MoneyMate
Project Overview
In this UX case study, I will explore the design process and considerations behind creating a personal finance management app called MoneyMate. I sought to develop an app that would help users track expenses, manage budgets, and make more informed financial decisions easily.
MY ROLE
UI Design
User Research
Prototyping
TOOLS
Figma
Miro
Procreate
TIMELINE
March 2024 - APRIL 2024
Process
Problem
The problem I am solving with MoneyMate is the difficulty that many people face in managing their personal finances. Many individuals struggle to keep track of their expenses, create and stick to budgets, and make progress towards their financial goals. MoneyMate aims to simplify the process by providing a user-friendly platform that allows individuals to easily track their expenses, create budgets, set financial goals, and receive personalised financial insights and recommendations. By doing so, MoneyMate aims to empower individuals to take control of their finances and achieve financial stability.
Solution
The fintech project aims to provide a user-friendly platform for managing personal finances. By following the design guidelines and incorporating key features, I aim to create a platform that is easy to use, visually appealing, and provides valuable insights into the user's financial status.
My Design Process
In my design process, I place a strong emphasis on prioritising user needs and goals. Through thorough user research, I ensure that I deeply understand the target audience and their challenges. This insight guides the ideation and design phases, enabling me to create intuitive user flows and prioritise features that directly address the identified user needs. Throughout the process, I continuously seek and incorporate user feedback, iterating the design to align with user preferences and goals. By prioritising the user perspective at every stage, I aim to create a digital solution that genuinely resonates with and empowers the end users.
Research
Competitor Analysis
The competitor research for the app involved a comprehensive analysis of existing personal finance management platforms. We examined a range of competitors to understand their features, user experience, strengths, and weaknesses. This allowed me to discover gaps in the mark that could be incorporated into Moneymate.
User Interviews
To gain a deep understanding of our target audience, we conducted user research. Through interviews and surveys, we discovered that users struggled with expense tracking, budget creation, and achieving financial goals. They expressed a desire for personalised insights and recommendations, as well as easy-to-understand visualisations of their financial data. We also took note of their preferences for receiving financial advice and concerns about data privacy.
User Pain Points
Customer Journey Mapping
Design
Low Fidelity
Design System
High Fidelity Mockups
Result
Conclusion
Through user-centred design methodologies, I successfully created MoneyMate, an intuitive personal finance management app that meets the needs and preferences of our target audience. By empathizing with users, iterating based on feedback, and prioritizing key features, I ensured that MoneyMate provides a seamless and empowering experience for users to manage their finances effectively.
Prototype