FinGenie

FinGenie is revolutionizing the way youth programs manage their finances. This case study dives into how FinGenie, a comprehensive financial management solution, helped youth programs and leaders achieve efficient, transparent, and accountable financial practices.

My Role

Research Planning Team Collaboration Experience Design Interface Design Collaborate with PMs & Dev Team Quality assurance

Platform

Mobile First Web Application

Product

FinGenie

The Team

1 x Product designer 1 x UX Researcher 1 x Design Director 2 x Front-End Developer 2 x Back-End Developer 1 x Project Manager

Design Process

Problem Statement

Youth programs often struggle with managing their finances effectively. Budgeting, tracking spending, and ensuring financial transparency can be challenging and time-consuming. This often leads to mismanagement, lack of transparency, and a loss of confidence among stakeholders.

Research and Discovery

Through extensive research, FinGenie identified that many youth programs lacked user-friendly financial management tools. Additionally, program leaders expressed a need for transparency and better oversight of funds. This research formed the foundation for FinGenie design and development process.

Design Goals

User-Friendly Platform: Create an intuitive, all-in-one platform that requires no specialized financial expertise.
Transparency: Provide tools that enable youth programs to engage stakeholders with financial transparency.
Accountability: Develop features that allow effective financial oversight to foster responsible money management.

Persona

Persona: Maria

Scenario: Maria has finalized a recent fundraiser and wants to get funds to Snapton High School quickly to support the Varsity Baseball going to state. She needs send money and run the appropriate reports for tax records.