Empowering day-to-day freedom
from financial planning
CLIENT
REGION
DELIVERABLE
TIMELINE
BRIEF
Build a practical,
easy-to-follow financial
companion app
Develop a personalized experience that helps users plan their savings to achieve goals for themselves and their families. Designed for deployment in the multilingual LATAM markets, the app supports retirement planning, emergency funds, legacy planning, and saving for lifestyle goals such as purchasing a car, buying a home, traveling, and more.
OUR ROLE
Conceptualise
Ideate and design onboarding and ongoing user journeys tailored to each life stage of the user.
Create
Design an intuitive experience that simplifies the communication of complex data and information, enabling easy decision-making.
Code
Build a lightweight and fast experience that truly makes the app, an everyday companion!
Concept to code
Our approach for the E2E implementation
Visualise behavioural nudges to onboard, guide and drive meaningful progress in users' financial planning journeys.
Map complex user journeys and scenarios to ensure long-term user engagement.
Design a visual language that balances relatability and simplifies financial planning
Build TDD (Test driven development) driven 0-1 application development using ReactJS and FastAPI.
Deploy across multiple regions to ensure 99.99% uptime utilizing cutting edge technologies like terraform to automate deployments.
RESEARCH
What makes for an ideal financial planner?
A platform that clearly guides the user with a step-by-step action plan. We took cues from daily scenarios, stumbling blocks that derail planning for users, and behavioural nudges that help them stay on track inspite of the challenges they might face. The app was designed to incorporate various life goals, and planning needs that individuals and families face.
IDEATION
How do we design a guided journey, without overwhelming the user with numbers and data?
The app's evolution focused on streamlining the core experience of collecting data from users. We consistently refined user journeys to enable effortless calculation and recalculation of savings based on monthly expenses, ensuring users could clearly define and take actionable steps toward their investment and savings strategies.
OUR STRATEGY
An all-weather financial companion
Designed to be simple and goal-centric, the app allows users to adapt their goals according to their life stage and provides valuable inputs for financial planning whenever needed.
A conversational lite experience
The app design was created primarily using cards as a system to ensure byte sized information was convenient to consume, reflect and act upon easily. Our mantra was avoid overwhelming the user with too many numbers.
EXECUTION
A superior engineering approach to enable fast delivery of the experience
Given the anticipated user engagement and the time spent on the app, ensuring lightning-fast response times was a top priority in our engineering strategy. To achieve this, we implemented an adapter-and-facade approach, enabling seamless interoperability between various financial information providers. Additionally, the frontend was deployed to a CDN using Terraform, ensuring rapid and reliable delivery of the user experience.
CONTACT US
All strong business partnerships
start with a conversation.
