The Challenge of Simplifying Finance
MoneyFactory AI, a fintech startup in its seed stage, aimed to revolutionize personal finance management with AI-driven insights. However, despite its promising technology, it struggled with low user engagement, confusing navigation, high drop-off rates, and poor retention.
Users found the platform difficult to use, leading to low activation rates and a high churn rate.
MoneyFactory AI, a fintech startup in its seed stage, aimed to revolutionize personal finance management with AI-driven insights. However, despite its promising technology, it struggled with low user engagement, confusing navigation, high drop-off rates, and poor retention.
Users found the platform difficult to use, leading to low activation rates and a high churn rate.
CLIENT
Moneyfactory AI
YEAR
2024 - Ongoing
2024 - Ongoing
INDUSTRY
Finance
Finance
SCOPE
Mobile App Design
Mobile App Design
The Challenge
The Challenge
The Challenge
How do we make MoneyFactory AI simpler, more engaging, and intuitive for everyday consumers?
To make MoneyFactory AI simpler, more engaging, and intuitive for everyday consumers, we need to focus on reducing complexity and enhancing user experience. A clean, minimal interface with clear navigation ensures that users can easily access what they need without feeling overwhelmed.
Replacing technical jargon with friendly, conversational language makes financial tools more approachable, while interactive onboarding helps users get started quickly. AI-driven recommendations and seamless integration with financial tools can further streamline the experience, making MoneyFactory AI feel like a natural extension of users’ financial habits.
Engagement comes from making the platform visually appealing, interactive, and rewarding. Gamification elements like progress tracking, rewards, or bite-sized financial insights can keep users motivated. Instead of presenting complex data, MoneyFactory AI should provide personalized, easy-to-understand suggestions that feel more like guidance from a trusted financial advisor. By balancing simplicity with intelligence, MoneyFactory AI can become an indispensable financial companion for everyday users.
The Root of the Problem
Why Users Were Struggling?
To diagnose the issue, we conducted a competitive analysis and user interviews with early adopters.
Here's what we found:
Users craved simplicity. The market was cluttered with complex fintech tools that lacked clarity on how they delivered value.
The onboarding flow was overwhelming. Users had to go through multiple steps just to start using the platform, leading to early frustration.
Navigation felt scattered. Users struggled to find the most important features, reducing engagement.
No immediate ROI visibility. People didn't see the benefit of using MoneyFactory AI right away, leading to high churn.
The core insight? Users wanted a fast, effortless, and immediately rewarding experience.
Our Strategy
Key UX Challenges We Addressed
Complex Workflows > Simplified User Journey
Lack of Behavior Data > Testing and Iteration with Real Users
Confusing Navigation > Intuitive Information Architecture
Low Engagement > Gamification & Habit Formation Techniques
Our Approach
The Redesign Approach
Rethinking Onboarding for Instant Value
Instead of a long setup process, we introduced an interactive onboarding experience that showed users immediate financial insights with minimal input.
Personalized AI recommendations were surfaced right from the start, so users saw the benefit within minutes rather than days.
Streamlining Navigation for Effortless Use
We redesigned the core UI using a card-based dashboard, bringing the most valuable insights forward.
Important actions were prioritized based on user intent, reducing the cognitive load.
Gamification & Engagement Triggers
We introduced progress indicators, streaks, and achievement badges to encourage continued use.
A real-time financial health score was added, acting as a motivating KPI for users to improve.
Personalized Insights That Users Actually Understand
Instead of jargon-heavy financial data, we translated insights into human language with actionable next steps.
Users received tailored financial recommendations, increasing perceived value.
Design & Testing
Process
From Wireframes to a Polished Experience
Wireframing & Prototyping: Created multiple variations and tested navigation flows.
User Testing: Conducted usability sessions to refine the experience.
Iteration Based on Feedback: Adjusted layouts, content hierarchy, and feature prioritization based on real-world user interactions.
The Results
A Game-Changer for MoneyFactory AI
After implementing these UX changes, MoneyFactory AI saw transformative results:
User engagement time increased by 40%
Secured funding due to improved retention metrics
User satisfaction scores improved by 60%
Most importantly, the platform no longer felt like a financial burden but an empowering tool for usersto manage their money effortlessly.
The Root of the
Problem
The Root of the Problem
Why Users Were Struggling?
To diagnose the issue, we conducted a competitive analysis and user interviews with early adopters.
Here's what we found:
Users craved simplicity. The market was cluttered with complex fintech tools that lacked clarity on how they delivered value.
The onboarding flow was overwhelming. Users had to go through multiple steps just to start using the platform, leading to early frustration.
Navigation felt scattered. Users struggled to find the most important features, reducing engagement.
No immediate ROI visibility. People didn't see the benefit of using MoneyFactory AI right away, leading to high churn.
The core insight? Users wanted a fast, effortless, and immediately rewarding experience.
To diagnose the issue, we conducted a competitive analysis and user interviews with early adopters.
Here's what we found:
Users craved simplicity. The market was cluttered with complex fintech tools that lacked clarity on how they delivered value.
The onboarding flow was overwhelming. Users had to go through multiple steps just to start using the platform, leading to early frustration.
Navigation felt scattered. Users struggled to find the most important features, reducing engagement.
No immediate ROI visibility. People didn't see the benefit of using MoneyFactory AI right away, leading to high churn.
The core insight? Users wanted a fast, effortless, and immediately rewarding experience.
Our Strategy
Our Strategy
Our Strategy
Key UX Challenges We Addressed
Complex Workflows > Simplified User Journey
Lack of Behavior Data > Testing and Iteration with Real Users
Confusing Navigation > Intuitive Information Architecture
Low Engagement > Gamification & Habit Formation Techniques
Complex Workflows > Simplified User Journey
Lack of Behavior Data > Testing and Iteration with Real Users
Confusing Navigation > Intuitive Information Architecture
Low Engagement > Gamification & Habit Formation Techniques
Our Approach
Our Approach
The Redesign Approach
Rethinking Onboarding for Instant Value
Instead of a long setup process, we introduced an interactive onboarding experience that showed users immediate financial insights with minimal input.
Personalized AI recommendations were surfaced right from the start, so users saw the benefit within minutes rather than days.
Streamlining Navigation for Effortless Use
We redesigned the core UI using a card-based dashboard, bringing the most valuable insights forward.
Important actions were prioritized based on user intent, reducing the cognitive load.
Gamification & Engagement Triggers
We introduced progress indicators, streaks, and achievement badges to encourage continued use.
A real-time financial health score was added, acting as a motivating KPI for users to improve.
Personalized Insights That Users Actually Understand
Instead of jargon-heavy financial data, we translated insights into human language with
actionable next steps.
Users received tailored financial recommendations, increasing perceived value.
Design & Testing
Process
Design & Testing Process
From Wireframes to a Polished Experience
Wireframing & Prototyping: Created multiple variations and tested navigation flows.
User Testing: Conducted usability sessions to refine the experience.
Iteration Based on Feedback: Adjusted layouts, content hierarchy, and feature prioritization based on real-world user interactions.
The Results
The Results
A Game-Changer for MoneyFactory AI
After implementing these UX changes, MoneyFactory AI saw transformative results:
User engagement time increased by 40%
Secured funding due to improved retention metrics
User satisfaction scores improved by 60%
Most importantly, the platform no longer felt like a financial burden but an empowering tool for usersto manage their money effortlessly.
LET'S TALK!
Want to get your product designed?
Some of the recent design and product work we have done for our partners (case studies coming soon!)
© 2025, Procrayon Studios Pvt. Ltd.
Mady with 💖 by Pros
LET'S TALK!
Want to get your product designed?
Some of the recent design and product work we have done for our partners (case studies coming soon!)
© 2025, Procrayon Studios Pvt. Ltd.
Mady with 💖 by Pros
LET'S TALK!
Want to get your product designed?
Some of the recent design and product work we have done for our partners (case studies coming soon!)
© 2025, Procrayon Studios Pvt. Ltd.
Mady with 💖 by Pros