Back A fintech platform
representation-user-experience-interface-design-smartphone 1
OVERVIEW
Project background The platform helped companies manage employee financial wellness, collecting and analyzing financial data to give employees clearer insight into their money. The product worked, but it didn't feel like it. The interface was dense, the flows were hard to navigate, and the information hierarchy made it difficult for users to find what they needed quickly.
My role Sole UI/UX designer, responsible for the full design process from research through to final UI. I worked across every stage alongside product managers, developers, and stakeholders.
User Research I started with user research to understand who was actually using the platform and what they needed from it. The users fell into three groups: individual employees checking their financial wellness, small business owners managing their teams, and financial administrators running operations. Each had different mental models and different expectations of what "financial clarity" meant to them. That shaped every design decision that followed.
Frame 23 1
What I Found The biggest issue wasn't the complexity of the product, it was that the interface didn't reflect how users thought about their money. Admins needed to see roles and permissions at a glance. Operations staff needed to track ACH transactions without digging through menus. Employees wanted a clear picture of their financial status without wading through data meant for someone else.
What I Designed I redesigned the user flows and interface architecture to match how each user type actually worked. The admin settings and user roles screens were restructured so permissions were scannable rather than buried. The operations view was rebuilt around the ACH workflow, the most critical task for that user type, rather than treating it as one item in a long list. Across all screens I applied a consistent layout system with clear visual hierarchy, making it easier to find information quickly and reducing the cognitive load of navigating a dense financial tool.
User Flow Diagram 1
High Fidelity Wireframe Creation Translate user flows into detailed high fidelity wireframes that represent the visual and functional aspects of the platform.
Design wireframes that reflect a user-centered approach, considering usability, accessibility, and visual hierarchy.
Iterate on wireframes based on feedback from stakeholders, usability testing, and design reviews.
Admin Settings _ Users and Roles
Operations (ACH)
Layout Design The redesigned platform gave each user type a clearer, more focused view of what they needed to do. By aligning the information architecture with real user workflows, the product became significantly easier to navigate without reducing any of its functional depth.
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RESULTS
Collaborate with cross-functional teams, including developers, product managers, and stakeholders, to ensure a shared understanding of design goals and requirements.
Communicate design concepts, rationale, and design decisions effectively to stakeholders, seeking feedback and incorporating their input.
Act as an advocate for user experience, ensuring that design solutions align with user needs and industry best practices.
Tools & Technologies Figma for wireframing and prototyping
Miro for user journey mapping and brainstorming
InVision for interactive prototypes and stakeholder presentations
Back A fintech platform
representation-user-experience-interface-design-smartphone 1
OVERVIEW
The Problem The platform helped companies manage employee financial wellness, collecting and analyzing financial data to give employees clearer insight into their money. The product worked, but it didn't feel like it. The interface was dense, the flows were hard to navigate, and the information hierarchy made it difficult for users to find what they needed quickly.
My Role Sole UI/UX designer, responsible for the full design process from research through to final UI. I worked across every stage alongside product managers, developers, and stakeholders.
User Research I started with user research to understand who was actually using the platform and what they needed from it. The users fell into three groups: individual employees checking their financial wellness, small business owners managing their teams, and financial administrators running operations. Each had different mental models and different expectations of what "financial clarity" meant to them. That shaped every design decision that followed.
Frame 23 1
What I Found The biggest issue wasn't the complexity of the product, it was that the interface didn't reflect how users thought about their money. Admins needed to see roles and permissions at a glance. Operations staff needed to track ACH transactions without digging through menus. Employees wanted a clear picture of their financial status without wading through data meant for someone else.
What I Designed I redesigned the user flows and interface architecture to match how each user type actually worked. The admin settings and user roles screens were restructured so permissions were scannable rather than buried. The operations view was rebuilt around the ACH workflow, the most critical task for that user type, rather than treating it as one item in a long list. Across all screens I applied a consistent layout system with clear visual hierarchy, making it easier to find information quickly and reducing the cognitive load of navigating a dense financial tool.
User Flow Diagram 1
Admin Settings _ Users and Roles
Operations (ACH)
Layout Design The redesigned platform gave each user type a clearer, more focused view of what they needed to do. By aligning the information architecture with real user workflows, the product became significantly easier to navigate without reducing any of its functional depth.
Group 416
Group 415
Group 414
Group 413
RESULTS
Collaborate with cross-functional teams, including developers, product managers, and stakeholders, to ensure a shared understanding of design goals and requirements.
Communicate design concepts, rationale, and design decisions effectively to stakeholders, seeking feedback and incorporating their input.
Act as an advocate for user experience, ensuring that design solutions align with user needs and industry best practices.
Tools & Technologies Figma for wireframing and prototyping
Miro for user journey mapping and brainstorming
InVision for interactive prototypes and stakeholder presentations