01
Dashboard

Achieve your financial goals by setting targets and tracking your progress over time

02

Track your spending

Easily track your daily expenses and understand your spending habits

03
Invest with confidence

Track the performance of their investments over time and make adjustments as needed.

04

Transfer with Friends

Chat with customer service for assistance, as well as transfer and request money from friends

How do I find solution?

Conduct Quantitative and Qualitative Research

Conduct Quantitative Research

Conduct Qualitative Research

Key takeways

Pain Points

01. Need Clearer information

02. Limited options

Solution 01.

- Make sure customers see the benefits clearly

- Quick access to services related to client goals

Solution 02.

- Easier steps for customers to conduct services

- Easier to view services

1st Design Iteration

Wireframe

Usability Testing

I invited a diverse group of participants to test our app and provide feedback on the design, layout, and functionality.

Participants were asked to complete these tasks while thinking aloud, providing valuable insights into their thought process and any issues they encountered.

2nd Design Iteration

UI Design Style

Key Design Exploration

01. Dashboard ｜Design iteration

02. Simplified Budgeting ｜Design iteration

03. Personalized Investment Portfolio ｜Design iteration

04. Transfer with Friends｜Design iteration