Company & Product Context
The company builds a fintech platform that helps small and mid-sized businesses manage cash flow, payments, and financial reporting from a single dashboard. The product consolidates bank accounts, transactions, invoices, and financial insights into a unified experience used daily by founders and finance teams. As the customer base grew, the platform expanded in features but struggled to maintain clarity, especially for non-financial users who needed quick answers rather than detailed reports. The core dashboard became the primary touchpoint for understanding financial health and making day-to-day decisions.
My contribution
Product designer responsible for discovery, UX strategy, interface design, and validation. I worked closely with product management, engineering, and data teams to redesign the core financial experience, focusing on clarity, trust, and decision-making. My role involved translating complex financial data into understandable patterns while balancing regulatory constraints and technical limitations.
Define, Valitation, iterate
Wireframing and testing
We started with low-fidelity wireframes to explore multiple layout directions quickly. Each iteration was reviewed with stakeholders and tested with users. Feedback was continuously incorporated, allowing us to converge on a solution that balanced simplicity, trust, and scalability.
