Pursuit App

Risk Management Software

services

App Development

industry

FinTech

duration

2 Months

country

United Arab Emirates

Pursuit App

Project Overview

A digital risk management application, custom designed to calculate risk for every user. People are adopting proficient risk reporting, before making huge investments. The risk app identifies an individual's risk of investing in a house, loan, education, etc. It is a simple and intuitive software wherein users have to fill in a questionnaire, which is provided by Admin. On the basis of the answers RM works on its outcomes, sending an auto generated report using formula.

Overview image 1Overview image 2Overview image 3

Challenges

Determining Risk Impact
• Calculating risk profiling for individuals is a complex task requiring accurate algorithms.
• The app needed to handle uncertainty and time prediction accurately for various investment types.
• Risk assessment had to cover multiple domains like housing, loans, and education investments.
Navigation-Friendly Design
• The app had to be simple and intuitive for users unfamiliar with risk analysis tools.
• Every form and information module needed to be accessible with minimal clicks.
• The UI needed to present complex risk data in an easily understandable format.
Real-Time Goal Planning
• Users needed to calculate risk profiling and set future goals like education and retirement.
• Goal planning required real-time calculations based on user inputs and financial data.
• The system had to support multiple goals with priority settings and monthly investment tracking.

Our Solution

Trending UI/UX Design
• The risk management software features a modern UI/UX that helps individuals navigate risk modules easily.
• The interface presents risk data through intuitive visual elements and graphical representations.
• Users can access all features including questionnaires, reports, and trendlines with minimal effort.
RM Side Management
• From the RM side, the app helps in checking and making a goal-oriented plan for users.
• RM is associated with an individual's bank account for accurate data transfer.
• All data is transferred into the application to generate accurate risk analysis reports.
Comprehensive Risk Profiling
• The app provides intuitive risk profiling with questionnaire, goal planning, and report modules.
• Users can view their overall risk capabilities including score, tolerance, attitude, and risk capacity.
• Graphical trendline representations help users understand their risk status at a glance.

Features Implemented

The Pursuit App includes user-side features for risk assessment and goal planning, along with RM-side features for tracking and managing individual risk profiles.

1. Risk Profiling

Pursuit, starts with an intuitive risk profiling which takes a user straight to questionnaire, goal planning, reports & trendline, consent modules of the app. Every form or information is kept just a click away

Risk Profiling

2. Risk Profiling Questionnaire

The risk app has minimal questions in its questionnaire with scaling facility and other intuitive touch button selections.

Risk Profiling Questionnaire

3. Plan a Goal

A user can select single or multiple goals from given options like education, retirement, house, etc. A user can set priority goals & plan their savings, monthly investments. An individual can plan a month of his monetary needs beforehand.

Plan a Goal

4. Reports and Trendline

A user can directly get a detailed analytical report and export it easily from that module.

Reports and Trendline

5. Consent

This feature ensures consent of the users. It in turn, helps build online goodwill of the application.

Consent

6. Users Risk Profiling

RM can easily track an individual's risk profiling. This feature shows different alerts related to the risk updates by the user. It consists of customer ID, questionnaire update, goal updates.

Users Risk Profiling

7. Customer Risk Score

The digital risk management app shows an individual's overall risk capabilities which consists of his score, tolerance, attitude, risk capacity, and a direct click through to customer questionnaire, trendline, and goal.

Customer Risk Score

8. Users Trendline

It is a graphical representation of risk tolerance, capacity, attitude, requirement, so a user can easily understand his risk status (if he is not able to compare it with a numbering report). One can also directly download a PDF of the risk report.

Users Trendline

9. Users Goals

It shows the graphical representation of the goals set by an individual. Education, house, retirement, and represents it according to the priority measured in terms of the money investment which a user wants to do for a stipulated time period. It also allows a direct PDF download.

Users Goals

Conclusion

The Pursuit App provides a complete digital risk management solution for users in the United Arab Emirates. By combining intuitive risk profiling questionnaires with goal planning and graphical trendline reports, the app helps individuals make informed investment decisions across housing, loans, and education. The RM-side features give relationship managers full visibility into customer risk scores and goal tracking.

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