Finease
Info
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Project Overview
The product:
A finance app that allows you to keep track of your spending habits, send money, and pay bills.
The Problem:
People spend money through multiple platforms and own subscriptions to different companies, making it hard to keep track of it all.
The Goal:
To provide a user-friendly financial management platform, allowing users to worry less about their transactions.
Understanding The User
User Research: Pain Points
Difficulty in keeping track of multiple bills due to them being in multiple platforms. Finease puts all bill payments in one place, creating convenience.
Difficulty in understanding your own spending habits from lack of insights. Finease breaks down your transactions through visuals, showing your spending patterns and the flow of money.
Difficulty in transferring money to peers from using different applications, causing delays and inconvenience. Finease allows for an easy money transfer from its centralized platform.
Persona — Steven Brown
Goals
• Keep track of expenses
• Send money to friends easily
• Pay bills in one place
Frustrations
• Switching between banking apps
• No unified financial view
• Losing track of daily spending
SB
Steven Brown
31 years old · Marketing Manager
Toronto · Bachelor of Business
Problem Statement
Steven needs one calm, trustworthy place to understand his financial life, move money confidently, and stay ahead of bills.
User Flow
From overview to action
Finease keeps account management simple: start with a clear overview, then take the next best action.
01 Home
02 Cards
03 Balance history
04 Profile
Pay a bill
Bill due today?
Yes
Continue to Pay Bill and confirm the payment.
Send money
Recipient selected?
Yes
Continue to Send Money and review the transfer.
