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.




Please view this case study on a tablet or desktop device.
Apologies for the inconvenience
Thanks for visiting.
Stay Awesome.
Thanks for visiting.
Stay Awesome.
↑ Scroll Up