Finsage : Financial Planner
Problem Statement
Many individuals struggle with ineffective financial management, leading to stress and suboptimal decisions. Existing tools lack a holistic approach, hindering seamless budgeting, goal setting, investment tracking, and financial education. FinSage aims to address these challenges by offering a user-friendly app that combines these features, empowering users to achieve financial wellbeing and confidence.
Objectives & Goals
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Provide users with a user-friendly budgeting tool for effective financial control.
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Attain a user satisfaction rating of 80% or higher for the budgeting feature within six months.
Our Process
Objectives & Goals
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Convincing users to adopt a new financial planning app and ensuring they continue using it regularly.
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Building and maintaining trust regarding the security of users' financial data.
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Overcoming the challenge of low financial literacy among users.
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Adapting to economic uncertainties and market fluctuations that may impact user financial behaviors.
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Navigating and complying with financial regulations and data protection laws.
User Needs
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Most user needs financial planning app which helps in maintaining their finances.
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Users need a seamless and automated way to track and categorize expenses, providing a clear picture of where their money is going without manual effort.
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Users need a tool that simplifies the complexities of financial management, making it easy to track income, expenses, and overall financial health.
Features & Functionalities
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FinSage analysis spending, identifies patterns, and generates adaptive smart budgets based on real-time financial behavior.
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Finsage AI analysis the spend and budget trend and suggest the investments accodingly.
FinSage offers personalized financial health workouts that guide users through a series of activities and challenges.
Competitor Analysis
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Mint
Features
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Budgeting tools with expense tracking.
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Bill payment reminders.
Quantitative Research
89% of people don't use any financial planning app.
67% Have'nt engage with any financial education content.
78% Users are confident for using a financial planning app in security purpose.
89% Users track their investments regularly.
78% Users have sustainable financial habits.
Wireframes
YNAB (You Need A Budget)
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Goal tracking for expenses and savings.
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Zero-based budgeting approach.
Features
Prototypes
