MoneyPlanned
An automated financial planning app for users who want to plan, invest and track their money and goals on the go. It gives a personalized plan that suits you best. You can invest in the best mutual funds for planning goals, bank deposits, insurances, and loans as well as track your entire portfolio and spending; all in one app.
Branding
UX Design
UI Design
Aug - Dec 2022
Date
Branding & Product Design
My Role
Fintech
Industry
5
Team
Aug - Dec 2022
Date
Branding & Product Design
My Role
Fintech
Industry
5
Team
Aug - Dec 2022
Date
Branding & Product Design
My Role
Fintech
Industry
5
Team
Aug - Dec 2022
Date
Rebranding & Product Design
My Role
Fintech
Industry
5
Team
Challenges while Redesign
The rebranding aimed to retain the brand image to existing users yet appear as a fresh brand and improve user engagement and better connect with users.
The old version was lacking discoverability, difficult in usability and a cluttered interfaces, making it difficult for users to fully utilize its capabilities. We have added more features to it and designed the app to be user-friendly and appealing aesthetics.
The app has to be designed for flexibility of scaling up in the future for bigger financial plans.
Challenges while Redesign
The rebranding aimed to retain the brand image to existing users yet appear as a fresh brand and improve user engagement and better connect with users.
The old version was lacking discoverability, difficult in usability and a cluttered interfaces, making it difficult for users to fully utilize its capabilities. We have added more features to it and designed the app to be user-friendly and appealing aesthetics.
The app has to be designed for flexibility of scaling up in the future for bigger financial plans.
Challenges while Redesign
The rebranding aimed to retain the brand image to existing users yet appear as a fresh brand and improve user engagement and better connect with users.
The old version was lacking discoverability, difficult in usability and a cluttered interfaces, making it difficult for users to fully utilize its capabilities. We have added more features to it and designed the app to be user-friendly and appealing aesthetics.
The app has to be designed for flexibility of scaling up in the future for bigger financial plans.
Challenges while Redesign
The rebranding aimed to retain the brand image to existing users yet appear as a fresh brand and improve user engagement and better connect with users.
The old version was lacking discoverability, difficult in usability and a cluttered interfaces, making it difficult for users to fully utilize its capabilities. We have added more features to it and designed the app to be user-friendly and appealing aesthetics.
The app has to be designed for flexibility of scaling up in the future for bigger financial plans.
Brand Strategy
We've maintained the essence of MoneyPlanned's identity while infusing it with a new energy to captivate users. Our goal? To deliver a super cool premium experience that resonates with our audience.
A brand that feels both familiar and refreshingly new ✨
Brand Strategy
We've maintained the essence of MoneyPlanned's identity while infusing it with a new energy to captivate users. Our goal? To deliver a super cool premium experience that resonates with our audience.
A brand that feels both familiar and refreshingly new ✨
Brand Strategy
We've maintained the essence of MoneyPlanned's identity while infusing it with a new energy to captivate users. Our goal? To deliver a super cool premium experience that resonates with our audience.
A brand that feels both familiar and refreshingly new ✨
Brand Strategy
We've maintained the essence of MoneyPlanned's identity while infusing it with a new energy to captivate users. Our goal? To deliver a super cool premium experience that resonates with our audience.
A brand that feels both familiar and refreshingly new ✨
Visual Identity
These primary colors, along with their gradients, create a sense of security, innovation, and premium quality. The thoughtful use of these hues ensures that our brand feels trustworthy and innovative, instilling confidence in our users from the moment they engage with the app. We chose the "Manrope" font for its clarity and professionalism, ensuring numbers are easy to read and the overall look is polished and premium.
Brand Keywords
Secure, Transparent, Growth, Modern, Innovation, Smart
Visual Identity
These primary colors, along with their gradients, create a sense of security, innovation, and premium quality. The thoughtful use of these hues ensures that our brand feels trustworthy and innovative, instilling confidence in our users from the moment they engage with the app. We chose the "Manrope" font for its clarity and professionalism, ensuring numbers are easy to read and the overall look is polished and premium.
Brand Keywords
Secure, Transparent, Growth, Modern, Innovation, Smart
Visual Identity
These primary colors, along with their gradients, create a sense of security, innovation, and premium quality. The thoughtful use of these hues ensures that our brand feels trustworthy and innovative, instilling confidence in our users from the moment they engage with the app. We chose the "Manrope" font for its clarity and professionalism, ensuring numbers are easy to read and the overall look is polished and premium.
Brand Keywords
Secure, Transparent, Growth, Modern, Innovation, Smart
Visual Identity
These primary colors, along with their gradients, create a sense of security, innovation, and premium quality. The thoughtful use of these hues ensures that our brand feels trustworthy and innovative, instilling confidence in our users from the moment they engage with the app. We chose the "Manrope" font for its clarity and professionalism, ensuring numbers are easy to read and the overall look is polished and premium.
Brand Keywords
Secure, Transparent, Growth, Modern, Innovation, Smart
Logo
MoneyPlanned, Automate and achieve your financial goals the easy way. The Brand mark is a paper folded to look like letter ‘M’ and mountain peak, the fluctuating nature of stocks and funds. It represents success and growth. Soft edges accentuate a friendly approach.
Logo
MoneyPlanned, Automate and achieve your financial goals the easy way. The Brand mark is a paper folded to look like letter ‘M’ and mountain peak, the fluctuating nature of stocks and funds. It represents success and growth. Soft edges accentuate a friendly approach.
Logo
MoneyPlanned, Automate and achieve your financial goals the easy way. The Brand mark is a paper folded to look like letter ‘M’ and mountain peak, the fluctuating nature of stocks and funds. It represents success and growth. Soft edges accentuate a friendly approach.
Logo
MoneyPlanned, Automate and achieve your financial goals the easy way. The Brand mark is a paper folded to look like letter ‘M’ and mountain peak, the fluctuating nature of stocks and funds. It represents success and growth. Soft edges accentuate a friendly approach.
How did we go about it?
During the discovery phase, we talked to users and studied competitors to really understand what people need and what’s out there. Then, we sketched out ideas and built prototypes to design user-friendly solutions, and polished the visuals through several rounds of UI design to make sure everything looked great and was easy to use.
How did we go about it?
During the discovery phase, we talked to users and studied competitors to really understand what people need and what’s out there. Then, we sketched out ideas and built prototypes to design user-friendly solutions, and polished the visuals through several rounds of UI design to make sure everything looked great and was easy to use.
How did we go about it?
During the discovery phase, we talked to users and studied competitors to really understand what people need and what’s out there. Then, we sketched out ideas and built prototypes to design user-friendly solutions, and polished the visuals through several rounds of UI design to make sure everything looked great and was easy to use.
How did we go about it?
During the discovery phase, we talked to users and studied competitors to really understand what people need and what’s out there. Then, we sketched out ideas and built prototypes to design user-friendly solutions, and polished the visuals through several rounds of UI design to make sure everything looked great and was easy to use.
Research Insights
Research Insights
Research Insights
Research Insights
What MoneyPlanned's active users wanted
What MoneyPlanned's active users wanted
What MoneyPlanned's active users wanted
What MoneyPlanned's active users wanted
Analysing Data from Users/Research/Insights
We analyzed data from user research and insights by creating detailed user personas, conducting competitor analysis, and comparing features to identify gaps and opportunities. Additionally, we developed empathy maps to better understand user emotions and motivations, ensuring our designs truly resonate with their needs.
Analysing Data from Users/Research/Insights
We analyzed data from user research and insights by creating detailed user personas, conducting competitor analysis, and comparing features to identify gaps and opportunities. Additionally, we developed empathy maps to better understand user emotions and motivations, ensuring our designs truly resonate with their needs.
Analysing Data from Users/Research/Insights
We analyzed data from user research and insights by creating detailed user personas, conducting competitor analysis, and comparing features to identify gaps and opportunities. Additionally, we developed empathy maps to better understand user emotions and motivations, ensuring our designs truly resonate with their needs.
Analysing Data from Users/Research/Insights
We analyzed data from user research and insights by creating detailed user personas, conducting competitor analysis, and comparing features to identify gaps and opportunities. Additionally, we developed empathy maps to better understand user emotions and motivations, ensuring our designs truly resonate with their needs.
Structuring the Information
Structuring the Information
Structuring the Information
Structuring the Information
The Final Product
We aimed for a balance between usability and aesthetics. We opted for a glassmorphic design approach, incorporating 3D-looking 2D illustrations to impart a premium feel to our fintech app. Our design instills a sense of control and growth, ensuring users feel empowered and confident in managing their finances.
The Final Product
We aimed for a balance between usability and aesthetics. We opted for a glassmorphic design approach, incorporating 3D-looking 2D illustrations to impart a premium feel to our fintech app. Our design instills a sense of control and growth, ensuring users feel empowered and confident in managing their finances.
The Final Product
We aimed for a balance between usability and aesthetics. We opted for a glassmorphic design approach, incorporating 3D-looking 2D illustrations to impart a premium feel to our fintech app. Our design instills a sense of control and growth, ensuring users feel empowered and confident in managing their finances.
The Final Product
We aimed for a balance between usability and aesthetics. We opted for a glassmorphic design approach, incorporating 3D-looking 2D illustrations to impart a premium feel to our fintech app. Our design instills a sense of control and growth, ensuring users feel empowered and confident in managing their finances.
Homepage 🏠
Our homepage design ensures users feel in control and confident in managing their finances.
Homepage 🏠
Our homepage design ensures users feel in control and confident in managing their finances.
Homepage 🏠
Our homepage design ensures users feel in control and confident in managing their finances.
Homepage 🏠
Our homepage design ensures users feel in control and confident in managing their finances.
Goal Setting Flow 🎯
We simplified the goal-setting process by iterating extensively to make it quick in 3 simple steps and user-friendly. Educating the users about funds their money is invested in.
Goal Setting Flow 🎯
We simplified the goal-setting process by iterating extensively to make it quick in 3 simple steps and user-friendly. Educating the users about funds their money is invested in.
Goal Setting Flow 🎯
We simplified the goal-setting process by iterating extensively to make it quick in 3 simple steps and user-friendly. Educating the users about funds their money is invested in.
Goal Setting Flow 🎯
We simplified the goal-setting process by iterating extensively to make it quick in 3 simple steps and user-friendly. Educating the users about funds their money is invested in.
Goal Tracking Flow 📊
We designed the goal tracking flow to be engaging and enjoyable, transforming the process of building financial goals into a fun experience. Users can easily monitor their progress with a lively, interactive interface that keeps financial management exciting.
Goal Tracking Flow 📊
We designed the goal tracking flow to be engaging and enjoyable, transforming the process of building financial goals into a fun experience. Users can easily monitor their progress with a lively, interactive interface that keeps financial management exciting.
Goal Tracking Flow 📊
We designed the goal tracking flow to be engaging and enjoyable, transforming the process of building financial goals into a fun experience. Users can easily monitor their progress with a lively, interactive interface that keeps financial management exciting.
Goal Tracking Flow 📊
We designed the goal tracking flow to be engaging and enjoyable, transforming the process of building financial goals into a fun experience. Users can easily monitor their progress with a lively, interactive interface that keeps financial management exciting.
Engaging UI 🤩
The interface gives the confidence for users to make important financial decisions. With interactive elements and a lively design, we ensure the experience is both dynamic and user-friendly, making financial management more fun.
Engaging UI 🤩
The interface gives the confidence for users to make important financial decisions. With interactive elements and a lively design, we ensure the experience is both dynamic and user-friendly, making financial management more fun.
Engaging UI 🤩
The interface gives the confidence for users to make important financial decisions. With interactive elements and a lively design, we ensure the experience is both dynamic and user-friendly, making financial management more fun.
Engaging UI 🤩
The interface gives the confidence for users to make important financial decisions. With interactive elements and a lively design, we ensure the experience is both dynamic and user-friendly, making financial management more fun.
Human-friendly UX Copy 👋🏻
We crafted creative, human-like UX copy to make the app feel more personal and approachable. This friendly language helps users feel connected and engaged, as if they're interacting with a helpful companion rather than just an app.
Human-friendly UX Copy 👋🏻
We crafted creative, human-like UX copy to make the app feel more personal and approachable. This friendly language helps users feel connected and engaged, as if they're interacting with a helpful companion rather than just an app.
Human-friendly UX Copy 👋🏻
We crafted creative, human-like UX copy to make the app feel more personal and approachable. This friendly language helps users feel connected and engaged, as if they're interacting with a helpful companion rather than just an app.
Human-friendly UX Copy 👋🏻
We crafted creative, human-like UX copy to make the app feel more personal and approachable. This friendly language helps users feel connected and engaged, as if they're interacting with a helpful companion rather than just an app.
"We need a dark mode design as well…" 🌚
At the last minute, our clients requested a dark mode design for the app. Despite the tight timeline, we swiftly implemented this feature and even created a dark mode cheat sheet for seamless integration
Dark Mode Cheetsheet
"We need a dark mode design as well…" 🌚
At the last minute, our clients requested a dark mode design for the app. Despite the tight timeline, we swiftly implemented this feature and even created a dark mode cheat sheet for seamless integration
Dark Mode Cheetsheet
"We need a dark mode design as well…" 🌚
At the last minute, our clients requested a dark mode design for the app. Despite the tight timeline, we swiftly implemented this feature and even created a dark mode cheat sheet for seamless integration
Dark Mode Cheetsheet
"We need a dark mode design as well…" 🌚
At the last minute, our clients requested a dark mode design for the app. Despite the tight timeline, we swiftly implemented this feature and even created a dark mode cheat sheet for seamless integration
Dark Mode Cheetsheet
Deliverables
Brand Guidelines
Social Media Templates
Pitch Deck
Discovery Documents
UX Processes
Wireframes
UI Designs
Illustrations
Micro Animations
Style Guide
Prototype
Deliverables
Brand Guidelines
Social Media Templates
Pitch Deck
Discovery Documents
UX Processes
Wireframes
UI Designs
Illustrations
Micro Animations
Style Guide
Prototype
Deliverables
Brand Guidelines
Social Media Templates
Pitch Deck
Discovery Documents
UX Processes
Wireframes
UI Designs
Illustrations
Micro Animations
Style Guide
Prototype
Deliverables
Brand Guidelines
Social Media Templates
Pitch Deck
Discovery Documents
UX Processes
Wireframes
UI Designs
Illustrations
Micro Animations
Style Guide
Prototype
Learnings
Gained deeper knowledge of investments and long-term money planning.
Learned the intricacies of fintech transactions.
Understood what builds user trust for financial apps.
Discovered strategies to encourage investment from users who are not financially savvy.
Next Steps
6 months later MoneyPlanned came back with some app usage data, We enhanced the Goal setting flow by shortening 4 steps to 3
We simplified the Investment Planning page where users now get a better understanding of the funds they are investing in, and Onboarding users to setup a new goal is now simpler.
MoneyPlanned has scaled from
10k -> 1.2 lakh active users 📈
Learnings
Gained deeper knowledge of investments and long-term money planning.
Learned the intricacies of fintech transactions.
Understood what builds user trust for financial apps.
Discovered strategies to encourage investment from users who are not financially savvy.
Next Steps
6 months later MoneyPlanned came back with some app usage data, We enhanced the Goal setting flow by shortening 4 steps to 3
We simplified the In
MoneyPlanned has scaled from
10k -> 1.2 lakh active users 📈
Learnings
Gained deeper knowledge of investments and long-term money planning.
Learned the intricacies of fintech transactions.
Understood what builds user trust for financial apps.
Discovered strategies to encourage investment from users who are not financially savvy.
Next Steps
6 months later MoneyPlanned came back with some app usage data, We enhanced the Goal setting flow by shortening 4 steps to 3
We simplified the In
MoneyPlanned has scaled from
10k -> 1.2 lakh active users 📈
Learnings
Gained deeper knowledge of investments and long-term money planning.
Learned the intricacies of fintech transactions.
Understood what builds user trust for financial apps.
Discovered strategies to encourage investment from users who are not financially savvy.
Next Steps
6 months later MoneyPlanned came back with some app usage data, We enhanced the Goal setting flow by shortening 4 steps to 3
We simplified the In
