notifications improve engagement. Users prefer alerts that are informative, non-intrusive, and clearly linked to their financial activity.

        • Joys

          She expects a finance app that’s simple, intuitive, and fast. It should allow effortless tracking of expenses on the go, provide clear overviews of spending categories, and help her stay organized without requiring much effort.

        • AI-powered Finance Dashboard | UX & UI Design

          AI-powered Finance Dashboard | UX & UI Design

        • AI-driven User Interfaces for Finance

          AI-driven User Interfaces for Finance

        User Interview

        Exploring User Drivers & Desires

        • SavingPro App interviews revealed three core needs: customization, timely notifications, and clear visual feedback. Users emphasized personalization and actionable UI cues. These insights directly shaped the SavingPro App UX/UI, ensuring the finance solution stayed focused on real user expectations and boosted engagement.

        Key User Insights

          • Customization

            Users highly value personalization. They want to tailor financial tools to match their habits, preferences, and savings goals.

          • Notification

            Timely and relevant notifications improve engagement. Users prefer alerts that are informative, non-intrusive, and clearly linked to their financial activity.

          • Visual Feedback

            Visual elements like charts and progress graphs are essential for tracking and motivation. Users rely on visual feedback to better understand their financial status and make quicker decisions.

          • AI-powered Finance Dashboard | UX & UI Design

            AI-powered Finance Dashboard | UX & UI Design

          • AI-driven User Interfaces for Finance

            AI-driven User Interfaces for Finance

          Problem and Solution

          Pain-Informed Product Decisions

          • SavingPro App users pointed out key blockers: 45% struggled with a complex interface, 20% lacked customization options, and 15% were frustrated by frequent notifications. We responded by simplifying navigation, expanding personalization features, and adjusting notification logic to boost user satisfaction and retention.

          • Problem

            Users found the interface cluttered and hard to customize, making everyday tasks frustrating.

          • Solution

            We simplified navigation, added customization options, and optimized notifications for a smoother experience.

          • Intelligent Finance UX/UI | AI Technology

            Intelligent Finance UX/UI | AI Technology

          • Financial AI Software Design | UX/UI

            Financial AI Software Design | UX/UI

          Typography & Colors

          Sleek Fonts & Striking Colors

          • We used the Urbanist typeface for its clean structure and easy readability, which fits the SavingPro App UX/UI. This font supports clarity across finance dashboards and user flows.

            Our color palette includes modern tones like Lavender and Citrus Yellow, paired with strong accents like Charcoal Black to create contrast and reinforce trust.

          • AI Solutions for Financial Sector | UX & UI Design

            AI Solutions for Financial Sector | UX & UI Design

          • Financial Technology AI UX Design

            Financial Technology AI UX Design

          Landing Page

          Design That Drives Results

          • The SavingPro App landing page focuses on clear CTAs and user goals like real-time tracking and smart budgeting. Its UX UI structure boosts conversion by simplifying navigation and showcasing key features.

            This SavingPro App example uses strong graphic design and clean UX to drive traffic, improve engagement, and guide users toward financial goals.

          • Artificial Intelligence For Finance | UX & UI Design

            Artificial Intelligence For Finance | UX & UI Design

          • Artificial Intelligence For Finance | UX & UI Design

            Artificial Intelligence For Finance | UX & UI Design

          Result

          Value through smart design

          • We successfully completed the SavingPro App project, reaching all planned UX/UI objectives. The updated design led to a noticeable rise in user activity, broader adoption among new users, and improved platform reliability, making the financial experience smoother and more efficient.

          • Our team completed the project, achieving all goals. We enhanced the app’s functionality, making financial planning easier for users.

            Alexandre W., SEO

            Alexandre W.

            SEO

          Key Performance Highlights

            • 45% — User Engagement

              Platform improvements led to a notable boost in daily user activity and interactions.

            • 50% — New User Registrations

              A refined onboarding experience contributed to a significant rise in user sign-ups.

            • 75% — Application Stability Index

              Technical optimizations resulted in a smoother, more reliable app experience.

            • Financial AI Software Design | UX/UI

              Financial AI Software Design | UX/UI

            Shall we chat?

            [email protected]

            Let’s

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