WealthWise
Personal finance app that helps users manage their money and make smart financial decisions.
Services
iOS Design
Product Design
Category
Fintech
Duration
8 weeks
Taking control of your spending habits and improve financial health.
WealthWise is a personal finance app that helps users manage their finances and budget their spending. As the lead product designer, I took the responsibility to build the app's user experience and make it useful for users.
Users between 18-65 are looking for a solution that can simplify financial management, provide personalized insights and advice, and help them optimize their expenses and income.
Problem
To address this issue, I focused on creating an app that would make it easy for users to track their spending and set budget goals. The app allows users to connect their bank accounts and credit cards, so that all of their transactions are automatically imported and categorized. This makes it easy for users to see where their money is going and track their progress towards their budget goals.
Design Outcome
How I got there
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
To create a user-friendly design for WealthWise, I conducted extensive user research to understand the needs and challenges of our target audience. We found that many people struggle to manage their finances effectively, often because they have difficulty keeping track of their spending and savings.
Research Phase
Key Insights
User Painpoints
53%
young users found onboarding difficulty
express problem navigating feature complexity
48%
faced lack of user-friendly guidance
64%
finds lack of reminders as a deterrent
72%
Competitor Analysis
We looked at several potential direct competitors with WealthWise
The majority of the features between competitors were very similar, however the main differences that we noticed were:
Linked bank account vs unlinked bank account
Messy interface vs clutter-free interface
Overwhelmed with information vs highlighting the useful information
Informative reports vs basic reports of the transaction
Push-notification about your due bills vs no notification
Meet User Personas
As a user who struggles with money management, I want be able to track my personal finances and make informed decisions about my spending and saving habits so that I can better manage my money and reach my financial goals
User Journey Map
Mapping user journey revealed how helpful it would be for the users to have access to the budgeting and saving money app for a better experience.