Overview
This project is a mobile-only investment and banking app concept designed from scratch. The goal was to create a clear, secure, and approachable onboarding experience while providing users with a simple way to view balances, manage funds, and add money to their account. The project focuses on core fintech flows such as sign-up, identity verification, and account overview rather than a fully built product ecosystem.
Platform: Mobile (iOS-style)
Project Type: Concept Product
Problem Statement
Many financial apps overwhelm users during onboarding with unclear steps, dense language, or unnecessary complexity. For first-time users, trust and clarity are critical, especially when verifying identity and connecting payment methods. This concept explores how a streamlined onboarding flow and a simplified app structure can reduce friction and help users feel confident managing their finances.
Scope of the Experience
This concept focuses on essential fintech flows, including:
- Sign up and log in
- Account setup
- Identity verification
- Home dashboard (account overview)
- Explore page
- My Funds page
- Add money flow
- Add payment card
- Profile and account settings
Rather than designing every possible feature, the scope prioritizes clarity and usability for foundational user journeys.
Goals and Success Metrics
- Simplify site navigation and information hierarchy
- Improve clarity of treatment information
- Increase user engagement and reduce frustration
- Ensure accessibility and readability for all users
UX Strategy
The experience was designed with a step-by-step progression that guides users through setup without overwhelming them. Each screen presents a single primary action to reduce cognitive load and maintain focus. Navigation is kept simple with a small set of clearly labeled tabs, allowing users to quickly move between account overview, funds, and exploration.
Security-related steps such as identity verification and adding payment methods are presented with clear messaging and visual feedback to help establish trust early in the experience.
View the interactive prototype below
