Fintech
Overview
A clean, intuitive analytics dashboard designed to help B2B users track key performance indicators effortlessly. The experience focuses on clarity, minimalism, and actionable insights, enabling faster decision-making for financial and operations teams.
My Role
- End-to-end UX/UI design ownership
- High-fidelity UI design
- Cross-functional collaboration with PMs and developers
- Faster reviews, personalized feedback, better clarity
Problem Statement
The client, a B2B SaaS company operating in the fintech space, faced challenges with low product adoption and poor engagement. While the platform was feature-rich, users struggled to quickly understand critical metrics due to a cluttered interface and inconsistent information hierarchy. As a result, insights were underutilized, and decision-making was slower than expected.
Solutions
To address usability and clarity issues, the solution focused on simplifying complexity without losing depth.
Key Features & Highlights
- Smart Dashboards: Real-time insights into deals, bids, progress stages, and performance metrics.
- Collaboration Tools: Integrated chat panel for faster decision-making and reduced back-and-forth.
- Action-Driven Layout: Users can quickly scan, prioritize, and act without digging through data.
- AVisual Status Indicator: Clear representation of process stages, NDA status, and time spent.
The Results
- Faster data comprehension and improved usability.
- Reduced time spent interpreting reports.
- Improved stakeholder confidence during reviews.
- Scalable dashboard system ready for future analytics features.
Conclusion
This project reinforced the importance of human-centered design in complex B2B fintech platforms. By focusing on clarity, structure, and usability, the redesigned dashboard transformed dense financial data into an intuitive, decision-ready experience.
