Working with NBK, we’ve created a compelling experience to bring Personal Finance Management features to their customers.
The redesigned dashboard allows customers to easily navigate between accounts and view their transactions with enhanced clarity, thanks to the addition of merchant logos and icons. A new shortcut in the quick links directs customers to the Insights and Analysis section, where they can switch views to see their spending organised by category. Each category is represented by custom icons, providing a clear visual cue from Income to Personal Care.
In the new view, transactions are grouped by type and category, with income clearly highlighted at the top and expenses displayed from highest to lowest. Customers can tap into a category, such as Shopping, to see a detailed breakdown of individual transactions or switch to a subcategory view. Each transaction page offers the flexibility to update categories or move merchants, empowering customers to manage their finances more effectively.
In the new view, transactions are grouped by type and category, with income clearly highlighted at the top and expenses displayed from highest to lowest. Customers can tap into a category, such as Shopping, to see a detailed breakdown of individual transactions or switch to a subcategory view. Each transaction page offers the flexibility to update categories or move merchants, empowering customers to manage their finances more effectively.
Customers can access the Insights and Analysis section via the main navigation or through strategically placed content. Upon landing on the page, they are greeted with a clear overview of their overall spending. Scrolling further down, they’ll see a breakdown of their top spending categories.
Continuing to scroll, customers can explore spending trends that highlight significant changes in their finances. At the bottom of the page, the Budget Tracker offers a detailed view, helping them monitor and manage their spending effectively.
Continuing to scroll, customers can explore spending trends that highlight significant changes in their finances. At the bottom of the page, the Budget Tracker offers a detailed view, helping them monitor and manage their spending effectively.