Finobuddy
Revolutionizing Personal Finance with Smart, Accessible Solutions
Business Challenge
Many users find managing their finances overwhelming, often lacking easy-to-use tools that provide clear insights and personalized recommendations. Finobuddy needed to simplify financial management, offering a user-friendly platform that would help people track spending, save smarter, and make informed decisions about their money.
Fintech
Finobuddy is designed to simplify personal finance by integrating budgeting, saving, and investment tracking into a single platform. Rootquotient’s solution provided a seamless, intuitive experience that empowers users to manage their finances with confidence. By offering personalized financial recommendations, real-time alerts, and goal tracking, we transformed the way users approach their money.
How We Solved?
Rootquotient took a user-centric approach, conducting extensive user research to understand the pain points of financial management. We designed a scalable, modular system that integrates financial planning, tracking, and goal setting. By prioritizing user experience and intuitive design, we created a platform that not only simplifies finance management but also helps users make smarter, data-driven decisions.
Customer Interactions
Payment Options
Retention Rates
Transactions
User Debt
articipation
Collaborations
Spendometer
Mutual Funds
Effortlessly set and monitor financial goals, from vacations to retirement, for improved financial planning.
Smart Goals Recommendations
Receive personalized recommendations and create mindful financial goals, taking inflation into account to ensure long-term sustainability.
Mindful Money Mapping
Chart your financial journey, make informed decisions, and achieve monetary objectives through visual goal tracking. Gain a clear understanding of your financial progress, track it, and make adjustments for financial success.
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Development of the Behavioural Finance analysis tool was the most interesting challenge of all
Product Manager
Incorporating mutual fund functionalities with the mindful money map to enhance core value propositions, offering users comprehensive financial tools for informed investment decisions within the platform.
“Our two-year partnership with Rootquotient has transformed our fintech platform. Their mobile and web solutions have boosted accessibility and user satisfaction, solidifying our position as financial planning pioneers. ”
Finobuddy
90% Boost in Carbon Footprint Awareness
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