Designed innovative solution and built a comprehensive platform to simplify Finanion users life.
Crafting
Financial Freedom Together AlwaysCrafting
Financial Freedom Together Always
About Finanion
Finanion simplifies personal finance by transforming complex financial products into clear, actionable plans. It helps you navigate uncertainties, balance your financial goals, and execute your financial plan seamlessly by tracking and monitoring your investments. This approach ensures you remain on the path to financial independence without the hassle of confusion.
Our Deliverables
Database
Architecture
User
Interface
Product
Deployment
Finanion
Finance
- UX Design
- UI Development
- Database Design
- API Development
Our Approach
We began by interaction with the customers to understand requirements and pinpoint key pain points. These insights guided us in creating detailed mockups and high-fidelity wireframes focused on simplicity and aesthetics. The application was then delivered in phases, with rigorous use-case testing, automation, and continuous evaluation of customer satisfaction.
Impact & Achievements
Finanion transformed the way users manage personal finances by simplifying complex strategies into clear, actionable plans. Next, the team plans to enhance the platform with advanced investment tracking and app compatibility to deliver even more value.
You have hundreds and hundreds of companies who can make websites or related technologies, but if you are looking for someone to understand your domain expertise and integrate that with their web technologies (CreoWis) which can help the customer to understand the domain in a nutshell..then you found a gem to do the needful.
Increase in new user registrations
Reduction in onboarding time
Boost in finance awareness
Improved operational efficiency
Families impact in 3 years
10+ Cr AUM
Earned global trust
You have hundreds and hundreds of companies who can make websites or related technologies, but if you are looking for someone to understand your domain expertise and integrate that with their web technologies (CreoWis) which can help the customer to understand the domain in a nutshell..then you found a gem to do the needful.
Ready to drive similar success in your organization?
Let’s TalkThe Challenge
- Understanding the complex terms and jargon in the finance domain
- Identifying the right backend system for rapid, iterative delivery of GraphQL APIs.
- Crafting a pixel-perfect UI with all required features, delivered within 3.5 weeks.
The Solution
The solution is a unified platform featuring a single-lens dashboard to manage all your personal finance needs. It includes an administrator interface to handle users and their financial data, delivers real-time notifications, and offers dedicated sections for emergency corpus, insurance, investments, loans, and income tax goals.
Building for optimal performance with cutting edge stack
- Smart Dashboard
- Goal Tracker
- Personalized Reporting
- Notifications
A single-lens view that provides a clear overview of all your personal finance data, making management simple.
Technology
Building for optimal performance with Next.js at the core
- Unified Dashboard
- Emergency Corpus Tracking
- Insurance Management
- Investments & Loans
- Customer Management Interface
- Real-Time Notifications
- Data-Driven Insights
Have an idea or project?
Let’s collabrate and make great stuff.