Siddhesh B.
Siddhesh B.
UX design for financial tools
Simplifying financial management through user-centered UX design that makes Goal Tracker, Loan Assistance, Credit Card Assistance, and Expense Tracker feel approachable and empowering.
My Role
UX Designer
Methods
UI/UX research
Visual design
Wireframing & Prototyping
Documentation + Dev Handoff
Video
Video walkthrough
Adding soon
The Problem & Challenges
Improving Complex Financial Experiences
Personal finance tools often overwhelm users with too much information at once, making it difficult to understand their financial health or take confident action. Users needed a way to manage budgets, explore loans, and understand insurance without feeling lost or anxious about their decisions.
Methods Used
Stakeholder Interviews &
Competitive Analysis
User Interviews & Surveys
Persona Development & Empathy Mapping
Behavioral Analysis (Hotjar) & Funnel Analysis
User Flow & Journey Mapping
Card Sorting & Information Architecture
Wireframing & Task Analysis
Heuristic Evaluation & Cognitive Walkthrough
Analytics Review (Google Analytics) & Cohort Analysis
Usability Testing & A/B Testing
Behavioral Analysis (Hotjar) & Funnel Analysis
Analytics Review (Google Analytics) & Cohort Analysis
Accessibility Evaluation & Interaction Cost Analysis
Improvement's
Redesigned four core features from scratch, delivering 35+ targeted UX improvements. Applied user research, task analysis, and behavioral data to simplify workflows, reduce friction, and increase user confidence across Goal Tracker, Loan Assistance, Credit Card Assistance, and Expense Tracker.
Goal Tracker Improvements:
✦ Simplified goal creation with templates, reducing setup time
✦ Visual progress indicators showing completion percentage and milestones
✦ Multi-goal dashboard with at-a-glance status view
✦ Contextual savings reminders based on deadlines and progress
✦ Flexible editing flow for adjusting targets without restarting
Loan Assistance Improvements:
✦ Streamlined single-page inquiry form with progressive disclosure
✦ Provider comparison feature with side-by-side details
✦ Personalized loan matching based on user profile
✦ Application status tracking with clear next steps
✦ Error prevention through inline validation
Credit Card Assistance Improvements:
✦ Filtering system by category and bank for quick navigation
✦ Benefit comparison tool with scannable key features
✦ "Find me a card" questionnaire for personalized recommendations
✦ Clear CTA hierarchy separating exploration from commitment
✦ Benefit visualization using icons and concise descriptions
Expense Tracker Improvements:
✦ Smart transaction categorization based on spending patterns
✦ Visual spending breakdown with charts and percentages
✦ Budget alerts when approaching spending limits
✦ Expense filtering and search for easy transaction lookup
✦ Monthly/weekly spending summaries with actionable insights
What I Did in This Project
User Research & Interviews
Stakeholder Alignment
User Flow Mapping
Wireframing & Iteration
Usability Testing
Behavior Analysis
What I Did in This Project
User Research & Interviews
Stakeholder Alignment
User Flow Mapping
Wireframing & Iteration
Usability Testing
Behavior Analysis
What I Did in This Project
User Research & Interviews
Stakeholder Alignment
User Flow Mapping
Wireframing & Iteration
Usability Testing
Behavior Analysis
Improvement's
Redesigned four core features from scratch, delivering 35+ targeted UX improvements. Applied user research, task analysis, and behavioral data to simplify workflows, reduce friction, and increase user confidence across Goal Tracker, Loan Assistance, Credit Card Assistance, and Expense Tracker.
Goal Tracker Improvements:
✦ Simplified goal creation with templates, reducing setup time
✦ Visual progress indicators showing completion percentage and milestones
✦ Multi-goal dashboard with at-a-glance status view
✦ Contextual savings reminders based on deadlines and progress
✦ Flexible editing flow for adjusting targets without restarting
Loan Assistance Improvements:
✦ Streamlined single-page inquiry form with progressive disclosure
✦ Provider comparison feature with side-by-side details
✦ Personalized loan matching based on user profile
✦ Application status tracking with clear next steps
✦ Error prevention through inline validation
Credit Card Assistance Improvements:
✦ Filtering system by category and bank for quick navigation
✦ Benefit comparison tool with scannable key features
✦ "Find me a card" questionnaire for personalized recommendations
✦ Clear CTA hierarchy separating exploration from commitment
✦ Benefit visualization using icons and concise descriptions
Expense Tracker Improvements:
✦ Smart transaction categorization based on spending patterns
✦ Visual spending breakdown with charts and percentages
✦ Budget alerts when approaching spending limits
✦ Expense filtering and search for easy transaction lookup
✦ Monthly/weekly spending summaries with actionable insights
Siddhesh B.
Let's connect
Belhekarsiddhesh9@gmail.com
Stay happy, Stay safe,
Stay with love one's
UX design for financial tools
Simplifying financial management through user-centered UX design that makes Goal Tracker, Loan Assistance, Credit Card Assistance, and Expense Tracker feel approachable and empowering.
My Role
UX Designer
Methods
UI/UX research & design
Visual design
Wireframing & Prototyping
Documentation + Dev Handoff
Video
Video walkthrough
Adding soon
What I Did in This Project
User Research & Interviews
Stakeholder Alignment
User Flow Mapping
Wireframing & Iteration
Usability Testing
Behavior Analysis
The results are in. See what we achieved.
The redesigned experience transformed how users interact with their finances. By streamlining complex workflows and introducing progressive disclosure, we created an interface that guides users confidently through budgeting, loan exploration, and insurance decisions without overwhelming them.
28% reduction in task completion time across key financial workflows
32% decrease in cognitive load through simplified information architecture
57% improvement in user satisfaction for loan application processes
Measurable increase in feature engagement through clearer
navigation and user guidance
The results are in. See what we achieved.
The redesigned experience transformed how users interact with their finances. By streamlining complex workflows and introducing progressive disclosure, we created an interface that guides users confidently through budgeting, loan exploration, and insurance decisions without overwhelming them.
28% reduction in task completion time across key financial workflows
32% decrease in cognitive load through simplified information architecture
57% improvement in user satisfaction for loan application processes
Measurable increase in feature engagement through clearer
navigation and user guidance
Another project you might find Interesting
Another project you might find Interesting
Another project you might find Interesting
Siddhesh B.
Let's connect
Belhekarsiddhesh9@gmail.com
Stay happy, Stay safe,
Stay with love one's
Stay happy, Stay safe,
Stay with love one's
