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EasyPlan is a mobile app that provides a personalized saving and investment plan in minutes for your life goals.
Gamification based Robo-Advisory for financial planning.
The challenge was to build a fun and educational, financial planning application
to help people learn, plan, manage their finances & life goals. Otherwise, considered as a
rather tricky, complicated, and, at times, even a tedious task.
Our job was to fulfill these requirements while ensuring that the layout is friendly and design reflects an element of fun along with all functionalities the app intends to provide.
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 are often
perceived to be boring. We wanted to break that stereotype.
We wanted the app to look & feel simple, through fewer elements on the screen, easy content backed by a gamified approach, and a personalized way of communicating to make people feel comfortable.
We introduced in-app personas and used them to make the interface appealing. At the same time, we were making it contextual with the information provided at a given moment in a given screen.
The app was broken down into levels, and each level has different Colours for people to identify and relate quickly. All of these have been coupled with transitions and micro-interactions to give the users an intuitive experience.
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 the otherwise complex subject of finance simple and light.
We created a family of characters to bring out a distinct personality in the
app. These happy & cute characters inspire positivity, happiness & also makes the app feel
modern & fun.
The four characters Tom, Jerry, Stuart & Kane were used in several different places, making them perform actions based upon the on the screen.
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.