Financial Manager: Smarter Money, Better Control
Financial Manager: Smarter Money, Better Control
Financial Manager:
Smarter Money, Better Control
Track balances, monitor transactions, and manage credit cards—all in one place.
Track balances, monitor transactions, and manage credit cards—all in one place.
Track balances, monitor transactions, and manage credit cards—all in one place.
Neoleap . 2023
Neoleap . 2023
Neoleap . 2023
Project Overview
Project Overview
Project Overview
Urpay, a leading e-wallet app, recognized the need to enhance its user experience by integrating a comprehensive financial manager feature. The goal was to provide users with a unified platform for tracking and managing their finances seamlessly within the UrPay app.
Urpay, a leading e-wallet app, recognized the need to enhance its user experience by integrating a comprehensive financial manager feature. The goal was to provide users with a unified platform for tracking and managing their finances seamlessly within the UrPay app.
Urpay, a leading e-wallet app, recognized the need to enhance its user experience by integrating a comprehensive financial manager feature. The goal was to provide users with a unified platform for tracking and managing their finances seamlessly within the UrPay app.
Responsibilities
Responsibilities
Responsibilities
Tools
Tools
Tools
Duration
Duration
Duration
User Research
UX Designer
UI Validation
User Research
UX Designer
UI Validation
User Research
UX Designer
UI Validation
Figma
Adobe Illustrator
Figma
Adobe Illustrator
Figma
Adobe Illustrator
1st July - 15th August 2023
6 weeks
1st July - 15th August 2023
6 weeks
1st July - 15th August 2023
6 weeks
Problem Statement
Problem Statement
Problem Statement
Urpay users often use multiple apps to monitor their financial activities, leading to a fragmented user experience. The lack of a centralized financial management solution within the app hinders users' ability to track spending, set budgets, and plan for the future. The challenge was to design and implement a Financial Manager feature that addresses these pain points While staying true to urpay's commitment to user-friendliness.
Urpay users often use multiple apps to monitor their financial activities, leading to a fragmented user experience. The lack of a centralized financial management solution within the app hinders users' ability to track spending, set budgets, and plan for the future. The challenge was to design and implement a Financial Manager feature that addresses these pain points While staying true to urpay's commitment to user-friendliness.
Urpay users often use multiple apps to monitor their financial activities, leading to a fragmented user experience. The lack of a centralized financial management solution within the app hinders users' ability to track spending, set budgets, and plan for the future. The challenge was to design and implement a Financial Manager feature that addresses these pain points While staying true to urpay's commitment to user-friendliness.
Urpay users often use multiple apps to monitor their financial activities, leading to a fragmented user experience. The lack of a centralized financial management solution within the app hinders users' ability to track spending, set budgets, and plan for the future. The challenge was to design and implement a Financial Manager feature that addresses these pain points While staying true to urpay's commitment to user-friendliness.
Goals and Objectives
Goals and Objectives
Centralized Financial Management: Enable users to view and manage their bank accounts, track expenses, and set budgets within the urpay app.
Seamless Integration: Integrate the Financial Manager feature seamlessly into the existing urpay interface, maintaining a consistent and intuitive user experience.
User Empowerment: Provide users with insights and tools to make informed financial decisions, empowering them to achieve their financial goals.
Centralized Financial Management: Enable users to view and manage their bank accounts, track expenses, and set budgets within the urpay app.
Seamless Integration: Integrate the Financial Manager feature seamlessly into the existing urpay interface, maintaining a consistent and intuitive user experience.
User Empowerment: Provide users with insights and tools to make informed financial decisions, empowering them to achieve their financial goals.
Centralized Financial Management: Enable users to view and manage their bank accounts, track expenses, and set budgets within the urpay app.
Seamless Integration: Integrate the Financial Manager feature seamlessly into the existing urpay interface, maintaining a consistent and intuitive user experience.
User Empowerment: Provide users with insights and tools to make informed financial decisions, empowering them to achieve their financial goals.
Goals and Objectives
Design Process
Design Process
Design Process
For the design process I used "Design Thinking" method as it provides a human-centric and iterative approach to problem-solving.
For the design process I used "Design Thinking" method as it provides a human-centric and iterative approach to problem-solving.
For the design process I used "Design Thinking" method as it provides a human-centric and iterative approach to problem-solving.
User Research and Interviews
User Research and Interviews
Conducted user interviews and surveys to understand the financial management habits and preferences of urpay users.
Researched industry trends and best practices in financial management app design.
Conducted user interviews and surveys to understand the financial management habits and preferences of urpay users.
Researched industry trends and best practices in financial management app design.
User Research and Interviews
Conducted user interviews and surveys to understand the financial management habits and preferences of urpay users.
Researched industry trends and best practices in financial management app design.
2. Ideation and Wireframing
2. Ideation and Wireframing
Collaborated with stakeholders to brainstorm and prioritize key features.
Created wireframes to outline the user flow and layout of the Financial Manager feature.
Collaborated with stakeholders to brainstorm and prioritize key features.
Created wireframes to outline the user flow and layout of the Financial Manager feature.
2. Ideation and Wireframing
Collaborated with stakeholders to brainstorm and prioritize key features.
Created wireframes to outline the user flow and layout of the Financial Manager feature.
3. Prototyping and Testing
3. Prototyping and Testing
Developed interactive prototypes for usability testing with a diverse group of urpay users.
Gathered feedback to refine the design and improve user interactions.
Developed interactive prototypes for usability testing with a diverse group of urpay users.
Gathered feedback to refine the design and improve user interactions.
3. Prototyping and Testing
Developed interactive prototypes for usability testing with a diverse group of urpay users.
Gathered feedback to refine the design and improve user interactions.
4. Visual Design
4. Visual Design
Designed a clean and intuitive interface for the Financial Manager, ensuring visual consistency with the existing urpay brand.
Incorporated data visualizations to make financial information easily digestible.
Designed a clean and intuitive interface for the Financial Manager, ensuring visual consistency with the existing urpay brand.
Incorporated data visualizations to make financial information easily digestible.
UI Validation and User Testing
UI Validation and User Testing
Collaborated with users to validate the Financial Manager feature, ensuring an intuitive and seamless experience.
Conducted usability testing to gather feedback, refine interactions, and ensure data accuracy and security.
Collaborated with users to validate the Financial Manager feature, ensuring an intuitive and seamless experience.
Conducted usability testing to gather feedback, refine interactions, and ensure data accuracy and security.
UI Validation and User Testing
Collaborated with users to validate the Financial Manager feature, ensuring an intuitive and seamless experience.
Conducted usability testing to gather feedback, refine interactions, and ensure data accuracy and security.
Challenges and Solution
Challenges and Solution
Challenges and Solution
Results and Outcomes
Results and Outcomes
Centralized Financial Management: Users can now view and manage all their financial accounts seamlessly within the urpay app.
Increased User Engagement: The Financial Manager feature led to a significant increase in user engagement and app usage.
Positive User Feedback: Post-launch surveys indicated high user satisfaction with the new financial management capabilities.
Centralized Financial Management: Users can now view and manage all their financial accounts seamlessly within the urpay app.
Increased User Engagement: The Financial Manager feature led to a significant increase in user engagement and app usage.
Positive User Feedback: Post-launch surveys indicated high user satisfaction with the new financial management capabilities.
Centralized Financial Management: Users can now view and manage all their financial accounts seamlessly within the urpay app.
Increased User Engagement: The Financial Manager feature led to a significant increase in user engagement and app usage.
Positive User Feedback: Post-launch surveys indicated high user satisfaction with the new financial management capabilities.
Lesson Learned
Lesson Learned
The importance of user education during the onboarding process for new features.
Continuous collaboration between design and development teams is essential for successful implementation.
Iterative testing and refinement are critical for meeting user expectations and needs.
The importance of user education during the onboarding process for new features.
Continuous collaboration between design and development teams is essential for successful implementation.
Iterative testing and refinement are critical for meeting user expectations and needs.
The importance of user education during the onboarding process for new features.
Continuous collaboration between design and development teams is essential for successful implementation.
Iterative testing and refinement are critical for meeting user expectations and needs.
Thank you for Viewing
Thank you for Viewing
Challenge 1: Data Security
Solution: Implemented robust security measures, including encryption and secure API connections, to protect users' financial data.
Challenge 2: Information Overload
Solution: Prioritized key financial insights and used progressive disclosure to present detailed information, ensuring a user-friendly experience.
Challenge 3: User Education
Solution: Developed in-app tutorials and tooltips to guide users through the new Financial Manager feature.
Challenge 1: Data Security
Solution: Implemented robust security measures, including encryption and secure API connections, to protect users' financial data.
Challenge 2: Information Overload
Solution: Prioritized key financial insights and used progressive disclosure to present detailed information, ensuring a user-friendly experience.
Challenge 3: User Education
Solution: Developed in-app tutorials and tooltips to guide users through the new Financial Manager feature.
Challenge 1: Data Security
Solution: Implemented robust security measures, including encryption and secure API connections, to protect users' financial data.
Challenge 2: Information Overload
Solution: Prioritized key financial insights and used progressive disclosure to present detailed information, ensuring a user-friendly experience.
Challenge 3: User Education
Solution: Developed in-app tutorials and tooltips to guide users through the new Financial Manager feature.
Designed a clean and intuitive interface for the Financial Manager, ensuring visual consistency with the existing urpay brand.
Incorporated data visualizations to make financial information easily digestible.
4. Visual Design
