Fintech
Fintech
AI
AI
Cleo

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.
Cleo

Our success story with

Cleo

Step 1 Investigation
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.
Step 2 Planning
Step 3 Design
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 4 Development and testing
Step 5 Release
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
Result 1Result 2Result 3
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The way Cleo speaks in the chat feature is as if I was talking to one of my actual friends so it creates a stress free environment to manage your finances, because we all know money stresses us out sometimes.

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Andrea Finley
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