Forte
UX Research - App Design - Design Thinking
Company
Forte
My Role
Product Designer
Tools
Figma Framer ChatGpt Notion
Timeline
2024
Description
Managing finances with tools for tracking expenses and budgeting.
Context
In today's complex financial landscape, individuals often struggle with managing multiple accounts, understanding investment opportunities, and making informed financial decisions. Existing financial apps typically focus on basic banking functions, leaving a gap for comprehensive solutions that also educate users. Forte was developed to fill this gap, offering a seamless integration of financial management, real-time analysis, and educational resources, all within an intuitive interface.
Problem
As people have many financial obligations, they require a single platform to assist in managing their finances effectively. This platform should help limit unnecessary expenses and enable users to reach their financial objectives. The obstacle was to develop a mobile application that is user-friendly, intuitive, and packed with features to cater to these diverse financial requirements while ensuring a seamless user experience.
Process
The development of Forte was based on the Design Thinking methodology, which allowed us to focus on the needs and experiences of users. Below are the key stages of the process:
1. Empathize: In this stage, we focused on deeply understanding our users. We conducted interviews, surveys, and observation sessions to gather information about their financial habits, challenges, and expectations. These activities provided us with a comprehensive view of user needs and problems, allowing us to identify patterns and critical points in their financial management.
2. Define: With the collected information, we defined the main problems and needs of the users. We created user personas and empathy maps to synthesize the insights obtained. This stage was crucial to establish a clear and focused vision of what we wanted to solve with Forte. We defined problems such as the lack of integrated financial tools and the need for accessible financial education.
3. Ideate: In the ideation stage, we organized brainstorming sessions and used techniques like SCAMPER and mind mapping to generate a wide variety of ideas and possible solutions. We evaluated these ideas using criteria of feasibility, impact, and alignment with user needs. The goal was to explore all possible solutions without restrictions, fostering creativity and innovation.
4. Prototype: We developed low-fidelity (wireframes) and then high-fidelity prototypes, representing the key functionalities and user interface of Forte. These prototypes were iterative, continuously improved as we received feedback. In this stage, we focused on creating tangible versions of our ideas that could be tested and evaluated.
5. Test: We tested the prototypes with real users, gathering detailed feedback on usability, functionality, and overall satisfaction. We conducted several rounds of testing, each followed by refinements and adjustments based on the feedback received. This cycle of testing and adjustments allowed us to iterate quickly and improve the app, ensuring it met user expectations and needs.
Solution
Forte provides a comprehensive solution that combines financial account management, real-time investment analysis, and educational resources into a single intuitive platform. This integration allows users to make informed financial decisions, optimize their investments, and improve their financial literacy. With advanced analysis features, customizable notifications, and a user-friendly interface, Forte addresses the unmet needs of users, enabling efficient personal finance management and promoting financial education.
Final conclusions
The development of Forte has been a success, creating an intuitive financial app that meets user needs. We integrated advanced financial management tools, real-time investment analysis, and educational resources into a single platform. Users appreciate the ease of use, security, and real-time notifications. This research will continue to guide future improvements, ensuring Forte remains aligned with user expectations.
Research Summary
To ensure that Forte meets the needs and expectations of its users, we conducted comprehensive user research involving surveys and interviews. This research was crucial in developing detailed user personas, buyer personas, and archetypes.
Surveys: Our surveys revealed that the majority of our users are young and well-educated, frequently using banking apps. Key features they prioritize include balance checks, transactions, transfers, payments, and alerts. There is a strong interest in financial education, managing different currencies, and using expense analysis tools. Users also trust the security of banking apps.
Interviews: The interviews highlighted the importance of an intuitive and easy-to-navigate interface. Users expressed a need for regular app usage and additional features like personal finance management, direct investment options, and rewards. They also emphasized the importance of financial education tools and real-time notifications for transactions and low balances.
Benefits of This Research
Valuable Information: Combining surveys and interviews provided a comprehensive view of the financial market, capturing both statistics and personal experiences.
Strategic Direction: The data guided Forte's development, ensuring alignment with user needs and expectations.
User-Based Innovation: Insights from users helped identify opportunities for innovation, setting Forte apart in the financial market.
Impact on Product Development
The insights collected directly influenced the design and functionality of Forte, ensuring it is not only usable but also desirable for users. This research guarantees that Forte offers an intuitive, secure, and comprehensive experience, perfectly aligned with the specific needs of financial users.
Benefits of Forte
Key Product Features: Forte includes real-time balance checks, transaction management, secure transfers, payment alerts, financial education, advanced investment analysis tools, and customizable notifications.
Main Functionalities: Forte allows users to manage financial accounts and investments in one place, check balances, perform secure transactions, and receive instant alerts. It also offers expense analysis, budgeting tools, and educational resources on personal finance and investments.
User Benefits: Forte provides an intuitive interface, comprehensive financial management tools, and educational resources, empowering users to make informed financial decisions and stay on top of their finances with real-time updates and alerts.
Forte
UX Research - App Design - Design Thinking
Company
Forte
My Role
Product Designer
Tools
Figma Framer ChatGpt Notion
Timeline
2024
Description
Managing finances with tools for tracking expenses and budgeting.
Context
In today's complex financial landscape, individuals often struggle with managing multiple accounts, understanding investment opportunities, and making informed financial decisions. Existing financial apps typically focus on basic banking functions, leaving a gap for comprehensive solutions that also educate users. Forte was developed to fill this gap, offering a seamless integration of financial management, real-time analysis, and educational resources, all within an intuitive interface.
Problem
As people have many financial obligations, they require a single platform to assist in managing their finances effectively. This platform should help limit unnecessary expenses and enable users to reach their financial objectives. The obstacle was to develop a mobile application that is user-friendly, intuitive, and packed with features to cater to these diverse financial requirements while ensuring a seamless user experience.
Process
The development of Forte was based on the Design Thinking methodology, which allowed us to focus on the needs and experiences of users. Below are the key stages of the process:
1. Empathize: In this stage, we focused on deeply understanding our users. We conducted interviews, surveys, and observation sessions to gather information about their financial habits, challenges, and expectations. These activities provided us with a comprehensive view of user needs and problems, allowing us to identify patterns and critical points in their financial management.
2. Define: With the collected information, we defined the main problems and needs of the users. We created user personas and empathy maps to synthesize the insights obtained. This stage was crucial to establish a clear and focused vision of what we wanted to solve with Forte. We defined problems such as the lack of integrated financial tools and the need for accessible financial education.
3. Ideate: In the ideation stage, we organized brainstorming sessions and used techniques like SCAMPER and mind mapping to generate a wide variety of ideas and possible solutions. We evaluated these ideas using criteria of feasibility, impact, and alignment with user needs. The goal was to explore all possible solutions without restrictions, fostering creativity and innovation.
4. Prototype: We developed low-fidelity (wireframes) and then high-fidelity prototypes, representing the key functionalities and user interface of Forte. These prototypes were iterative, continuously improved as we received feedback. In this stage, we focused on creating tangible versions of our ideas that could be tested and evaluated.
5. Test: We tested the prototypes with real users, gathering detailed feedback on usability, functionality, and overall satisfaction. We conducted several rounds of testing, each followed by refinements and adjustments based on the feedback received. This cycle of testing and adjustments allowed us to iterate quickly and improve the app, ensuring it met user expectations and needs.
Solution
Forte provides a comprehensive solution that combines financial account management, real-time investment analysis, and educational resources into a single intuitive platform. This integration allows users to make informed financial decisions, optimize their investments, and improve their financial literacy. With advanced analysis features, customizable notifications, and a user-friendly interface, Forte addresses the unmet needs of users, enabling efficient personal finance management and promoting financial education.
Final conclusions
The development of Forte has been a success, creating an intuitive financial app that meets user needs. We integrated advanced financial management tools, real-time investment analysis, and educational resources into a single platform. Users appreciate the ease of use, security, and real-time notifications. This research will continue to guide future improvements, ensuring Forte remains aligned with user expectations.
Research Summary
To ensure that Forte meets the needs and expectations of its users, we conducted comprehensive user research involving surveys and interviews. This research was crucial in developing detailed user personas, buyer personas, and archetypes.
Surveys: Our surveys revealed that the majority of our users are young and well-educated, frequently using banking apps. Key features they prioritize include balance checks, transactions, transfers, payments, and alerts. There is a strong interest in financial education, managing different currencies, and using expense analysis tools. Users also trust the security of banking apps.
Interviews: The interviews highlighted the importance of an intuitive and easy-to-navigate interface. Users expressed a need for regular app usage and additional features like personal finance management, direct investment options, and rewards. They also emphasized the importance of financial education tools and real-time notifications for transactions and low balances.
Benefits of This Research
Valuable Information: Combining surveys and interviews provided a comprehensive view of the financial market, capturing both statistics and personal experiences.
Strategic Direction: The data guided Forte's development, ensuring alignment with user needs and expectations.
User-Based Innovation: Insights from users helped identify opportunities for innovation, setting Forte apart in the financial market.
Impact on Product Development
The insights collected directly influenced the design and functionality of Forte, ensuring it is not only usable but also desirable for users. This research guarantees that Forte offers an intuitive, secure, and comprehensive experience, perfectly aligned with the specific needs of financial users.
Benefits of Forte
Key Product Features: Forte includes real-time balance checks, transaction management, secure transfers, payment alerts, financial education, advanced investment analysis tools, and customizable notifications.
Main Functionalities: Forte allows users to manage financial accounts and investments in one place, check balances, perform secure transactions, and receive instant alerts. It also offers expense analysis, budgeting tools, and educational resources on personal finance and investments.
User Benefits: Forte provides an intuitive interface, comprehensive financial management tools, and educational resources, empowering users to make informed financial decisions and stay on top of their finances with real-time updates and alerts.
Forte
UX Research - App Design - Design Thinking
Company
Forte
My Role
Product Designer
Tools
Figma Framer ChatGpt Notion
Timeline
2024
Description
Managing finances with tools for tracking expenses and budgeting.
Context
In today's complex financial landscape, individuals often struggle with managing multiple accounts, understanding investment opportunities, and making informed financial decisions. Existing financial apps typically focus on basic banking functions, leaving a gap for comprehensive solutions that also educate users. Forte was developed to fill this gap, offering a seamless integration of financial management, real-time analysis, and educational resources, all within an intuitive interface.
Problem
As people have many financial obligations, they require a single platform to assist in managing their finances effectively. This platform should help limit unnecessary expenses and enable users to reach their financial objectives. The obstacle was to develop a mobile application that is user-friendly, intuitive, and packed with features to cater to these diverse financial requirements while ensuring a seamless user experience.
Process
The development of Forte was based on the Design Thinking methodology, which allowed us to focus on the needs and experiences of users. Below are the key stages of the process:
1. Empathize: In this stage, we focused on deeply understanding our users. We conducted interviews, surveys, and observation sessions to gather information about their financial habits, challenges, and expectations. These activities provided us with a comprehensive view of user needs and problems, allowing us to identify patterns and critical points in their financial management.
2. Define: With the collected information, we defined the main problems and needs of the users. We created user personas and empathy maps to synthesize the insights obtained. This stage was crucial to establish a clear and focused vision of what we wanted to solve with Forte. We defined problems such as the lack of integrated financial tools and the need for accessible financial education.
3. Ideate: In the ideation stage, we organized brainstorming sessions and used techniques like SCAMPER and mind mapping to generate a wide variety of ideas and possible solutions. We evaluated these ideas using criteria of feasibility, impact, and alignment with user needs. The goal was to explore all possible solutions without restrictions, fostering creativity and innovation.
4. Prototype: We developed low-fidelity (wireframes) and then high-fidelity prototypes, representing the key functionalities and user interface of Forte. These prototypes were iterative, continuously improved as we received feedback. In this stage, we focused on creating tangible versions of our ideas that could be tested and evaluated.
5. Test: We tested the prototypes with real users, gathering detailed feedback on usability, functionality, and overall satisfaction. We conducted several rounds of testing, each followed by refinements and adjustments based on the feedback received. This cycle of testing and adjustments allowed us to iterate quickly and improve the app, ensuring it met user expectations and needs.
Solution
Forte provides a comprehensive solution that combines financial account management, real-time investment analysis, and educational resources into a single intuitive platform. This integration allows users to make informed financial decisions, optimize their investments, and improve their financial literacy. With advanced analysis features, customizable notifications, and a user-friendly interface, Forte addresses the unmet needs of users, enabling efficient personal finance management and promoting financial education.
Final conclusions
The development of Forte has been a success, creating an intuitive financial app that meets user needs. We integrated advanced financial management tools, real-time investment analysis, and educational resources into a single platform. Users appreciate the ease of use, security, and real-time notifications. This research will continue to guide future improvements, ensuring Forte remains aligned with user expectations.
Research Summary
To ensure that Forte meets the needs and expectations of its users, we conducted comprehensive user research involving surveys and interviews. This research was crucial in developing detailed user personas, buyer personas, and archetypes.
Surveys: Our surveys revealed that the majority of our users are young and well-educated, frequently using banking apps. Key features they prioritize include balance checks, transactions, transfers, payments, and alerts. There is a strong interest in financial education, managing different currencies, and using expense analysis tools. Users also trust the security of banking apps.
Interviews: The interviews highlighted the importance of an intuitive and easy-to-navigate interface. Users expressed a need for regular app usage and additional features like personal finance management, direct investment options, and rewards. They also emphasized the importance of financial education tools and real-time notifications for transactions and low balances.
Benefits of This Research
Valuable Information: Combining surveys and interviews provided a comprehensive view of the financial market, capturing both statistics and personal experiences.
Strategic Direction: The data guided Forte's development, ensuring alignment with user needs and expectations.
User-Based Innovation: Insights from users helped identify opportunities for innovation, setting Forte apart in the financial market.
Impact on Product Development
The insights collected directly influenced the design and functionality of Forte, ensuring it is not only usable but also desirable for users. This research guarantees that Forte offers an intuitive, secure, and comprehensive experience, perfectly aligned with the specific needs of financial users.
Benefits of Forte
Key Product Features: Forte includes real-time balance checks, transaction management, secure transfers, payment alerts, financial education, advanced investment analysis tools, and customizable notifications.
Main Functionalities: Forte allows users to manage financial accounts and investments in one place, check balances, perform secure transactions, and receive instant alerts. It also offers expense analysis, budgeting tools, and educational resources on personal finance and investments.
User Benefits: Forte provides an intuitive interface, comprehensive financial management tools, and educational resources, empowering users to make informed financial decisions and stay on top of their finances with real-time updates and alerts.
Forte
UX Research - App Design - Design Thinking
Company
Forte
My Role
Product Designer
Tools
Figma Framer ChatGpt Notion
Timeline
2024
Description
Managing finances with tools for tracking expenses and budgeting.
Context
In today's complex financial landscape, individuals often struggle with managing multiple accounts, understanding investment opportunities, and making informed financial decisions. Existing financial apps typically focus on basic banking functions, leaving a gap for comprehensive solutions that also educate users. Forte was developed to fill this gap, offering a seamless integration of financial management, real-time analysis, and educational resources, all within an intuitive interface.
Problem
As people have many financial obligations, they require a single platform to assist in managing their finances effectively. This platform should help limit unnecessary expenses and enable users to reach their financial objectives. The obstacle was to develop a mobile application that is user-friendly, intuitive, and packed with features to cater to these diverse financial requirements while ensuring a seamless user experience.
Process
The development of Forte was based on the Design Thinking methodology, which allowed us to focus on the needs and experiences of users. Below are the key stages of the process:
1. Empathize: In this stage, we focused on deeply understanding our users. We conducted interviews, surveys, and observation sessions to gather information about their financial habits, challenges, and expectations. These activities provided us with a comprehensive view of user needs and problems, allowing us to identify patterns and critical points in their financial management.
2. Define: With the collected information, we defined the main problems and needs of the users. We created user personas and empathy maps to synthesize the insights obtained. This stage was crucial to establish a clear and focused vision of what we wanted to solve with Forte. We defined problems such as the lack of integrated financial tools and the need for accessible financial education.
3. Ideate: In the ideation stage, we organized brainstorming sessions and used techniques like SCAMPER and mind mapping to generate a wide variety of ideas and possible solutions. We evaluated these ideas using criteria of feasibility, impact, and alignment with user needs. The goal was to explore all possible solutions without restrictions, fostering creativity and innovation.
4. Prototype: We developed low-fidelity (wireframes) and then high-fidelity prototypes, representing the key functionalities and user interface of Forte. These prototypes were iterative, continuously improved as we received feedback. In this stage, we focused on creating tangible versions of our ideas that could be tested and evaluated.
5. Test: We tested the prototypes with real users, gathering detailed feedback on usability, functionality, and overall satisfaction. We conducted several rounds of testing, each followed by refinements and adjustments based on the feedback received. This cycle of testing and adjustments allowed us to iterate quickly and improve the app, ensuring it met user expectations and needs.
Solution
Forte provides a comprehensive solution that combines financial account management, real-time investment analysis, and educational resources into a single intuitive platform. This integration allows users to make informed financial decisions, optimize their investments, and improve their financial literacy. With advanced analysis features, customizable notifications, and a user-friendly interface, Forte addresses the unmet needs of users, enabling efficient personal finance management and promoting financial education.
Final conclusions
The development of Forte has been a success, creating an intuitive financial app that meets user needs. We integrated advanced financial management tools, real-time investment analysis, and educational resources into a single platform. Users appreciate the ease of use, security, and real-time notifications. This research will continue to guide future improvements, ensuring Forte remains aligned with user expectations.
Research Summary
To ensure that Forte meets the needs and expectations of its users, we conducted comprehensive user research involving surveys and interviews. This research was crucial in developing detailed user personas, buyer personas, and archetypes.
Surveys: Our surveys revealed that the majority of our users are young and well-educated, frequently using banking apps. Key features they prioritize include balance checks, transactions, transfers, payments, and alerts. There is a strong interest in financial education, managing different currencies, and using expense analysis tools. Users also trust the security of banking apps.
Interviews: The interviews highlighted the importance of an intuitive and easy-to-navigate interface. Users expressed a need for regular app usage and additional features like personal finance management, direct investment options, and rewards. They also emphasized the importance of financial education tools and real-time notifications for transactions and low balances.
Benefits of This Research
Valuable Information: Combining surveys and interviews provided a comprehensive view of the financial market, capturing both statistics and personal experiences.
Strategic Direction: The data guided Forte's development, ensuring alignment with user needs and expectations.
User-Based Innovation: Insights from users helped identify opportunities for innovation, setting Forte apart in the financial market.
Impact on Product Development
The insights collected directly influenced the design and functionality of Forte, ensuring it is not only usable but also desirable for users. This research guarantees that Forte offers an intuitive, secure, and comprehensive experience, perfectly aligned with the specific needs of financial users.
Benefits of Forte
Key Product Features: Forte includes real-time balance checks, transaction management, secure transfers, payment alerts, financial education, advanced investment analysis tools, and customizable notifications.
Main Functionalities: Forte allows users to manage financial accounts and investments in one place, check balances, perform secure transactions, and receive instant alerts. It also offers expense analysis, budgeting tools, and educational resources on personal finance and investments.
User Benefits: Forte provides an intuitive interface, comprehensive financial management tools, and educational resources, empowering users to make informed financial decisions and stay on top of their finances with real-time updates and alerts.