OVERVIEW
OVERVIEW
FinNex: A Seamless Banking, Finance Management & Investment Experience
FinNex: A Seamless Banking, Finance Management & Investment Experience
THE CHALLENGE
THE CHALLENGE
How Do Individuals Manage Finances Better?
How Do Individuals Manage Finances Better?
Managing money across multiple apps is hard. FinNex makes it easy by combining budgeting, tracking, and investing in one simple tool.
Managing money across multiple apps is hard. FinNex makes it easy by combining budgeting, tracking, and investing in one simple tool.
UNDERSTANDING THE USERS
UNDERSTANDING THE USERS
Busy Professionals and Aspiring Investors
Busy Professionals and Aspiring Investors
FinNex is designed for two key users: busy professionals and aspiring investors.
Lisa needs a quick way to manage money and automate budgeting, while Alex wants a simple, guided approach to investing with helpful insights.
FinNex is designed for two key users: busy professionals and aspiring investors.
Lisa needs a quick way to manage money and automate budgeting, while Alex wants a simple, guided approach to investing with helpful insights.
Information Architecture
Information Architecture
The app is structured into five main sections: a financial dashboard, seamless fund transfers, investment management, budgeting and savings tools, and AI-powered insights—plus settings for personalization.
The app is structured into five main sections: a financial dashboard, seamless fund transfers, investment management, budgeting and savings tools, and AI-powered insights—plus settings for personalization.
User Flows & Paper Sketches
User Flows & Paper Sketches
I used detailed sketches instead of low-fidelity wireframes, which made it easier to design clear, focused screens and speed up the process with fewer revisions.
I used detailed sketches instead of low-fidelity wireframes, which made it easier to design clear, focused screens and speed up the process with fewer revisions.
MID-FIDELITY IDEATION
MID-FIDELITY IDEATION
Mid-Fidelity Wireframing & Prototype
Mid-Fidelity Wireframing & Prototype
The mid-fidelity wireframes shaped FinNex’s core experience, focusing on layout and usability. I designed key features like a unified dashboard, easy transfers, bill payments, budgeting, savings goals, and investment tracking. This stage helped refine how users interact with the app and made the move to high-fidelity design smoother and faster.
The mid-fidelity wireframes shaped FinNex’s core experience, focusing on layout and usability. I designed key features like a unified dashboard, easy transfers, bill payments, budgeting, savings goals, and investment tracking. This stage helped refine how users interact with the app and made the move to high-fidelity design smoother and faster.
High-Fidelity Design & Prototype
High-Fidelity Design & Prototype
CONCLUSION
CONCLUSION
Impact & Takeaways
Impact & Takeaways
FinNex helps users manage their money with ease—letting them budget, save, and invest confidently. While still in the prototype stage, the app promotes better money habits through a simple, personalized experience. This project taught me the value of clarity, structure, and designing with the user’s goals in mind.
Check out the interactive prototype here. You can check out more of my projects in this page.
FinNex helps users manage their money with ease—letting them budget, save, and invest confidently. While still in the prototype stage, the app promotes better money habits through a simple, personalized experience. This project taught me the value of clarity, structure, and designing with the user’s goals in mind.
Check out the interactive prototype here. You can check out more of my projects in this page.