Financial Health Tracking Application
About Pifi
The client sought to develop a user-friendly finance mobile and web application that integrates multiple bank accounts, tracks income and expenses, and provides AI-driven financial insights. The goal was to simplify financial management for families who are not accustomed to complex accounting software and jargon.
Industry
Fintech
Product Type
Mobile App
Our Role
Design, Mob Development
Geography
India
Problem Statement
- Families often struggle to maintain a clear understanding of their financial status due to the complexity of traditional accounting software. Many individuals are not well-versed in accounting terms, making it difficult for them to track income, expenses, investments, and overall financial health efficiently. The client required a seamless and intuitive application to:
- Integrate all family members’ bank accounts in one place
- Display real-time bank balances and categorized expenses
- Provide AI-driven financial insights and projections
- Visualize income, expenses, and investments through charts
- Predict upcoming expenses and suggest savings strategies
Research & Discovery
User Interviews & Surveys
- To understand the target users’ pain points, we conducted:
- Interviews with families to assess their financial management habits
- Surveys to gauge their familiarity with accounting applications and terminology.
- Competitor analysis of existing finance management tools.
Key Findings
- Users preferred a simplified, intuitive interface with minimal financial jargon
- They needed a dashboard displaying all critical financial information at a glance
- Users valued AI-driven insights for budgeting and investment tracking
- Security and privacy of financial data were top concerns.
Design Approach
Information Architecture
- We structured the application with:
- Dashboard: A consolidated view of bank balances, monthly expenses, income, and investment summaries
- Transactions: Categorized income and expenses with automated tagging
- AI Insights: Predictive analytics for upcoming expenses and saving suggestions
- Investments: Tracking of family investments, returns, and portfolio insights
- Reports & Charts: Visual representation of financial health trends
- Settings & Security: Customizable preferences and strong encryption protocols
UX/UI Design Considerations
- Minimalist UI: Clean layout with easy navigation
- Color Coding: Red for expenses, green for income, blue for investments
- Visual Charts: Intuitive graphs to represent financial trends
- Natural Language Inputs: Users could describe transactions in plain language
- Dark & Light Mode: Customizable themes for accessibility
Prototype & Testing
- We created interactive prototypes and conducted usability tests to refine:
- Navigation flow
- Readability of financial insights
- AI-driven recommendations’ clarity
- Integration and security of bank accounts
Outcome & Impact
- Simplified Financial Management: Users could easily track income, expenses, and investments without financial expertise
- Enhanced Decision-Making: AI-driven insights helped families plan their savings and investments better
- Improved Engagement: A 40% increase in user retention due to the intuitive interface and valuable insights
- Secure Transactions: End-to-end encryption ensured users' financial data remained protected
Conclusion
The finance application successfully transformed the way families manage their money, making financial health tracking effortless. With its intuitive design, real-time insights, and AI-driven decision-making, it empowered users to make informed financial choices without the need for extensive financial knowledge.
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What Our Clients
Say About Us
We were impressed with their dedication to going the extra mile to understand our needs and vision.
The project was delivered on time and met all expectations. The detail-oriented team invested time to understand our vision and remained flexible with requests and scope changes throughout. Their dedication to client satisfaction and genuine interest in our business truly stood out.
CEO, Expandx.in
Highly recommended for any UI/UX Design and Development project.
Code Theorem team's clickable wireframes showcase impressive versatility, adapting seamlessly to diverse markets in the US, Europe, and Asia. Their global perspective and user-focused approach make them an invaluable asset.
US Based Custom Software Development Company
Timely delivery with full alignment to the original brief.
Code Theorem's work consistently exceeded our expectations, receiving positive feedback from our team. Their high-quality drafts and regular updates kept us aligned every step of the way. Their commitment to excellence and collaborative culture truly set them apart, with clear communication through virtual meetings, email, and messaging.
CEO, Standard Insights
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Code Theorem has greatly improved our click-through rates and user engagement. Their sleek design, seamless navigation, and proactive support have been outstanding.
iSpark IT Services Pvt Ltd
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Code Theorem has consistently driven measurable improvements in user satisfaction, usability, and engagement. Their team ensures smooth communication with regular emails and virtual meetings, fostering an efficient workflow. We're impressed by their rapid execution, minimal revisions, and patience at every step.
CEO at Mobile App Development Agency
Grateful for the exceptional work and stunning design delivered for our product.
Code Theorem crafted a user-friendly and visually appealing site that has received enthusiastic feedback from our visitors. Their team demonstrated a deep understanding of our vision, bringing it to life in a way that resonates perfectly with our audience.
Project Manager, IntroMagic
They transformed the UI into something truly unique, far beyond a typical bootstrap look.
Code Theorem delivered a unique, custom-designed interface that has received positive user feedback. The team was consistently available and responsive, addressing our concerns and ensuring a truly tailored user experience beyond generic templates.
Founder, Contenteum
Our collaboration with Code Theorem was smooth and seamless.
With an efficient website revamp and content crafted precisely to our specifications, the team at CodeTheorem demonstrated remarkable responsiveness. They quickly addressed each ad-hoc request and maintained an impressive turnaround time for new designs. Overall, they delivered exactly what we needed.
Founder, InfoSec Compliance Company
We were impressed with their dedication to going the extra mile to understand our needs and vision.
The project was delivered on time and met all expectations. The detail-oriented team invested time to understand our vision and remained flexible with requests and scope changes throughout. Their dedication to client satisfaction and genuine interest in our business truly stood out.
CEO, Expandx.in
Highly recommended for any UI/UX Design and Development project.
Code Theorem team's clickable wireframes showcase impressive versatility, adapting seamlessly to diverse markets in the US, Europe, and Asia. Their global perspective and user-focused approach make them an invaluable asset.
US Based Custom Software Development Company
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