Customer Stories: FinTech for Gen Z

Defining a Disruptive FinTech App

We developed over 100 features for a values based FinTech app to capture the Gen Z market and created custom, edgy illustrations to capture market attention.

About The Project

Freshly funded, this fintech startup was at a pivotal point, facing critical decisions about their app's core functionalities. Our tech and product teams were quick to engage, organizing targeted workshops to streamline feature prioritization and documentation. Simultaneously, we delved into extensive API research, providing informed recommendations for the most suitable APIs to integrate. Meanwhile, our design team worked with the founding team to iterate on the app's  brand identity

Throughout several weeks of workshops, our collaboration with the startup team was intensive and productive, culminating in the creation of eight comprehensive Product Requirements Documents that detailed more than 100 essential features. To wrap up our partnership, we provided a detailed estimate of the development effort required and presented a clear cost projection, ensuring the startup team had a transparent understanding of the financial investment needed to bring their vision to life.

Custom Illustration
Landing Page Design
1
Challenge
Help the startup make the right technical decisions and uncover what it will cost to build a FinTech app with automated investing, semi-automated investing and crypto while also ideating on designs that would set Allio apart from its competitors. Explore design decisions to determine what might draw market attention.
2
Solution
PUX researched API's and ran a feature prioritization workshops with their founders and our combined technical teams, all led by one of our senior product leaders. For design, our team conducted design sprint challenges and brought a fintech design expert to the table to create one-of-a-kind illustrations to capture GenZ market attention.
3
Results
The startup development team is now building the Allio app using the product and technical documentation we created to include our PRDs, wireflows, level-of-effort estimates, and our API research. The app is expected to launch in 2022 to a waiting Gen Z market and will include content designed to foster education on long-term investing.

What We Did

With a proven track record of driving sales and enhancing customer experiences, I am eager to leverage my skills in a leadership role. In my previous position, I successfully increased store sales by 20% annually and achieved a remarkable customer satisfaction rating of 95%, based on post-purchase surveys. Holding certifications in Retail Management and Customer Service Excellence, I am adept at managing high-performing teams and delivering exceptional service. Honored twice as Employee of the Year, I consistently deliver results and lead by example.

Outcomes

100+ feature definitions, API research, tech recommendations, user flows for the application, custom design and illustration.

Client

Fintech startup with $5M ready to go to market with an app that offers retail investors a safe way to invest traditionally as well as in crypto.

Delivery Time

6-weeks

PRODUCT REQUIREMENTS DOCUMENTATION
Screen Shot 2021-12-12 at 5.17.12 PM
APPLICATION FLOWS
Add Bank Account User Flow and System Diagram
Screen Shot 2021-12-12 at 5.21.06 PM
Allio User Flows - Dashboard (1)