iOS App Development for a Personal Finance App | Case Study

iOS App Development for a Personal Finance App

Client Name:

WealthWay

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Industry: FinTech / Personal Finance
Service Delivered: Custom iOS App Development
Created a modern, trustworthy brand identity with a sleek logo symbolizing growth and clarity.

Objective:

To design and develop a native iOS app that extends WealthWay’s personal finance platform to mobile, offering a secure, intuitive, and high-performance experience that engages millennial users and positions the product competitively in the FinTech market — all within a 12-week launch window.

⚠️ Client Problem

WealthWay, a startup focused on helping millennials manage their personal finances better, had a web app but no mobile presence. Challenges included:

  • ❌ No iOS app to capture growing mobile users
  • ❌ Existing web app was not optimized for mobile use
  • ❌ Needed secure integration with multiple banks and investment platforms
  • ❌ High competition in FinTech; needed a polished, intuitive user experience
  • ❌ Tight timeline to launch before key investor demo
✅ Our Solution

We developed a native iOS app tailored to deliver fast, secure, and seamless financial management for users on the go.

What We Did:
  • 1. UI/UX Design

    o Crafted a clean, intuitive interface with native iOS design principles

    o Incorporated biometric login (Face ID/Touch ID) for security & ease

  • 2. Development

    o Built with Swift and Swift UI for native performance

    o Integrated APIs with Plaid and Yodlee for real-time bank data aggregation

    o Implemented budgeting tools, goal tracking, and investment insights

  • 3. Testing & Optimization

    o Conducted thorough QA including security penetration testing

    o Optimized for iPhone 8 through iPhone 15 Pro, including iPad support

📊 Results Within 4 Months
  • Metric
    BEFORE IOS APP
    After iOS Launch (4 months)
  • iOS Downloads
    0 82,000+
  • Daily Active Users (DAU)
    0 18,500
  • Average Session Duration
    - 7 minutes 45 seconds
  • User Engagement (Monthly Active Users)
    - 7,800+
  • User Retention (30-day)
    - 67%
  • Customer Support Tickets
    - 300+ month (web only)
  • Monthly Revenue via Premium Subscriptions

    $0 $58,000

  • Crash Rate

    - 0.15%

Key iOS Features Delivered
  • Real-time bank account sync & balance updates

  • Personalized budgeting and saving goals

  • Investment portfolio overview with alerts

  • Secure login with biometrics and 2FA

  • Push notifications for bill reminders and insights

Industry Use Case

Best suited for:

FinTech apps (personal finance, banking, investing)
SaaS platforms seeking mobile expansion
B2C apps requiring high security and seamless UI
✅ Key Insights & Wins

Helped Client Capture a Mobile-first

Audience

Boosting Engagement

Enabled Secure & Reliable

Integration

With Multiple Financial APIs

Achieved a

4.8-Star

Rating with Excellent User Feedback

Significant Reduction in

Customer

Support Issues Due to Improved UX
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