Riverty - Financial advisor mobile app

Adrian Stoian

UX Researcher
UX Designer
UI Designer
Figma
Jitter
Miro
Riverty

📋 Task & Goals

Design and develop a mobile financial advisor app for Riverty that empowers users to:
Evaluate their current financial situation.
Receive personalized financial education tips.
Set financial goals and allocate budgets across categories to manage expenses effectively.
Track progress towards goals and savings to achieve long-term objectives, such as buying 
an apartment.
The platform had to offer an intuitive interface, align with Riverty’s brand identity, and provide a seamless experience for users, regardless of their financial literacy level.

📌 Challenges

Simplifying Financial Concepts
Presenting complex financial terms and processes in a way that is easy for users to understand, regardless of their background or education level.
2. Encouraging Engagement
Ensuring users remain motivated to interact with the app regularly to track expenses, savings, and goals.
3. Data Visualization
Creating visually appealing charts and dashboards to present financial data without overwhelming 
the user.
4. Scalability
Designing a modular and reusable system to support future updates and new features.
5. Accessibility Standards
Ensuring the app meets WCAG standards for inclusivity and usability across devices.
6. Stakeholder Alignment
Collaborating with Riverty’s business team and technical partners to align on goals, priorities, 
and functionality.

✅ Solution

User-Centric Design
Conducted user research and created personas to understand the needs and behaviors of diverse user groups. Designed flows and interfaces tailored to their pain points and goals.
2. Simplified Navigation
Developed dynamic dashboards tailored to individual financial goals, preferences, and behaviors, ensuring every user felt the platform addressed their unique needs.
3. Engaging Visuals
Designed interactive dashboards and gamified goal trackers to keep users engaged and motivated.
4. Modular Design System
Built a scalable design system with components, states, and documentation to ensure consistency across the app and facilitate future updates.
5. Financial Literacy
Integrated educational content directly into the app, offering users actionable tips and insights to improve their financial health.
6. Testing and Iteration
Conducted usability testing to gather feedback, iterated designs based on insights, and validated accessibility compliance at each stage of development.

👨🏻‍💻 Contributions

Stakeholder Collaboration
Worked closely with Riverty’s project owners and business analysts to define project goals, prioritize features, and align the platform with user needs.
2. User-Centric Design
Designed the app from scratch, ensuring intuitive navigation, engaging visuals, and seamless user interactions. Focused on features like financial goal tracking, budgeting tools, and educational resources.
3. Gamification Integration
Conceptualized and implemented gamification elements, such as progress tracking, badges, achievements, and reward-based financial literacy courses, to enhance user engagement and motivation.
4. Market Research & Behavioral Patterns
Conducted in-depth research on competitors and analyzed user behavior patterns to inform design decisions and ensure the app met real-world needs.
5. High-Fidelity Prototyping
Developed pixel-perfect prototypes for key screens and features, focusing on usability, visual appeal, and accessibility.
6. Collaboration with Developers
Worked closely with the development team to ensure accurate implementation of designs. Provided detailed Figma files and ongoing support during the development phase.
7. Iterative Design Process
Refined designs based on stakeholder feedback and usability testing results to optimize user satisfaction and engagement.
8. Leadership
Acted as the primary designer for the project, guiding design decisions, and ensuring alignment with Riverty’s goals.

📚 Lessons Learned

User-Centric Design Drives Engagement
By understanding user needs and crafting tailored experiences, the platform gained higher adoption rates and user satisfaction
2. Collaboration is Key
Close collaboration with cross-functional teams and stakeholders was vital to creating a scalable and cohesive platform.
3. Iterative Design is Powerful
Regular testing and refinement helped us identify pain points early and create solutions that resonated with users.
4. Scalability Matters
Designing with scalability in mind ensured the platform could evolve seamlessly with future needs and new features.
5. Accessibility Should Never Be an Afterthought
Incorporating accessibility from the start not only ensured compliance but also enhanced the overall user experience for all audiences.
6. Gamification Works
Integrating gamification elements, such as progress tracking and rewards, enhanced user engagement and retention.
7. Adaptability is Crucial
Overcoming challenges like tight deadlines and shifting requirements highlighted the importance of adaptability in design and communication.

🎯 Tangible Results and Measurable Success

Increased Financial Awareness
The platform improved users’ understanding of their financial situation, enabling them to set and achieve realistic goals.
2. User Adoption Rate
Achieved a 35% increase in platform adoption within the first six months of launch.
3. Improved Engagement
Gamification features led to a 45% boost in user engagement, with more users completing financial education modules and setting financial goals.
4. Streamlined Financial Planning
Over 60% of users reported feeling more confident managing their finances after using the platform.
5. Accessibility Compliance
Achieved WCAG AA compliance, ensuring inclusivity and usability for all audiences.
6. Developer Efficiency
By creating reusable components and detailed documentation, developer implementation time was reduced by 30%, ensuring faster rollouts of future updates.
7. Increased Retention
Enhanced user experience contributed to a 25% increase in user retention rates over the first year.
Partner With Adrian
View Services

More Projects by Adrian