Project Brief.

FinWiz is a user-centric investment management app designed to make mutual fund investing simple, accessible, and goal-driven. With an intuitive interface and real-time portfolio insights, FinWiz empowers individuals to track, manage, and grow their investments effortlessly.

Our Goal.

Our Goal
Recommend customized portfolios based on users’ financial goals, risk appetite, and investment horizon.

Discovery Section.

Keypoints

Stakeholder Heading.

A two-day workshop to explore business objectives, key insights, competitors, challenges, and target audience.

Competitor Study.

Aimed at analyzing competitor websites’ UI, visual design, information hierarchy, subscription journey, and customer service.

Define Section .

Keypoints

User Personas .

Developed personas to better understand user groups and their pain points across segments like B2B and B2C.

Information Architecture.

Wireframes were created which provide realistic content and blueprint of visuals, enabling precise feedback and aligning teams before moving to visual design.

Design & Delivery.

High Fidelity Wireframes

High Fidelity Wireframes.

High Fidelity Wireframes High Fidelity Wireframes High Fidelity Wireframes High Fidelity Wireframes High Fidelity Wireframes High Fidelity Wireframes High Fidelity Wireframes High Fidelity Wireframes

Visual Design & Design System.

We craft cohesive visual designs that elevate user experience and reinforce brand identity. Our design system provides reusable components, style guidelines, and interaction patterns.We craft cohesive visual designs that elevate user experience and reinforce brand identity. Our design system provides reusable components, style guidelines, and interaction patterns.