My Invest: Your Unified Portal for Insurance & Investment Excellence
My Invest is a one-stop destination for all insurance and financial planning needs. Committed to simplifying the complex world of coverage and investments, they empower users to make informed decisions that protect their future, whether it’s managing life policies or growing retirement funds.
// App Industry
Insurance - Investment
// Platforms
Android, iOS, Web
Challenges
- Fragmented Journeys: Customers struggled to switch between multiple apps and portals to compare policies or track investments.
- Complex Data: Manual entry and siloed analytics made it hard to get a comprehensive view of one’s financial portfolio.
- Onboarding Friction: Lengthy form-fills and unclear navigation led to drop-offs before policy buys or investment sign-ups.
Our Solution
A. Insurance Module
- Developed an intuitive dashboard for quick policy management and claims submission.
- Integrated end-to-end data encryption to safeguard personally identifiable information.
- Added real-time status updates and document upload via secure OCR to streamline customer support.
B. Investment Module
- Crafted a consolidated investments hub, showing stocks, mutual funds, and SIPs in a single view.
- Built interactive performance charts with one-click filtering by date, asset class, or risk level.
Embedded AI-driven recommendations that suggest portfolio tweaks based on individual goals and market trends.
Key Features & Benefits
- Unified Platform — One login for insurance quotes, policy renewals, and investment tracking.
- Real-Time Insights — Live dashboards that update instantly as market prices or policy statuses change.
- Secure Onboarding — OCR-powered document upload and e-signatures cut sign-up time by 60%.
- AI Recommendations — Personalized investment tips based on your risk appetite and financial horizon.
- Mobile-First Experience — Native Android, iOS, and responsive web interfaces keep users engaged on any device.
Technology Stack
Android Development
Java
iOS Development
Swift
Backend/Admin
Dot Net
Showcase
WordPress
Data Security
AES-256 Encryption and Tokenized APIs
Design Elements
- Typography: Poppins for approachable headings; Open Sans for clean, readable body text
- Color Palette:
- Primary: Deep Teal (#00695C)
- Accent: Soft Coral (#FF7043)
- Neutrals: Light Gray (#ECEFF1) & Charcoal (#263238)
- UI Patterns: Card-based summaries for policies and portfolios; progress bars for application steps; modal dialogues for alerts
Impact
- Faster Processing: Claims submission time dropped by 40%, thanks to streamlined workflows.
- Higher Engagement: Users spent 30% more time exploring investment insights on mobile.
- Improved Retention: Consolidated services led to a 25% increase in active monthly users and stronger customer loyalty.
