About
Fineas is a powerful and collaborative platform designed to simplify and streamline financial workflows. This platform aims to reduce complexities and manual data entry, making financial management more accessible with the ability to brand to share reports to clients. It leverages AI to provide immediate responses to financial inquiries, offers tailored portfolio enhancement suggestions, and allows for asset tracking.
Background
The Fineas platform required a complete brand refresh for its original report mockups in preparation for development. Our goal is to establish Fineas as the premier partner for bookkeepers and accountants, empowering them to deliver valuable business insights to their clients. A core differentiator is our white-labeling capability, offering a low-cost, branded solution for those unable to develop their own platform, unlike our main competitors who focus primarily on in-house operations.
Results
As Creative Director and Design Lead for the Fineas platform, I led a successful brand refresh and oversaw wireframing, preparing the mockups for development. We delivered a platform featuring a seamless, user-friendly onboarding flow for its white-labeling capability, empowering bookkeepers and accountants to effortlessly offer branded insights to their clients. This strategic design and refined visual identity positioned Fineas as the go-to partner, effectively disrupting the market.
