Fintech
Redesigning a Financial Dashboard
Revamped a finance dashboard to improve data visualization, streamline navigation, and boost user engagement.
Industry
Fintech
Headquarters
Ottawa, Ontario, Canada
Founded
2006
Company size
5,000+
Overview
Fintelli is a one-of-a-kind app that helps users manage their finances and learn to scale their financial intelligence. Fintelli's goal is to help people take control of their money so they can live the life they want.
Challenge
The app had a cluttered interface, making it difficult for users to navigate and find essential features. Users were facing issues with the onboarding process, which was affecting new user adoption rates. The app lacked personalization and customization options, making it less engaging and user-friendly.
Results
The redesigned app features a clean, clutter-free interface, making it easier for users to navigate and access essential features.The improved onboarding process resulted in a 35% increase in new user adoption rates.The addition of personalization and customization options enhanced user engagement, leading to a 25% increase in user retention rates.
Client
Fintelli allows users to view all bank accounts and credit cards in one place with just a few taps on the screen. They can categorize transactions automatically based on merchant or category or tag them manually if needed. It also helps analyze users' spending by category, merchant, or tag, allowing them to see which categories are responsible for most of their expenses and underperforming.
“Fintelli allows users to view all bank accounts and credit cards in one place with just a few taps on the screen. They can categorize transactions automatically based on merchant or category or tag them manually if needed. It also helps analyze users' spending by category, merchant, or tag, allowing them to see which categories are responsible for most of their expenses and underperforming.”
Screens
With user-centered approach, the goals was to create an intuitive interface for effortless financial management while incorporating gamification.
