Solutions Website and Web-Application

There are many financial-planning and reporting apps out there, but for many people who need more "personal attention" they leave much to be desired. Enter Solutions at actfinancially.com.

Solutions contains a full-featured set of budget planning and reporting tools. The transaction register is based on manual entry to force the user to maintain top-of-mind awareness of each and every transaction. For convenience, transfers between multiple accounts, cash withdrawals, reconciliation tags and commenting areas are supported under the register. At any time, the user can run reports on their spending and saving patterns as well as comparisons against their ideal budget.

Those interested in learning more about the whys and hows of financial planning and management can turn to two main areas for education and personal growth: the community and coaching sections. Community features forums, where people can ask questions, get opinions, be inspired by others’ successes, and learn from mistakes. A rich knowledge base is made available, easily accessed in the coaching section. There, the user can find skillfully written articles--sorted by topic—as well as quizzes, videos and a blog published by Jo and Nancy.

Finally, Solutions features a rewards system, to reinforce learning and good financial behavior. Each time the user completes a task in Solutions—such as reading an informative article or completing a step toward financial independence--they receive a reward in the form of "Golden Eggs." The eggs can then be redeemed for prizes.

Of particular note is the sheer breadth and scope Designsensory played in the creation of this product. Starting with the brand identity and positioning we moved through architecture and feature planning, usability and interface prototyping, and design and technical development of the web-application itself. We deployed E-commerce to fulfill the user transactions and wrote the logic behind the rewards tracking. On the marketing side, we have concept, strategy and artwork in place for display, social and email campaigns to get the word out.

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