FinCheckers

FinCheckers

Empowering Users with Financial Clarity

Empowering Users with Financial Clarity

Overview

Overview

FinCheckers is a fintech platform that aims to deliver financial well-being as an integral part of the day-to-day lifestyle, for the people globally who are left out due to petty reasons. By creating technology products & partnerships.

FinCheckers is a fintech platform that aims to deliver financial well-being as an integral part of the day-to-day lifestyle, for the people globally who are left out due to petty reasons. By creating technology products & partnerships.

What I did

What I did

  • Conducted competitor analysis

  • Collaborated closely with the client to understand user needs

  • Refined interactions based on user feedback

  • Conducted competitor analysis

  • Collaborated closely with the client to understand user needs

  • Refined interactions based on user feedback

  • Enhanced recipe discovery, navigation, and grocery planning

  • Designed & iterated wireframes and prototypes

  • Enhanced recipe discovery, navigation, and grocery planning

  • Designed & iterated wireframes and prototypes

The Impact

The Impact

3x

3x

Faster meal planning

Faster meal planning

60%

60%

Boost in Financial Confidence

Boost in Financial Confidence

4.2/5

4.2/5

Avg. rating on Product Hunt

Avg. rating on Product Hunt

Problem Statement

Problem Statement

USERS

USERS

FINANCIAL EXPERTS

FINANCIAL EXPERTS

Design Process

Design Process

1: FinCheckers (B2C) Product

Contributed to MVP development through user research, persona creation, and collaborative design sessions. Assisted in establishing a consistent design language.

1: FinCheckers (B2C) Product

Contributed to MVP development through user research, persona creation, and collaborative design sessions. Assisted in establishing a consistent design language.

2: FinCheckers (B2B) Agent Product

Identified agent user flows and addressed their needs, while maintaining a cohesive design language across both B2C and B2B products.

2: FinCheckers (B2B) Agent Product

Identified agent user flows and addressed their needs, while maintaining a cohesive design language across both B2C and B2B products.

Design System

Design System

  • FinCheckers Product

  • B2C

Chat

Chat

Users can search for financial experts or advisors based on filters like expertise, qualifications, certifications, and ratings. The platform allows users to review advisor profiles to find experts that match their financial needs, ensuring trust and transparency.

Users can search for financial experts or advisors based on filters like expertise, qualifications, certifications, and ratings. The platform allows users to review advisor profiles to find experts that match their financial needs, ensuring trust and transparency.

Find

Find

The platform allows users to discover financial products, access educational content, and make informed investment decisions with advisor support, improving financial literacy.

The platform allows users to discover financial products, access educational content, and make informed investment decisions with advisor support, improving financial literacy.

Share & Dashboard

Share & Dashboard

Users can share products and advisor profiles with their community, enhancing engagement and social connectivity. The personalized dashboard helps track net worth, badges, preferred experts, and financial products, offering a clear view of their financial health.

Users can share products and advisor profiles with their community, enhancing engagement and social connectivity. The personalized dashboard helps track net worth, badges, preferred experts, and financial products, offering a clear view of their financial health.

  • FinCheckers Agents Product

  • B2B

Dashboard

Dashboard

Experts can set availability, track requests, and monitor earnings to stay organized and engaged.

Experts can set availability, track requests, and monitor earnings to stay organized and engaged.

Product Requests

Product Requests

Experts can access and respond to user queries, streamlining product assistance.

Experts can access and respond to user queries, streamlining product assistance.

Chat

Chat

A streamlined chat system lets experts manage active conversations, queued requests, and archived chats efficiently.

A streamlined chat system lets experts manage active conversations, queued requests, and archived chats efficiently.

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