UI/ UX Case Study for Cash Loop

A Unified Banking System

Cash loop a all-in-one financial app that brings banking, credit cards, and investments together into a single seamless experience. The app helps users track their spending, monitor their stock portfolio, and understand their overall financial health without switching between multiple platforms.

 "Redefining banking for the modern world your money, your control, anytime, anywhere!"

To redesign a banking mobile application that simplifies financial management, improves accessibility, and enhances user trust through an intuitive and modern interface.

PROBLEM STATEMENT

People currently manage their finances using multiple apps — one for banking, one for stocks, another for credit cards, and sometimes spreadsheets to track totals. This fragmentation leads to:

  • Lack of visibility into real financial status

  • Difficulty tracking investments and daily spending together

  • Time wasted switching between apps

  • Inconsistent UI patterns across platforms

  • No unified budgeting or net-worth tracking

How might we create a single app where users can easily monitor, manage, and invest their money in one place?

GOAL

  • Provide a unified financial dashboard

  • Help users view bank accounts + stocks + credit cards at a glance

  • Support quick transactionsstock trading, and budgeting

  • Deliver securesimple, and intuitive navigation

USER RESEARCH

USER PERSONA

SITE MAP

WIRE FRAME

PROTOTYPE