Mobile Development for Financial Management Platform

About the Client

Our client provides a specialized FinTech platform that streamlines project management and financial accounting for advertising and marketing agencies. Built by former agency CFOs and FinTech industry experts, the solution helps reach better productivity through automation and curated integrations. It offers a cloud-based SaaS setup with open APIs that integrate seamlessly with workflow management tools.

Technologies Used

Goal

The project’s goal was to develop a mobile app on top of the client’s existing back-end to complement the core FinTech platform. It was meant for users who could access platform features on the go, even without an internet connection.

With FinTech app development, the client aimed to deliver a user-friendly interface that simplifies navigation and reduces the time and effort required to complete tasks. By improving accessibility and ease of use, the app would enable users to engage with the platform’s capabilities from a mobile device.

Work Description

• Research

Duration: 2-3 weeks

Team: BA, designer

We started by analyzing platform features and technical documentation. Working closely with the project team, we discussed the necessary changes and decided which features to include, as not all of them would transition to the mobile version. This kept our team and the stakeholders aligned on user expectations and the FinTech mobile app development strategy.

Our business analyst documented all requirements to set a clear path for the design phase. At the same time, the platform’s team adjusted some of their inner logic to better suit mobile users. This upfront collaboration and clear documentation helped us build a FinTech app that truly meets user needs.

• Design

Duration: 1-2 weeks

Team: BA, designer

Our designer created a detailed concept for the mobile app and submitted it to the stakeholders and partners. Based on their feedback, we made the necessary adjustments and refined the layouts for final approval. This step aligned the design with client’s expectations before we moved into mobile application development for FinTech.

Meanwhile, our BA formalized the project’s scope to deliver a Vision and Scope Document. It covered the business objectives, strategy, and technical specifications, alongside a prioritized feature list, assumptions, potential risks, and a flexible timeline.

• Development

Duration: 5 months.

Team: 2 Flutter developers, QA, designer, BA.

Our team focused on creating a Minimum Viable Product (MVP) with core functionality. The main challenge of mobile app development for FinTech was making the app’s look and feel just like the desktop platform, so users could navigate it without a learning curve.

We turned user stories and technical docs into interactive Figma prototypes to map out typical user flow. Internal focus groups then helped us polish the layouts and align the app with the platform’s core logic.

For the engineering phase, we chose Flutter to build a single codebase for both iOS and Android. This approach streamlined the FinTech app development process, cut down the time for stabilization, and delivered a consistent user experience across all devices.

• Release in the app store

Our team managed the App Store submission process, including compliance checks and metadata configuration for the FinTech platform’s official account.

• Support and maintenance

Duration – 3 months

Team: Flutter developer, QA, BA

We optimized the FinTech mobile app for optimal performance and responsiveness across all devices. Our team monitored the system to address any bugs, implement performance updates, and refine features to align with the high standards of the client’s platform.

Work stages

1. Research
2. Design
3. Development
4. Release
5. Support and maintenance

Results

The mobile app was successfully released in the App store and is due to go live in the Google Play store. It delivers a seamless user experience both online and offline across iOS and Android devices. The FinTech app operates reliably, allowing users to access features without interruption.

Our team maintained open communication and full transparency with the client. We addressed potential issues proactively, openly discussed challenges, and managed concerns effectively. This approach ensured an efficient custom FinTech mobile app development process and contributed to the successful launch and continued app stability.