A streamlined dashboard for payments, bills, and transfers.
Role: UX Designer
Project Type: Fintech platform for business clients
Scope: Dashboard, Payments, Bills, High-value transfers
Tools Used: Figma, moderated usability testing
Deliverables: High-fidelity prototype, Interactive component library (cards, modals, maps), User flows & click-through demos
Impact: task‑success rate: ↑ 78 % → 83 %
Fintech can be… a lot.
Numbers, flows, approvals, more numbers…My job? Cut the noise, surface what matters, and make sure users feel like they’re in control - not guessing what to click next.
The reality? Managing company finances isn’t just logging in and paying bills. Business owners and finance teams juggle high-value transfers, recurring payments, urgent approvals — all at once.
Traditional banking?
Slow, expensive, and buried in legacy UX.
The original version of this platform didn’t help. Built by multiple teams over time, it had:
- Inconsistent patterns
- Repeated flows
- A content structure that overwhelmed more than it guidedOwners and finance teams deal with high-value transfers, recurring bills, time-sensitive approvals — all layered with risk.
The Challenge - what we set out to fix
The original platform had a little of everything — built by many hands over many sprints. The result? Conflicting flows, repeated patterns, and a user journey that felt more like a maze than a map.
My strategy:
Bring clarity, structure and peace-of-mind back into the experience.
Help users get through complex tasks without feeling like it’s a complex task.
I focused on:
Simplifying flows (without dumbing them down)
Rebuilding trust in key user actions
Designing a content architecture that adapts to user context
Writing copy that explains just enough — when it’s actually needed