Fintech Service Powered by AI to Keep You Up to Date with Your Financial Events.

Overview

This service makes it easy to track key business metrics and help you make informed decisions using artificial intelligence. Users connect their businesses to the platform where information is analyzed and important data is provided through notifications. Thus, users receive valuable information for effective management of enterprises, optimizing business processes.

Role

6 months

Tools

Figma, Chat GPT, Google Docs

Team

Designer, CTO, Frontend, Dev Team

Goal

The initial idea was to create a tool for the user that will bring together all his online businesses and provide a convenient and simple interface for checking financial performance. By analyzing the data, the service will provide useful insights and create reports that the user can easily share or receive notifications.

Timeframe

Product Designer

MVP 1.0

Challenge 1.0

When I started the project, I was faced with the challenge of organizing the design processes and putting things in order in the files, because the client had already started working on the design before my participation in the team. My experience was a real invaluable asset for the effective solution of this task. Since we successfully and fairly quickly rolled out our first version of the MVP.

Components Usability and Style Guide

User Interview and Usability Testing

We conducted user research to evaluate the product design, identify opportunities for improvement, and alleviate any issues or discomfort that users may encounter.

📍Analyze product performance and customer satisfaction.

📍Evaluate the convenience of performing basic tasks in design (archiving goals and meeting user needs).

📍Identify what meets user needs and what does not.

Goals

Method

💻 Remote

Key people on the testing session

🙋‍♂️👩‍💻 Users, Designer, CTO

Participants: 7

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Analysis and Synthesis

The results were recorded in Google Sheets.

Insights

We conducted user research to evaluate the product design, identify opportunities for improvement, and alleviate any issues or discomfort that users may encounter.

Challenge 2.0

This is the latest result of our constant pursuit to enhance the user experience. After thorough testing and valuable feedback, we confidently embarked on creating this new version, taking into account every valuable insight.

MVP 2.0

Project overview

Here are hundreds of screens that I have worked on.

Testing and Documentation

After the design phase was completed, and the project was implemented into production, I started testing the current working version of the product and looking for discrepancies that were documented and conveyed to the developers.

Next steps:

Conducting additional interviews with our target audience to better understand their needs and preferences.

📍

Proposed is a deeper integration of Artificial Intelligence into the service, enabling the creation of reports and automating virtually any user action or query simply by interacting with AI in the chat.

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Iterate, Iterate, Iterate

Thank you for your attention! 😇