Finkart

Discover the results of our collaborations

  • App
  • Finance
  • UI/UX
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Overview Web App

Finkart Finance is a comprehensive loan management application tailored for Digital Sales Agents (DSAs). It offers a streamlined process for managing financial products such as loans, mutual funds, insurance, and credit cards. Alongside the app, an admin panel was developed to provide oversight and management tools for backend operations.

casestudy

Problem Statement

Managing multiple financial products within a
single platform is challenging for DSAs, leading
to potential inefficiencies and errors.

DSAs needed a way to track their leads and
progress in real-time to improve their workflow
and conversion rates.

The admin panel required a comprehensive
system to manage users, track application
performance, and handle backend operations
without slowing down the process.

Handling sensitive financial data requires a
platform that ensures the highest levels of
security and confidentiality.

Problem

Solution

The Finkart Finance app was designed with an
intuitive UI/UX that simplifies the management
of various financial products

A dashboard was implemented to provide
real-time updates on leads and performance
metrics. This feature empowers DSAs to
monitor their activities, follow up on leads
promptly, and make informed decisions based
on real-time data.

The admin panel was designed to offer full
oversight capabilities, allowing administrators
to manage users, update financial products,
and monitor real-time activities efficiently.

Security measures were integrated at every
level of the app and admin panel
development. This includes data encryption,
secure login methods, and strict user access
controls to protect sensitive information and
maintain confidentiality

Solution

Process

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Design Phase
  • Developed wireframes and
    prototypes based on user
    requirements
  • Created a appealing UI/UX
    design that aligns with the
    brand identity
  • Conducted user testing for
    feedback.
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Testing
  • Built the application
    using a modular and
    scalable architecture.
  • Integrated essential
    features such as secure
    payment gateways and
    product catalog management.
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Discovery & Planning
  • Conducted market research
    to identify user needs and pain
    points.
  • Defined project scope, goals,
    and success metrics.
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Development
  • Implemented the core
    features, including audio,
    video, and eBook
    functionality, using agile
    development methodologies.
  • Integrated backend services
    to manage content and
    ensure reliable
    delivery to users.
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Deployment
  • Prepared the app for
    release by setting up the
    necessary infrastructure and
    deployment pipelines.
  • Launched the Yatharth
    Geeta app on major app
    stores and initiated
    marketing campaigns to reach
    the target audience.

Process

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01
Discovery & Planning
  • Conducted market research to identify
    user needs and pain points.
  • Defined project scope, goals, and
    success metrics.
img
img
02
Design Phase
  • Developed wireframes and prototypes
    based on user requirements
  • Created a appealing UI/UX design that
    aligns with the brand identity
  • Conducted user testing for
    feedback.
img
img
03
Development
  • Implemented the core
    features, including audio, video,
    and eBook functionality,
    using agile development methodologies.
  • Integrated backend services to
    manage content and ensure
    reliable delivery to users.
img
img
04
Testing
  • Built the application using a modular and
    scalable architecture.
  • Integrated essential features such as
    secure payment gateways and product
    catalog management.
img
img
05
Deployment
  • Prepared the app for release
    by setting up the necessary infrastructure
    and deployment
    pipelines.
  • Launched the Yatharth
    Geeta app on major app
    stores and initiated
    marketing campaigns to reach
    the target audience.

Designed Solution

The Finkart Finance app was meticulously designed to cater to the specific needs of DSAs, offering an intuitive interface for managing financial products like mutual funds, loans, and insurance.

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High attention to detail was given to the visual aspects, ensuring that every element from typography to imagery conveyed elegance. User experience flows were carefully crafted to make the exploration and purchasing process as intuitive as possible.

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Conclusion

The Finkart Finance app successfully simplified the management of various financial products for DSAs through an intuitive interface and real-time lead tracking. By addressing complex financial product management and providing essential tools for daily operations, the app has significantly improved efficiency and user satisfaction, empowering DSAs to work more effectively.

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Designed Solution

The Finkart Finance admin panel was developed to provide a robust, secure, and user-friendly backend management system. It empowers administrators to efficiently manage and monitor user activity, track performance metrics, and maintain platform security.

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More Screens

The panel’s design ensures that all administrative tasks can be conducted seamlessly, thereby supporting the smooth operation of the Finkart Finance app.

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Conclusion

The admin panel for Finkart Finance was designed to offer a comprehensive and secure backend management system. With its user-friendly interface, administrators can efficiently manage users, track performance, and maintain the overall integrity of the platform, ensuring smooth and secure operations throughout.

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Tools & Tech stack

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