Banking Project
#B2C
#end user
#banking
#web portal
Mango Tree: A product to simply banking by designing a dashboard to manage wealth by enclosing banking and retirement accounts
Find all of your financial information in one place.
• See the balance sheet snapshot on home page.
• Speak with the financial advisor.
• Retirement tools and insights available.
Final outcome screens
Project Summary
Description
It is a website for people who want to track their savings and help them reach their goal. Many users struggle with effectively managing their finances, saving for future goals (like a vacation, a new car, or buying a home), and tracking their progress. Traditional banking apps often focus on account management and transactions but lack a comprehensive solution for goal tracking and financial planning.
Why : Design challenge by friend
Objective and Research
Objective: To help the user to track all the financial information at one place.
Research: Competition Research
Key Features Selection : Used evaluation matrix to plot key features
Prototyping & Testing
Interactive Prototypes: Developed interactive prototypes that allowed users to test key features like landing page and retirement page.
User Testing:
Conducted usability testing sessions with end users to observe how they interacted with the new interface.
Key findings included:
Users appreciated the easy dashboard.
While the insights for retirement are help was useful, some users wanted to know key metics meaning.
Figma - Embedded prototype
Challenges & Future Considerations
Challenges:
Imagining the overall feature matrix and its selection.
Future Considerations:
Designing the financial advisor page and other pages.