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Companion browser app provides financial overview |
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Dashboard panes expand to reveal fuller functionality |
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Detail view of assets portfolio |
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Overview of monthly budgets and spending |
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Detail of budget with itemized expenditures |
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Tracking stock performance |
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Comparing stocks |
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Moneta |
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Citi |
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Seeking to extend their mobile banking platform to include a greater scope of personal finance tools, Moneta was developed by Citi for an international banking audience.
As a new service being introduced to an existing stable of services, it was vital to consider the broader-reaching implications, including contact strategy and rollout, as well as integration with other touchpoints to ensure a seamless service experience that gave users comprehesive awareness and control of their personal finances.
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