Finance related App
|
Quantxpress
Design comprehensive UX for finance
platform dashboards for budgeting,
loans, and insurance.
Led UX research and designed dashboards to simplify budgeting, loans, and insurance, delivering 35+ validated UX improvements through data-driven insights and achieving enhanced user engagement through streamlined financial workflows.
My Role
User Experience Designer
Timeline
Feb 2024 - Aug 2024
Methods
UX Research, User Flows, UX and UI Design, Prototyping,
Designer Handoff
Overview
Spring Money is a comprehensive financial services platform designed to simplify personal finance management through integrated budgeting, lending, and insurance solutions. Initially, the platform suffered from inconsistent UI across devices, unclear user flows, and accessibility barriers that created friction during critical financial tasks. The fragmented user experience and lack of centralized design system hindered user adoption and created confusion during core financial workflows across web and mobile touchpoints.
My Contribution
I led comprehensive UX research initiatives using Hotjar and Google Analytics to uncover user pain points and behavioral patterns. Conducted extensive user research, usability testing, and stakeholder interviews to understand financial workflow complexities. Redesigned core user flows and information architecture for budgeting, loans, and insurance features. Built a scalable Figma design system with comprehensive component libraries. Collaborated with cross-functional teams to ensure research insights translated into user-centered design solutions.
Key Results
35+
UX improvements delivered
through research insights
19%
Increased user engagement
Enhanced accessibility compliance and
streamlined financial workflows
Research
I conducted comprehensive user research with financial service users to understand platform-specific pain points and workflow bottlenecks that hindered efficient budgeting, loan applications, and insurance management across different devices. Through behavioral analysis using Hotjar and Google Analytics, I discovered users needed streamlined access to financial controls and simplified data visualization when managing complex financial tasks across various screen sizes. These insights informed the responsive dashboard design approach, focusing on progressive disclosure and optimized interactions that reduced cognitive load while maintaining comprehensive functionality across desktop, tablet, and mobile interfaces.
Business Goals
Increase user adoption and reduce platform abandonment rates for financial services
Improve user engagement through accessible cross-device financial management
Drive multi-platform usage and support scalable growth across web and mobile
Attract diverse user demographics while maintaining comprehensive financial service offerings
Design Goals
Create intuitive user experience that simplifies complex budgeting, loan, and insurance workflows
Ensure seamless data visualization and real-time financial information access
Optimize interactions for efficient financial task completion across devices
Maintain accessibility standards across all user types and screen sizes
Evaluation & Iteration
Conducted multiple rounds of usability testing with target financial service users to validate design decisions and identify friction points in the budgeting, loan, and insurance workflows. Through iterative feedback sessions and A/B testing of key interactions, I refined the interface to optimize task completion rates and user satisfaction. The continuous evaluation process ensured the final design met both user expectations and business objectives before full-scale launch.
Phase 1
Led collaborative brainstorming sessions with stakeholders to ideate solutions for complex financial workflow challenges and identify user pain points
Created comprehensive user flows through iterative brainstorming, mapping entire financial management journeys from onboarding to task completion
Developed low-fidelity wireframes and sketches during ideation workshops, focusing on information architecture and content hierarchy for budgeting, loan applications, and insurance workflows
Brainstormed simplified user flow alternatives with minimal cognitive load, exploring multiple approaches to reduce steps required for core financial tasks
Facilitated design thinking sessions to establish clear navigation patterns and interaction flows optimized for cross-device accessibility
Phase 2
Conducted brainstorming sessions to refine high-fidelity prototypes based on usability testing feedback, exploring innovative interaction patterns and micro-animations
Brainstormed comprehensive design system components through collaborative workshops, ensuring consistency across all financial workflow touchpoints
Created interactive prototypes through iterative brainstorming with development teams, demonstrating complex user flows for complete financial management journeys
Led accessibility-focused brainstorming sessions following WCAG 2.1 standards, ideating inclusive design solutions for diverse user needs
Facilitated cross-functional brainstorming to finalize responsive design specifications with detailed interaction states and error handling patterns
Final designs
The final Spring Money platform featured a clean, modern interface optimized for seamless financial management across devices. Responsive dashboards with clear visual hierarchy enabled intuitive navigation through budgeting, loan. The scalable design system provided consistent user experiences that streamlined complex financial tasks with reduced cognitive load.
Results
Product results
Enhanced user engagement and successful cross-platform adoption for financial management workflows
35+ UX improvements delivered through comprehensive research, streamlining budgeting, loan, and insurance processes
Improved user satisfaction based on usability testing and accessibility compliance metrics
Complete responsive design system ensuring seamless financial task completion across all devices
WCAG 2.1 accessibility standards implemented for inclusive financial service access
If I have more time, I could
Explore advanced user onboarding with progressive feature introduction to reduce cognitive overload during initial platform setup. I'd also investigate micro-interactions and contextual help systems that guide users through complex financial decisions in real-time. Additionally, implementing advanced user testing with eye-tracking studies could reveal deeper insights into how users process financial data visualization and help optimize information hierarchy further.
What I learned
Financial services design taught me that users have vastly different comfort levels with technology and financial complexity – what feels intuitive to one user can be overwhelming to another. The most valuable insight was discovering that clear visual feedback during multi-step processes (like loan applications) significantly reduces user anxiety and abandonment rates. I also learned that accessibility isn't just compliance – it actually improves usability for everyone, especially when dealing with sensitive financial information that requires focus and clarity.
Finance related App
|
Spring Money
Design comprehensive UX for finance platform dashboards for budgeting, loans, and insurance.
Led UX research and designed dashboards to simplify budgeting, loans, and insurance, delivering 35+ validated UX improvements through data-driven insights and achieving enhanced user engagement through streamlined financial workflows.
My Role
User Experience Designer
Timeline
Feb 2024 - Aug 2024
Methods
UX Research, User Flows, UX and UI Design, Prototyping, Designer Handoff
Overview
Spring Money is a comprehensive financial services platform designed to simplify personal finance management through integrated budgeting, lending, and insurance solutions. Initially, the platform suffered from inconsistent UI across devices, unclear user flows, and accessibility barriers that created friction during critical financial tasks. The fragmented user experience and lack of centralized design system hindered user adoption and created confusion during core financial workflows across web and mobile touchpoints.
My Contribution
I led comprehensive UX research initiatives using Hotjar and Google Analytics to uncover user pain points and behavioral patterns. Conducted extensive user research, usability testing, and stakeholder interviews to understand financial workflow complexities. Redesigned core user flows and information architecture for budgeting, loans, and insurance features. Built a scalable Figma design system with comprehensive component libraries. Collaborated with cross-functional teams to ensure research insights translated into user-centered design solutions.
Key Results
35+
UX improvements delivered through research
insights
19%
Increased user engagement
Enhanced accessibility compliance and
streamlined financial workflows
Research
I conducted comprehensive user research with financial service users to understand platform-specific pain points and workflow bottlenecks that hindered efficient budgeting, loan applications, and insurance management across different devices. Through behavioral analysis using Hotjar and Google Analytics, I discovered users needed streamlined access to financial controls and simplified data visualization when managing complex financial tasks across various screen sizes. These insights informed the responsive dashboard design approach, focusing on progressive disclosure and optimized interactions that reduced cognitive load while maintaining comprehensive functionality across desktop, tablet, and mobile interfaces.
Business Goals
Increase user adoption and reduce platform abandonment rates for financial services
Improve user engagement through accessible cross-device financial management
Drive multi-platform usage and support scalable growth across web and mobile
Attract diverse user demographics while maintaining comprehensive financial service offerings
Design Goals
Create intuitive user experience that simplifies complex budgeting, loan, and insurance workflows
Ensure seamless data visualization and real-time financial information access
Optimize interactions for efficient financial task completion across devices
Maintain accessibility standards across all user types and screen sizes
Evaluation & Iteration
Conducted multiple rounds of usability testing with target financial service users to validate design decisions and identify friction points in the budgeting, loan, and insurance workflows. Through iterative feedback sessions and A/B testing of key interactions, I refined the interface to optimize task completion rates and user satisfaction. The continuous evaluation process ensured the final design met both user expectations and business objectives before full-scale launch.
Phase 1
Led collaborative brainstorming sessions with stakeholders to ideate solutions for complex financial workflow challenges and identify user pain points
Created comprehensive user flows through iterative brainstorming, mapping entire financial management journeys from onboarding to task completion
Developed low-fidelity wireframes and sketches during ideation workshops, focusing on information architecture and content hierarchy for budgeting, loan applications, and insurance workflows
Brainstormed simplified user flow alternatives with minimal cognitive load, exploring multiple approaches to reduce steps required for core financial tasks
Facilitated design thinking sessions to establish clear navigation patterns and interaction flows optimized for cross-device accessibility
Phase 2
Conducted brainstorming sessions to refine high-fidelity prototypes based on usability testing feedback, exploring innovative interaction patterns and micro-animations
Brainstormed comprehensive design system components through collaborative workshops, ensuring consistency across all financial workflow touchpoints
Created interactive prototypes through iterative brainstorming with development teams, demonstrating complex user flows for complete financial management journeys
Led accessibility-focused brainstorming sessions following WCAG 2.1 standards, ideating inclusive design solutions for diverse user needs
Facilitated cross-functional brainstorming to finalize responsive design specifications with detailed interaction states and error handling patterns
Final designs
The final Spring Money platform featured a clean, modern interface optimized for seamless financial management across devices. Responsive dashboards with clear visual hierarchy enabled intuitive navigation through budgeting, loan. The scalable design system provided consistent user experiences that streamlined complex financial tasks with reduced cognitive load.
Results
Product results
Enhanced user engagement and successful cross-platform adoption for financial management workflows
35+ UX improvements delivered through comprehensive research, streamlining budgeting, loan, and insurance processes
Improved user satisfaction based on usability testing and accessibility compliance metrics
Complete responsive design system ensuring seamless financial task completion across all devices
WCAG 2.1 accessibility standards implemented for inclusive financial service access
If I have more time, I could
Explore advanced user onboarding with progressive feature introduction to reduce cognitive overload during initial platform setup. I'd also investigate micro-interactions and contextual help systems that guide users through complex financial decisions in real-time. Additionally, implementing advanced user testing with eye-tracking studies could reveal deeper insights into how users process financial data visualization and help optimize information hierarchy further.
What I learned
Financial services design taught me that users have vastly different comfort levels with technology and financial complexity – what feels intuitive to one user can be overwhelming to another. The most valuable insight was discovering that clear visual feedback during multi-step processes (like loan applications) significantly reduces user anxiety and abandonment rates. I also learned that accessibility isn't just compliance – it actually improves usability for everyone, especially when dealing with sensitive financial information that requires focus and clarity.
Next Project
Siddhesh B.
Siddhesh B.
Thank you for visit, It's means a lot for me..!
Thank you for visit, It's means a lot for me..!
Stay happy, Stay safe,
Stay happy, Stay safe,
Stay with love one's.
Stay with love one's.
CC. Siddhesh belhekar 2025
CC. Siddhesh belhekar 2025