Partum
Partum is a Gen Z-focused fintech platform offering simplified tools for budgeting, expense tracking, and investment planning. It empowers users to take control of their finances with an intuitive interface and actionable insights, fostering financial independence and smarter money habits.
Role
UI & UX designer
Website
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Challenge
Users faced difficulty managing their finances effectively due to fragmented tools and a lack of accessible, user-friendly solutions for budgeting, expense tracking, and planning investments.
Goal
To design a comprehensive fintech platform that simplifies financial management by consolidating essential tools into a single intuitive interface, empowering users to make informed decisions about their money.
Background:
Partum is a unified fintech platform developed to simplify financial management for individuals and families. It aims to:
Help users gain insights into their spending and saving patterns.
Provide actionable advice to improve financial stability.
Make investment planning more accessible and less intimidating.
Research Goals:
Understand user behaviors and pain points in managing finances.
Identify key features needed to enhance usability and improve decision-making.
Methodologies:
Surveys: Gathered data on user preferences and pain points.
User Testing: Evaluated prototypes to optimize usability and feature placement.
User Interviews:
Conducted interviews with individuals and families to understand their financial management habits and pain points. Users reported struggling with fragmented tools, lack of clarity in tracking expenses, and feeling overwhelmed by complex investment options. These insights shaped Partum’s focus on creating a unified, user-friendly platform for effective financial management.
Competitive Analysis:
Evaluated existing fintech platforms to understand how they address budgeting, expense tracking, and investment planning. Key findings revealed that many solutions were either too complex or failed to integrate all financial tools into a single platform. Partum set itself apart by offering an all-in-one solution with intuitive interfaces, automated categorization, and investment guidance, simplifying financial management for users at all levels.
Research Findings:
Complexity & Fragmentation: Users found it challenging to manage their finances due to the fragmentation of financial tools, which made tracking expenses, budgeting, and investing difficult.
Simplicity & Clarity: There was a strong demand for a simple, intuitive platform that provided clear insights into spending and financial goals.
Expense Tracking: Users desired automated categorization of expenses and an easier way to set and track budgets.
Investment Guidance: Many users expressed a lack of confidence in making investment decisions and sought a platform that could provide accessible and personalized advice.
Features:
Budgeting Tools: Allows users to set budgets, track expenses, and visualize spending patterns with customizable categories.
Expense Categorization: Automatically categorizes expenses to make tracking and reporting easier for users.
Investment Guidance: Offers accessible, beginner-friendly investment recommendations and tools for tracking investment progress.
Financial Insights: Provides users with actionable insights into their financial health, helping them make informed decisions.
Cross-Platform Compatibility: Ensures users can access their financial data seamlessly across devices, including mobile, desktop, and tablet.
Goal Setting: Users can set and track financial goals, such as saving for a specific purchase or planning for retirement.
Information architecture
Created a sitemap that establishes primary navigation through four key sections: Budget, Track, Invest, and Insights.Each section is subdivided to enable users to easily manage their finances, monitor expenses, plan investments, and gain actionable insights into their financial health.
Wireframes
Budgeting Dashboard: The layout prioritizes visual clarity, providing users with an overview of their financial data, including income, expenses, and budget progress. Key actions such as adding new expenses or setting budget limits are easily accessible.
Investment Interface: Designed to simplify investment tracking, the interface offers an easy-to-understand overview of the user’s investment portfolio, with clear metrics and personalized recommendations for next steps.
High-fidelity key-screens
Usability Testing & Outcome:
Feedback-Driven Iterations: Simplified the budgeting dashboard for better clarity, while streamlining the expense tracking and investment sections for faster data entry and real-time updates.
Outcome: Users found it easier to categorize expenses and monitor budget progress, leading to a 30% reduction in time spent managing finances. Additionally, users reported feeling more confident in making investment decisions, with many expressing satisfaction in the platform’s ease of use and clarity.
Key Takeaway: Through iterative testing, the interface was refined to create an intuitive and accessible platform, simplifying financial management for users by enabling easy expense tracking, budget setting, and investment management without overwhelming them.
Lesson Learned: A clean and user-friendly design is crucial for building financial confidence and promoting regular use in complex applications like budgeting and investment tools. Clear and guided workflows significantly improve user engagement and adoption rates.