Fintech
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AI
Cleo
An app you can actually talk to. Cleo helps 5+ million users
budget, save, build credit, or get a cash advance in those
low-balance moments.
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Step 1: Investigation
When we embarked on the Cleo project, our first step was to
dive deep into understanding the client's vision and
goals. The most challenging aspect of this phase was creating
an intuitive chat flow based on user answers, ensuring a
conversational and engaging experience. During the
investigation, we conducted extensive research on connecting
bank data to the app, enabling Cleo to assess users'
spending across various categories. This research helped us
uncover valuable insights that shaped the development process.
Step 2: Planning
During the Planning phase of the Cleo project, our dedicated
team of developers was assigned to different aspects. One team
focused on iOS development using Swift, another team worked on
Android development using Kotlin, and a separate team
specialized in AI chat development. The team focused on data
management and debugging to ensure a seamless user experience.
The planning phase included mapping out the functionalities,
such as AI-Powered Recommendations, Budget Planner, Smart
Savings, and the Cleo Credit Builder along with the Cleo
Credit Builder Card, that would be incorporated into the app.
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Step 3: Design
In the Design phase of the Cleo project, we utilized Figma as
our design tool to create an engaging and user-friendly app
design. The design incorporated vibrant colors, captivating
GIFs, and thoughtful iconography to enhance the visual appeal
and user experience. A unique aspect of the chatbot system was
the inclusion of a "roasting session" where Cleo
playfully asked challenging questions about users'
finances, adding an element of fun and interactivity. Special
attention was given to creating custom icons and animations
that complemented the overall design aesthetic.
Step 4: Development and testing
We carefully considered the specific needs of the project to
determine the testing approach. Bases on the requirements, we
chose both automated and QA testing, which detects errors
without human supervision, or manual testing. Our dedicated QA
team conducted rigorous testing, encompassing security, data
integrity, usability, functionality, and performance testing.
To ensure the app's quality and accuracy, we sought
insights from finance professionals during the testing
process.
Step 5: Release
In the Release phase of the Cleo project, we executed a
comprehensive marketing strategy to maximize visibility and
engagement with the target audience for a successful app
launch. Additionally, we enabled secure connectivity with
banks and financial institutions through APIs, allowing Cleo
to access real-time transaction data and provide users with
comprehensive financial overviews, ensuring a seamless and
trustworthy user experience.
Results
Interested in our services? Tell us about your project!
or call us
212-499 0000
What Happens Next?
Schedule a call
We do a discovery and consultation meeting
We prepare a proposal
