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Keap – Family budgeting mobile app

Keap – Family budgeting mobile app - Website Development - Photo 1

Mobile app banking for long-term wealth building

Simple mobile banking and long-term wealth building – all within the Keap app. It helps to manage day-to-day finances, benefit from investing in select funds handpicked by financial experts, or trade cryptocurrencies. It keeps track of loans simply and fast. Follows loan statuses, and manages the terms and interests directly from the phone.

Client Keap, LLC
  • Discovery
  • Wireframing
  • UI design
Business need

Client request

The client’s request included the design of a fintech mobile app with wide functionality for family’s financial planning, the creation of a corporate website and development.

Our role

Our team was tasked with designing a mobile app that addresses crucial aspects such as easy financial planning with multiple actions, managing investments, and access to numerous statistics. Given the market’s high entry barrier and numerous competitors, we had to consider its specifics while working on a solution.
Our design aimed to provide a user-friendly interface that simplifies the complex process of financial planning and investing and make it easy to do.

Keap – Family budgeting mobile app - Website Development - Photo 3
Problems & soulutions

Lack of Visibility into Family Spending: One common problem in family financial management is the lack of visibility into where the money is being spent. This can make it difficult for families to stick to a budget and save for long-term goals.


Difficulty in Coordinating Family Investments: Another common challenge for families is coordinating their investments across multiple accounts and assets. This can make it difficult to track investment performance and rebalance portfolios.


To address this problem, we included features that allow users to track their spending and view detailed reports on where their money is going. The app also provides personalized budgeting advice and notifications to help users stay on track.


We included features that allow users to view and manage all of their investments in one place such as investment tracking, portfolio analysis, and alerts to help users stay on top of their investments. We also added personalized investment advice and recommendations.

Research stages

Research process

After the start of work on the project, we conducted a competitors analysis. With it, we analyzed the competitors in this area in order to properly implement features and stand out from the competition.

  • Competitors analysis
  • Business analysis
  • Map
Competitors analysis

We identified the project’s internal and external factors that could impact its succes. During the competitor analysis we also understand better the successful patterns and the scenarios we need to avoid. This information allowed us to create a strategy that maximized the project’s strengths while minimizing its weaknesses and mitigating potential threats.

Business Analysis

During the Business Analysis phase, we presented the client with an additional method to monetize the app, outlining its potential benefits and risks. We conducted a thorough analysis of the subject area and identified potential problems that the client may face in the future. Our team provided recommendations and advice on how to address these issues. Lastly, we developed a list of priority features for the app.


After reviewing the project goals and conducting user experience research, our team designed the app architecture, taking into account competitor analysis, research findings, and client feedback.

Keap – Family budgeting mobile app - Website Development - Photo 6
Design stages


We were tasked with an exciting brief to build an immersive experience that reflects the innovative nature of slope solutions. As a tech startup, our goal was not only to build and obtain meaningful leads in this industry, but also to create a design that stands out from the competition while being user-friendly and appealing to our audience.

We focused on developing an intuitive interface and a visually compelling layout that will captivate and engage our users. By prioritizing their experience, we aimed to create a lasting impression that will keep them coming back for more.

  • Wireframe
  • Moodboard
  • Design Concept
  • UI Design
Stage 1

For a clear understanding of the page structure and the necessary blocks and sections, we have prepared a highly detailed prototype of each screen.

Keap – Family budgeting mobile app - Website Development - Photo 7
Keap – Family budgeting mobile app - Website Development - Photo 8
Stage 2
Moodboard & Design Concept

We gathered visual inspirations, color schemes, typography, and imagery to create a moodboard that sets the overall aesthetic direction. Based on this, we developed a design concept that encapsulates the desired look and feel of the final product, including its visual style, tone, and brand identity. This stage helped us to align our vision on the design direction and serves as a foundation for the subsequent design iterations.

Stage 3
UI Design

Following the approval of the prototypes and moodboard, we proceeded to the next phase, which involved creating the user interface design. To streamline the development process, we created design components that have been integrated into the UI Kit, making it easy for our developers to implement the designs. By doing so, we ensured a cohesive and seamless experience for our users, regardless of their preferred device.


As with all of our projects, we create clickable prototypes, and this project is no different. This approach enables us to swiftly evaluate the usability and clarity of the application. By testing the prototype, we can identify any unfinished blocks and quickly address them before the development phase. This method allows us to streamline the development process and ensure that the final product is user-friendly and intuitive.

Features we implemented

Keap has a personalized investment tool that allows users to manage their investments conveniently and efficiently on their smartphones. User need to follow the precise pre-enter survey which helps them to build your investment strategy or even request a financial advisor.Keap provides a wide range of features and functionalities to help users make informed investment decisions and track their portfolios in real-time. The app allows users to create and manage their investment accounts seamlessly and monitor their investment portfolios in real-time.

Keap – Family budgeting mobile app - Website Development - Photo 13
Keap Premium

Premium subscription provides users with exclusive benefits and a superior experience. Users gain early access to new features, ensuring they stay ahead of the competition. They can enjoy up to 20% cashback on first-time purchases, maximizing user returns and rewarding their loyalty.With monthly offer bonuses, users will have more chances to earn cashback, boosting their savings even further. Plus, as a premium subscriber, users will receive priority support, ensuring their questions and concerns are addressed promptly.

Keap – Family budgeting mobile app - Website Development - Photo 14

The insights feature in our financial app provides users with a convenient way to stay on top of their finances across multiple accounts.By securely connecting and aggregating data from various financial institutions, the app gathers information from different accounts such as bank accounts, credit cards, investment portfolios, and loans. Through sophisticated algorithms and data analysis, the app generates valuable insights and presents them in an easy-to-understand format.

Keap – Family budgeting mobile app - Website Development - Photo 15
Keap – Family budgeting mobile app - Website Development - Photo 16
Work continues on new functionality
Extended loan management

We plan to add loan management that alllows users to set the terms and interests directly from their phone.

Flexible deposit

We are preparing personalized experience for users to start their deposit.


According to our users’ insights, gamification is a key to gain and maintain users engagement and motivation. So we are planning to start with badges and then introduce some new gamification features.

Keap – Family budgeting mobile app - Website Development - Photo 17
User-friendly mobile banking for building long-term wealth

When developing this mobile app, we focused on creating a memorable brand voice and implementing the best UX patterns in the industry. We transformed complex processes like Loans, Investments, and Deposits into simple and intuitive flows. As a result, we successfully attracted numerous new users who were interested in our company’s services.
Our team is immensely grateful for Keap’s trust in our services, and we take great pride in being an integral part of such an ambitious product!


The investment received after MVP pitching


Expected number of users on launch

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