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Financial Butler is a Fintech Startup, the App helps people to understand their true financial health and provide solutions that are affordable based on their needs and goals.

UX /UI designer and point of contact with the client. I've collaborated with client's data scientist and developers in the feature prioritization , prototyping and design phases.

Adobe XD,  InVision,  Draw.io,  Illustrator

Low-Fi Wireframes,  Functional Prototype,  Designs Personas

Financial apps are seemingly at a disadvantage because of regulatory and legal requirements. Until recently, this has led to poorly designed, bland, and sometimes incoherent apps, features, and processes. This is where the new-age fintech products have an opportunity to score. By identifying their users and tailoring the experience towards a niche. Choosing a strong color scheme helped lay the foundation for the use of images for visualizing various investment strategies The onboarding wizard provides a clear message: This app is a simple, fun fintech app to help you achieve your financial goals and budgeting. From the get-go, it was important to set a playful tone—colorful sign-up screens convey a distinct personality and small transition animations help increase engagement.

One of the obstacles to unravel the mystery of your finances would be the fragmented nature of your finances. Today most people don't manage their money well. They end up getting out of control and come to the end of the month full of debt. In our daily lives we have to do excel karate every month to figure out our financial ins and outs. A killer butler services was required for personal banking and setting future financial goals. Budgeting and Spending is the main issue people face as they are unknown of their spending, the question stands out , how can we make people life easier and make sure they know where their money is going, make budgeting simple and easy and make sure they stay on top of all their finances.

User personas were very important because they allows me to put on a mask and become the person I’m designing for. Finance touches all of our lives, everyone of any age has to go through it so I picked a person in his 30s , a middle-aged person, and a senior citizen. Following our customer interviews, we (me & my client ) synthesized our findings and were able to create a customer journey and persona which were presented and discussed with the client.

I tried to focus on features related to solving some of the major desired outcomes found in user research conduct by my client and myself, Unfortunately I have to keep it confidential as per the contract terms. Now it’s time to convert all of our insights into information architecture and create wireframes. Prototypes will help us to test usability and get early feedback. After corrections and client approval I was ready to design a user interface. Keeping in mind that the app we are going to design should be simple and easy to understand. Also, encouraging to build financial habits.

The onboarding wizard provides a clear message: This app is a simple, fun fintech app to help you achieve your financial goals and budgeting and yeah it’s not boring as finance :)

Start by telling  a bit about your needs and goals (e.g child's education fees in the next 20 years). Butler will complement your profile with your current finances and.. Viola! You built your financial profile, and it will show you where you could spend less, save more to meet your needs.

You can set up your goals and customize them, as per your budget and spendings. You can also save money  from the budget you spend and set the fixed amount daily, weekly or monthly.

Based on your profile, you can see how people like you are spending, insuring and investing. Butler will filter a list of insurance or investment products to only what you need and can afford. You can then decide on which product to purchase, or tell us if you want to have similar products to people like you.

Budgeting made simple. Link your bank accounts to Butler app and it will show you all your finance at one go. It aggregate and group your finances into categories, showing you where you spend (e.g. transport, shopping).

Your personal Butler Card will provide you options to redeem exclusive perks and discounts from our industry-leading partners. Transfer money to your friends or overseas on a go.

You can add / link multiple bank accounts and it will show you all your finance at one go. Keep an eye on your Loads, Cash and Investments. Showing you the total and available balance at the top keeps you in check all the time and decrease the chance of spending more than you can.

Butler provides a 360 view of your personal finances when you sync your various bank accounts in just a few minutes. Your statements will be consolidated showing you where your money is being spent. Skip the trouble of logging in to various internet banking platforms to retrieve statements and consolidating them manually. You are now able to see it all in one platform. 

Using cutting edge technology and machine learning, Butler’s “Insights” categorizes your spending, enabling you to see how much you’re spending on eating out, shopping or even on holidays.

Be notified when you spend more than you usually do. Butler sends notification for each category when you exceed your budget. You do not need to wonder anymore if you have overspent and will be in better control of your finances.

Butler’s smart algorithms build a financial profile and provides you with a suite of financial products that is available based on your current needs and wants. Products are made available according to your current profile and affordability based on your income and expenditure in app.