Money Alignment: Helping People Make Smart Money Decisions

Abstract

This project aims to develop a financial management tool that provides customers of financial products with critical insights. The device will include a dashboard highlighting crucial parameters, alerts, and alarms to help users stay within their budget and avoid overspending. Additionally, it will offer a segment-wise analysis of expenses to provide a deeper understanding of spending patterns. Customers will have access to simplified financial insights, making it easier for them to track their costs and understand their spending. Setting limits and alerts on expenses will help users stay within their budget and manage their finances effectively. Moreover, the segment-wise analysis of costs will provide valuable insights for making informed financial decisions. Lastly, offering this innovative service to customers will help retain them and demonstrate the client's commitment to delivering solutions that meet their needs. The project will begin with understanding customer pain points and analyzing existing tools in the market. Based on this analysis, the device will be enhanced with additional features to provide a better version. The project will also involve designing the UI/UX for the website to ensure a user- friendly experience. The project’s final deliverables will be a comprehensive financial management tool with a dashboard, alarms and alerts system, segment-wise analysis features, and UI/UX design. The device will give customers critical insights, simplify financial statements, and help them manage their finances more efficiently and effectively. In conclusion, this project aims to develop a financial management tool that empowers customers with critical insights. The projected business benefits include simplified financial insights, better budget management, improved financial decision-making, and increased customer retention. The project will analyze tools, enhance enhancing features, and design UI/UX. The final deliverables will be a comprehensive financial management tool and UI/UX design, providing value to the client and helping customers make informed financial decisions.