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Intellect Financial Planner

Finance app for iPad


FNA app

About


Financial apps are tools used by financial managers to understand and plan for the insurance and risk management of their clients based on existing financial assets, liabilities and goals. They have lots of forms and can easily give you a headache.


The Challenge


Polaris FT had an existing web app. It wanted to have a companion iPad app. However, the challenge at hand was to make the process of input playful and emotive, so that not only financial managers but also individual families could use the interface.



existing web application

The existing web app


Conceptualization


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After understanding the pain points of the existing app, I had a clear idea of the design considerations.

  • 1. Process of input - playful and emotive
  • 2. Visualize valuable output with minimum input
  • 3. Sequential and consistent workflow

After hours of brainstorming and whiteboarding with my team, I came up with four different concepts - Modular, Board game, Drag/Drop; and Dream Island. These concepts explored various metaphoric design ideas and gestures for I/O including touch, click, Drag & Drop, Pinch and Spread.



The Modular


This is straightforward. User inputs data into the vertical accordion styled forms on the right and gets feedback to the left.



Board game


User inputs data onto a time-board by dragging properties in. A feedback dialog box with pre-populated values appear after each task.



Drag/Drop


Real-time feedback as the user drags and drops coins into the output itself. The coins have preset values and a suitable affordance.



Dream Island


This concept proposes gamification of input where users place castles on an island and build an imaginary territory.



Mockups


Mockup and Wireframe

Shots from the initial mockup

Visual Design

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User Studies


We conducted cognitive walkthroughs with the mocks. We found out that users could easily relate it with a board game like monopoly. The users could complete their tasks much faster than with the web counterpart. However, the timeline around the UI was a major drawback.


Final Design


In the final design, we changed the timeline to the top of the viewport. I completed the visual design, cut the assets and sent it off to production.

The app was launched last year and is now available on the App store.


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