The client faced significant challenges with their existing platform, which lacked an intuitive user experience and did not effectively engage users. Users struggled to navigate the financial interface, limiting their ability to understand their cash flow, assets, and overall financial profile. The client needed a solution that would simplify user interactions, deliver clear insights, and ensure a consistent visual design.
geniant developed a complete digital transformation strategy, starting with user research to understand the client’s audience. A comprehensive clickable prototype was created, incorporating an intuitive onboarding process, a visually cohesive dashboard, and advanced features for financial management. Users could track assets, liabilities, net worth, income, and expenses, while receiving clear guidance on financial improvement. The solution was rigorously tested and iteratively refined, ensuring a polished and user-centric final product.