{"id":219,"date":"2024-09-19T12:32:41","date_gmt":"2024-09-19T18:32:41","guid":{"rendered":"https:\/\/alejandroreveles.com\/?p=219"},"modified":"2025-05-14T16:29:21","modified_gmt":"2025-05-14T22:29:21","slug":"fintonic-pfm","status":"publish","type":"post","link":"https:\/\/alejandroreveles.com\/es\/product-design\/fintonic-pfm\/","title":{"rendered":"Fintonic PFM"},"content":{"rendered":"
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\n\t\t\t\t\t\t\t\t\tOVERVIEW\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\tAs Fintonic expanded into the Mexican market, I led the localization of its Personal Finance Manager (PFM) to better align with the financial behaviors and expectations of users in Mexico. The goal was to redesign core features \u2014 including the dashboard, transactions section, and benefits hub \u2014 to offer a more intuitive and culturally relevant experience.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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\n\t\t\t\t\t\t\t\t\tTHE CHALLENGE\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\tWe set out to adapt the original Spanish PFM for the Mexican market, where user needs and financial habits differ significantly. The challenge was to ensure the platform felt familiar and useful in everyday contexts \u2014 from expense tracking to understanding transactions and accessing benefits \u2014 while laying the groundwork for the future integration of the Fintonic credit card.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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\n\t\t\t\t\t\t\t\t\tDesign Approach\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\tUnderstanding Local Financial Habits.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\tWe conducted interviews and research with Mexican users to uncover pain points and expectations. This helped identify key cultural nuances and the need for quick, digestible access to financial information.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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\n\t\t\t\t\t\t\t\t\tRedesigning the Dashboard Experience.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\tWe focused on surfacing the most relevant data \u2014 like account balances and spending categories \u2014 in a simplified dashboard that supported fast decision-making and day-to-day visibility.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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\n\t\t\t\t\t\t\t\t\tImproving Transaction Transparency.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\tThe transactions section was restructured to offer greater clarity and control. Users could now easily categorize, filter, and interpret their spending with a redesigned movement detail view.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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\n\t\t\t\t\t\t\t\t\tDesigning the Benefits Hub.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\tWe introduced a new section for users to explore Fintonic\u2019s services and financial tools. It was designed for ease of navigation and to highlight relevant value offers, encouraging product adoption.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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\n\t\t\t\t\t\t\t\t\tPreparing for Credit Card Integration.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\tThe updated PFM was also designed to integrate seamlessly with the Fintonic credit card, enabling users to manage all financial products within one unified platform.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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\n\t\t\t\t\t\t\t\t\tKey Design Decisions\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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  • Localized dashboard<\/strong>, tailored to Mexican users\u2019 financial routines.<\/p><\/li>

  • Enhanced transaction interface<\/strong>, enabling easy categorization and review of expenses.<\/p><\/li>

  • New benefits section<\/strong>, showcasing Fintonic\u2019s tools in a user-friendly way.<\/p><\/li>

  • Future-proofed integration<\/strong>, preparing the system for a seamless credit card experience.<\/p><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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    \n\t\t\t\t\t\t\t\t\tFINAL IMPACT\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    \n\t\t\t\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    \n\t\t\t\t\t\t\t\t\tThe redesigned PFM successfully catered to the unique needs of Mexican users, offering a more intuitive, localized financial management experience. Improvements across the dashboard, transactions, and benefits sections led to stronger engagement, positioning Fintonic as a valuable and relevant tool in users\u2019 everyday finances.\n\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"

    OVERVIEW As Fintonic expanded into the Mexican market, I led the localization of its Personal Finance Manager (PFM) to better align with the financial behaviors and expectations of users in Mexico. The goal was to redesign core features \u2014 including the dashboard, transactions section, and benefits hub \u2014 to offer a more intuitive and culturally […]<\/p>\n","protected":false},"author":1,"featured_media":446,"comment_status":"open","ping_status":"open","sticky":false,"template":"elementor_header_footer","format":"standard","meta":{"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_post_was_ever_published":false},"categories":[3],"tags":[8],"class_list":["post-219","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-product-design","tag-product-design"],"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/alejandroreveles.com\/wp-content\/uploads\/2024\/09\/frame_fintonic_pfm-1.png","_links":{"self":[{"href":"https:\/\/alejandroreveles.com\/es\/wp-json\/wp\/v2\/posts\/219","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/alejandroreveles.com\/es\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/alejandroreveles.com\/es\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/alejandroreveles.com\/es\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/alejandroreveles.com\/es\/wp-json\/wp\/v2\/comments?post=219"}],"version-history":[{"count":13,"href":"https:\/\/alejandroreveles.com\/es\/wp-json\/wp\/v2\/posts\/219\/revisions"}],"predecessor-version":[{"id":703,"href":"https:\/\/alejandroreveles.com\/es\/wp-json\/wp\/v2\/posts\/219\/revisions\/703"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/alejandroreveles.com\/es\/wp-json\/wp\/v2\/media\/446"}],"wp:attachment":[{"href":"https:\/\/alejandroreveles.com\/es\/wp-json\/wp\/v2\/media?parent=219"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/alejandroreveles.com\/es\/wp-json\/wp\/v2\/categories?post=219"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/alejandroreveles.com\/es\/wp-json\/wp\/v2\/tags?post=219"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}