FLOW FINANCIAL APP
User Interface | User Experience Design
THE PROBLEM
Many individuals struggle with juggling multiple apps or spreadsheets to track income, expenses, and investments, leading to confusion, inefficiency, and missed opportunities for financial growth. Additionally, there is a need for personalized guidance and insights to make informed financial decisions tailored to individual goals and circumstances.
ABOUT
Say goodbye to the complexity of managing your finances with multiple apps—Flow brings everything together in one intuitive platform. Track your income, expenses, and investments, set personalized goals, and receive expert advice to achieve financial success. Join the thousands already experiencing the freedom of financial confidence with Flow.
GOALS
Flow is your all-in-one financial companion, simplifying the complexities of money management and investing. With intuitive tools and personalized insights, Flow empowers you to track your finances effortlessly, make informed decisions, and achieve your financial goals with confidence. Say goodbye to financial stress and hello to financial freedom with Flow.
COMPETITORS
What can we learn from our competition and what sets FLOW apart?
PAIN POINTS
SURVEY
Google Form was sent out to understand our target demographics
INTERVIEW
Person 1
Person 2
TAKEAWAYS
1. Not everyone have a financial plan - Most of them just have an amount and try to work around it
2. Keep the design/interface simple and intuitive
MUST HAVE FEATURES
1. Advisor Chat | Pay for Professional Advisor
2. Spending Breakdown Research by AI
USER PERSONA
Person 1
Person 2
PAIN POINTS
Faces the challenge of managing finances effectively.
Needs assistance in creating a budget that accounts for variable income.
Prioritize expenses while saving for emergencies.
Learning to invest
Receiving financial advices from experts in the fields
FEATURES
JOURNEY MAP
HOW MIGHT WE
Create an educational budgeting plan with quality advices/input ?
Make expenses tracking more intuitive ?
Better explain how to invest ?
Make the budget breakdown easier to understand ?
LOW FIDELITY PROTOTYPE
USER FLOW
FEEDBACK
Group 1
Hompage Tab
"More details to show options" - Madeline Joyce
Investment Tab
"A screen should be added betwwen the financier tab and the crypto tab - Explaining the current market and what you shoud invest in" - Tia Larranaga
"Add a Financial Goal Tab" - Everyone
"In the financial goal page, you should have a detailed description of the current financial situation then you can get goals for many things such as housing, future saving, and education" - Yvonne Cao
Group 2
Navigation Bar
"Move the icons upward and remove the plus because it doesn't represent the hompage or turn it into the scan feature" - Bri Castillo
"The plus can be use to add financial goal" - Nhi Vo
"Account tab should be the texting tab between users and the financial consultant" - Karys Isaac
Investment Tab
"You should have part of the page dicussing about the risk of financial investment" - Kathryn Frederick
STORYBOARD
PROTOTYPE
DESIGN ELEMENTS
