Project Overview

Founded in 2021 by a team of seasoned entrepreneurs, Upfin aims to connect businesses with vetted and trustworthy service providers, making it easy for them to access the services they need to grow and thrive.

A leader in the finance industry, the India based client was looking to transform the landscape for accounting, legal, business, banking, and financial & insurance products.

The project aimed to create a new app that's easy to use, looks nice, and shows what the company stands for along with giving a seamless opportunity for users to generate passive income. The design was meant to make the app work better and help users find info about its services more easily.

Problem

• Creating a brand look that sets our client apart from regular finance service providers and offers a smoother, simpler process of finding the right financial products and services for businesses.
• The project was complex, requiring the agency to work closely to collaborate with UpFin's own teams to make sure the new app matched what they wanted and represented their values well.
• The project had a tight deadline, necessitating our development team to work swiftly and efficiently to ensure its timely completion.
• In addition to the initial scope of service provision, there arose a necessity to incorporate payment collection for services prompting a revision of the project requirements
• Authenticating users using various verification methods such as Aadhar and PAN to ensure their authentication.
• The finance application needed to be secure, with high-end security measures in place to protect users’ personal and financial information.

Our Approach

Quinoid’s solution to these challenges was to leverage cutting-edge technology and a customer-centric approach to offer a more streamlined and personalized financial service experience. The goal was to allow customers to refer businesses that require finance-related services and generate passive income, while the referred businesses could find the right financial products and services tailored to their needs. 

To differentiate itself from its competitors, our software development consulting team developed a  strategy that emphasized its use of technology to deliver a more efficient and personalized experience to its channel partners & businesses who were looking for convenient and  simpler processes to access the services they need to grow and thrive.

• Designing and creating a new app that looks modern and attractive, focusing on easy-to-read text, bright colors, and a consistent layout.
• Extensive user research to identify pain points and develop solutions to improve the user experience.
• Given the app's involvement with financial transactions and sensitive data, prioritizing its security is crucial to mitigate any potential security breaches or vulnerabilities.
• Developing a thorough authentication process with multiple methods to make it easy for users while also protecting their accounts and transactions.
• Streamlining the various processes made it easier for users to find information they needed and to effortlessly generate and withdraw passive income with ease.
• Working on the technical aspects of the design, including building the app using modern technologies to make the app work better and help users find info about its services more easily.