Aqqru | Personalized Financial Advisor Product - B2C, USA
Algorithmic-based personal financial planning tool: Goals, incomes, spendings, debts, savings, investments, retirement planning.
The proposal was to create a web platform that will help users to play around with their goals and get advice on how to spend money for accomplishing their goals.
CLIENT
WEALTHTECH
TYPE
PRODUCT DESIGN
Problem
People spend money on unnecessary things but they also have goals to accomplish.
Research and understanding
A survey was sent to 1,000 respondents with more than 68% response rate
7 interviews with target group users
75% were 34 years old and younger.
Top issues listed
Most of them couldn’t achieve their goals within the planned timeline
Those who budget do so for financial discipline and to understand how they spend their money.
Needed advice on how to spend money
72% of survey participants were comfortable with the idea of having access to all their spending
Inability to keep track of spending.
User persona
I decided to create personas to further represent the possible group of app users as well as their context.
Sketches & User flows
This process was meant to help get the ideas out quickly before the actual high-fidelity screen designs.
UI Assets
The process of designing the app interface started with creating UI assets and components that I would need during the process of creating the app screens.
