FinPilot
A user-friendly, secure tool that simplifies financial management and provides personalized insights to help users take control of their finances
MY ROLE
Sole UI/UX Designer
TIMEFRAME
3 Months
TEAM
Sole Designer - Han Nguyen
Lead Dev - Nathan Nguyen
RESEARCH
Affinity Mapping & Identifying who the users are
I created this affinity map and 2 personas to help identifies key user traits to align app features with their needs, focusing on organization, budgeting, investments, and security, ensuring a seamless and valuable experience.
Challenges of potential users
Struggles to keep track of multiple subscriptions, bank accounts, and transactions
Often forgets due dates for subscriptions and bills
Has multiple investment accounts and feels overwhelmed by the complexity
IDEATE
Site Map
Clear Structure & Navigation
Feature Prioritize
Improved User Experience
Efficient Design & Development
Alignment Across Teams
BALANCING SIMPLICITY AND ENGAGEMENT
How Might We maintain user engagement without overloading them?
INTRO
The Problems
Users found it hard to keep track of their money, including bank accounts, subscriptions, investments, and spending, all spread across different platforms
The goal of the product is to simplify personal finance management by providing users with a single app where they can track their spending, manage subscriptions, monitor investments, organize bank accounts, and set savings goals, all in one place
The Goal
The solution
Centralized app for managing subscriptions, bank cards, and transactions
Simplified tracking of multiple bank cards and financial accounts in one place
Easy monitoring of stocks and investments directly through the app
Effective budget management and savings goal tracking
Streamlined financial overview, improving overall financial organization and control
FINAL DESIGN
MAYBE...?
REDESIGN
Simplicity and user-friendly
You might be wondering why my final design looks different from the design that I showcased, well, after one year, I’ve went back a few times and there’s always this feeling in me that make me feel like the app is not at its best potential that could help give user the best experiences, and after many consideration, ive decided to redesign the entire app because of many reasons, here are a few:
Create a cleaner, simpler interface that focuses on ease of use
Reduce clutter by streamlining features and prioritizing the most essential ones
Improve overall user experience with a more intuitive layout
Ensure the app feels fresh and visually appealing, enhancing user satisfaction
Redesign behind the scence
OUTRO
Final Takeaway
Perfection isn’t a destination; it’s a journey. While working on this app, I learned that it’s not about getting everything perfect right away. Instead, it’s about making small improvements over time. Each version of the app has taught me something new, and every challenge has helped me create a better user experience. Redesigning the app was necessary to make it even better by applying everything I had learned. This journey showed me that perfection takes time and every update brings the app closer to its best version.
