Financial Services

Live, Give, Save

Mobile fintech app integrating charitable giving and retirement savings into everyday transactions, built with Xamarin for cross-platform deployment.

Duration

1yr

Team

10

Scale

Enterprise

Scope

North America

Live, Give, Save

Overview

Live, Give, Save, a mobile finance startup in the financial services industry, empowers users to enhance their financial well-being and social impact by integrating charitable giving and retirement savings into everyday transactions. Grounded in a research-led approach, the project focused on creating an intuitive, secure, and scalable application to inspire generosity and improve lives globally.

Challenge

Develop an intuitive SaaS application that seamlessly integrates savings and giving into daily financial transactions.

Ensure cross-platform functionality for iOS and Android with maximum code reuse to minimize development costs and time.

Implement advanced features like credit card scanning and biometric authentication for ease of use and security.

Deliver a solution that supports scalability and ongoing enhancements.

Research & Discovery

Conducted usability testing to gather user feedback on prototype designs.

Led stakeholder workshops to align on business goals and user needs.

Developed user personas and journey maps to guide feature prioritization and user experience design.

Solution & Deliverables

Designed UX and UI with a user-centered approach, balancing aesthetics and functionality to create an intuitive and visually appealing application.

Delivered a scalable SaaS application using a Xamarin Portable Class Library approach, enabling about 50% code reuse across platforms.

Integrated advanced features such as credit card scanning and biometric authentication, ensuring ease of use and security, while embedding WCAG 2.0 AA accessibility standards across all deliverables.

Project management and delivery

Ran with a team of 10, 2 direct reports, over 1 year.

Commercial ownership of a budget between one hundred and five hundred thousand dollars, covering forecasting, change control and the commercial conversation with the client.

Enterprise programme delivered across North America, shipping to Web, Mobile and Native iOS and Android.

Heavy regulatory and compliance context, so accessibility and compliance sign off were release gates rather than an afterthought.

I owned the plan, the schedule, scope and change control, the RAID log, and status reporting to the client sponsor.

Functional requirements written so developers could estimate honestly, with UAT and QA gates before each release.

Results & Impact

Results included improved process efficiency for users, simplifying the acts of saving and giving, and aligning with the company's mission of fostering generosity.

The developed application supported meaningful user engagement with their finances, promoting positive behavioral changes without disrupting daily activities.

Achieved a scalable and maintainable application, designed to accommodate future enhancements, while ensuring data privacy compliance with GDPR standards.

Project Artifacts

Project Details

Industry

Financial Services

Duration

1yr

Team Size

10

Direct Reports

2

Scale

Enterprise

Scope

North America

Budget

100'500K

Platforms

Web, Mobile and Native: iOS and Android

Regulatory

Heavy

Engagement

End-to-End Product management and Design

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