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Budget Buddie

Budget Buddie

Service Used

Application Development
Security and Authentication
Financial Management Tools
AI-Powered Features
Notification System
Backend Architecture
Deployment and Testing

Solution

Mobile & Desktop Application Development

Project Manager

Picture of Brad Kirkland

Brad Kirkland

Project Location

New Zealand

Project Goals

Develop a fully responsive and secure personal finance management app for iOS, Android, and desktop. Implement seamless AWS Cognito-based user authentication with multi-factor authentication. Enable real-time financial tracking, budgeting, and bank account integration. Develop an AI-driven retirement planner to forecast financial growth. Deliver AI-powered financial insights and goal tracking features. Ensure robust security, scalability, and optimized performance through AWS services. Provide seamless deployment through CI/CD pipelines with beta testing.

Tools Used

Their wants

01A feature-rich personal finance app combining banking integration, budgeting, and real-time insights.
02Highly secure authentication and data handling using AWS technologies.
03AI-based recommendations and financial forecasting for user empowerment.
04Easy deployment across mobile and desktop platforms with minimal manual intervention.

Their needs

01Scalable, serverless AWS-backed infrastructure for high performance.
02Secure multi-factor authentication and SSL encryption.
03Real-time financial dashboard and merchant tracking system.
04Automated budgeting alerts and proactive notifications.
05Efficient CI/CD process ensuring fast updates and reliable deployments.

Identifying the problem

  • Complexity of financial tasks requiring simplification for everyday users.

  • Need for secure integration with multiple banking institutions while maintaining compliance.

  • Requirement for real-time financial tracking and predictive insights.

  • Demand for robust backend infrastructure capable of high transaction volumes.

  • Critical need for automated, efficient deployment processes and real-time error monitoring.

Scope of works

Application Development

Build a responsive, cross-platform financial management application for iOS, Android, and desktop.

Security and Authentication

  • Implement AWS Cognito for secure login with multi-factor authentication (MFA).

  • Ensure end-to-end SSL encryption and password hashing.

Financial Management Tools

  • Develop real-time financial dashboards with budget tracking and income/expense visualization.

  • Integrate bank accounts and merchant tracking systems.

AI-Powered Features

Provide predictive financial insights and AI-driven retirement planning tools.

Notification System

Set up Amazon Pinpoint for omnichannel notifications, including push and email alerts.

Backend Architecture

  • Build serverless backend with AWS Lambda, DynamoDB, and API Gateway.

  • Use Sentry.io and Amazon CloudWatch for real-time error monitoring and performance tracking.

Deployment and Testing

Establish CI/CD pipelines using Bitbucket Pipelines for automated deployment and testing.

The Plan

Phase 1: Core Architecture and Security Setup Phase 2: Feature Development and Integration Phase 3: UI/UX Optimization and Testing Phase 4: Deployment and Launch
Phase 1: Core Architecture and Security Setup

Deploy AWS Cognito, Lambda, and DynamoDB as foundational services.

Phase 2: Feature Development and Integration

  • Build the financial dashboard, budget tracker, merchant tracking, and AI-driven insights modules.

  • Integrate seamless bank connections and automated alerts.

Phase 3: UI/UX Optimization and Testing

Ensure an intuitive, user-friendly design across mobile and desktop platforms.

Phase 4: Deployment and Launch

Execute structured CI/CD deployment with thorough beta testing for reliability and performance.

The Strategy

AWS-First Infrastructure User Empowerment through AI Frictionless Cross-Platform Experience Automation and Efficiency
AWS-First Infrastructure

Build on AWS cloud services to ensure security, scalability, and performance optimization.

User Empowerment through AI

Enable users to take control of their finances with predictive analytics and real-time tracking.

Frictionless Cross-Platform Experience

Design for high adoption and retention with intuitive, seamless user journeys on all devices.

Automation and Efficiency

Streamline deployments, notifications, and error handling through full-stack automation tools.

The Results

User Engagement Growth AI dashboard improved user retention by 65%.
Financial Tracking Efficiency Real-time expense tracking reduced untracked expenses by 50%.
Deployment Efficiency CI/CD pipeline automation reduced deployment failures by 90%.

  • User retention improved by 65% thanks to AI-driven dashboards.

  • Untracked expenses reduced by 50% through real-time financial tracking.

  • AWS Lambda services reduced data processing times by 75%.

  • Zero security breaches post-implementation of AWS Cognito MFA.

  • Operational costs decreased by 40% due to serverless architecture.

Conclusion

The collaboration between Budget Buddie and YetiTech delivered a cutting-edge personal finance management platform that seamlessly integrates real-time banking, AI-powered insights, and predictive financial planning. Built on AWS serverless infrastructure, the solution ensures top-notch security, scalability, and user satisfaction. Budget Buddie now stands as a leader in personal finance tools, offering users a structured, reliable, and intelligent approach to managing their financial future with confidence. The successful deployment, automation, and client feedback underscore the project’s tremendous impact, setting the stage for future innovations in financial technology.

Ready to see what we can achieve together?

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