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EasyPlan.

EasyPlan is a mobile app which gives a personalised savings and investment plan in minutes for your life goals.

Gamification based robo-advisory for financial plan

The Challenge

The challenge was to build a fun and educational financial planning software to help people learn about, plan & manage their finances & life goals who otherwise consider this as a rather difficult, complicated and at times even a boring task.

Our job was to fulfill these requirements, while ensuring that the layout is friendly, design reflects an element of fun & all functionalities the app intends to provide are delivered to the users seamlessly on their mobile devices.

Our Solution

People find financial planning complex & often look for a human to talk to when it comes to finances. We wanted the app to feel human. Finance and planning is often perceived to be boring. We wanted to break that stereotype.

We wanted the app to look & feel really simple, through less elements on screen, easy content backed by a gamified approach and a human like personalised way of communicating to make people feel comforatble.

OUR PROCESS

People could build savings plan, invest money, execute thier plan, track their finances as well as learn about finance and investments through this app. We wanted the UX Design process to tie all of these varying functionalities in an effortless way.

We introduced in-app personas and used them to make the intrface appealing at the same time making it contextual with the information the app is providing at a given moment in a given screen.

Colorful, vibrant, modern and minimal were the guiding principles of the visual design. The colors used are calming & optimistic.

The app has been broken down into levels and each level has been given different color for people to easily identify and relate. All of these has been coupled with transitions and micro-interactions to give the users an intuitive experience.

Typography

Muli

Muli is a minimalist Sans Serif typeface, designed for both display and text typography. This light feeling font was perfect for an app like EasyPlan whose mission was to make otherwise complex subject of finance simple and light.

Colours

Icons

Mobile Screens

Testimonial

As a startup, we value flexibility, speed, and focus. There were multiple design approaches, but they focused on our business requirements and how to fulfill them. They went above and beyond when it came to screen design. They put a lot of thought into meeting our criteria and addressing user needs. They tweaked the design flow when determining it would suit our users better, which we really appreciated.

MANISHA PANDITA, CEO, EASYPLAN

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