Flow Financial
Management App

Flow Financial
Management App

Flow Financial
Management App

UX-UI

THE PROBLEM

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.

GOAL

GOAL

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.

AbOUT

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.

DURATIOn

DURATIOn

JAN - MARCH 2024

7 Weeks

ROLE

ROLE

UX RESEARCHER

UI DESIGNER

CONSULTANT

CONSULTANT

PROF YVONNE CAO

PROF DAVID ELIZALDE

PROF YVONNE CAO

PROF DAVID ELIZALDE

MARKET REASEARCH

MARKET REASEARCH

PAIN POINTS

PAIN POINTS

SURVEY

SURVEY

a MUltiple choice Google Form was sent out to understand our targeted demographics

INTERVIEW

INTERVIEW

data collected from live interview

TAKE-AWAYS

TAKE-AWAYS

  • Not everyone have a financial plan

  • Many have an amount and try to work around it 

  • Keep the design/interface simple and intuitive 


MUST HAVE FeATUReS

MUST HAVE FeATUReS

  • Advisor Chat - Pay for Professional Advisor 

  • Spending Breakdown Research by ARTIFICIAL INTELLIGENCE

USER PERSONA

USER PERSONA

MAIN PROBLEMS

MAIN PROBLEMS

Learning to invest

Prioritize expenses while saving for emergencies.

Receiving financial advices from experts in the fields

Faces the challenge of managing finances effectively.

Needs assistance in creating a budget that accounts for variable income.

FEATURES

FEATURES

JOURNEY MAP

JOURNEY MAP

HOW MIGHT WE

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

LOW FIDELITY PROTOTYPE

USER FLOW

USER FLOW

FEEDBACK

FEEDBACK

Group 1

Hompage Tab - "More details to show options"

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"

"Add a Financial Goal Tab" - "the financial goal page should have a detailed description of the current financial situation & get goals for many things such as housing, future saving, and education"

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"

Account tab - "should be the texting tab between users and the financial consultant"

Investment Tab - "You should have part of the page dicussing about the risk of financial investment"

STORYBOARD

STORYBOARD

PROTOTYPE

PROTOTYPE

DESIGN ELEMENTS

DESIGN ELEMENTS