Fintech Dashboard Redesign

Project Overview

The Fintech Dashboard Redesign project involved reimagining the user experience and interface of an existing financial technology platform. The platform provides users with tools to easily track their finances, manage transactions, and access essential daily services. However, the original design was cluttered, unintuitive, and lacked modern design standards, resulting in poor user engagement and low retention rates. My role was to lead the redesign effort, focusing on creating a streamlined, user-friendly interface that balances functionality with aesthetic appeal.

Quantitative Research

Quantitative ResearchTo ensure the redesign addressed real user needs, I collaborated closely with the project manager to conduct a comprehensive research initiative. Leveraging tools like Maze, we engaged directly with clients to gather actionable insights about their pain points with the existing dashboard.

These findings revealed that the cluttered interface and unintuitive navigation significantly impacted productivity and user satisfaction. The insights provided a clear roadmap for prioritizing improvements in the redesign, ensuring that every change directly addressed client challenges and enhanced their overall experience.

Wireframing

At this stage of the project, I transitioned from research insights to ideation, focusing on generating innovative solutions to address the identified pain points. I began by creating mood boards to explore visual styles, color palettes, and design inspirations aligned with the brand’s identity and user expectations. This helped establish a cohesive design direction while fostering creativity.To further refine ideas, I employed the following methods:

Brainstorming Sessions: Collaborated with cross-functional team members to explore diverse perspectives and generate a wide range of potential solutions.
User Journey Mapping: Visualized user flows to identify friction points and ensure seamless navigation throughout the dashboard.
Competitive Analysis: Studied industry-leading fintech platforms to understand trends and benchmark best practices.

Using these insights, I began sketching initial wireframes to translate abstract concepts into tangible layouts. These low-fidelity sketches allowed me to experiment with different layouts, prioritize information hierarchy, and establish a foundation for a user-friendly interface.

Final Design and Usability Testing

Following the ideation phase, I transitioned to crafting high-fidelity designs that brought the refined concepts to life. The final design focused on achieving a balance between visual appeal and functionality, ensuring a seamless and intuitive user experience. Every design decision was guided by the insights gained from user research and feedback gathered during earlier stages.To validate the effectiveness of the design and make data-driven improvements, I collaborated with the project manager to conduct usability testing. Using tools like heatmaps and analytics, we analyzed user interactions with the prototype to assess:

Navigation Efficiency: Identifying how easily users could locate key features.
Information Hierarchy: Ensuring critical financial data was easily accessible and prioritized correctly.
Engagement Patterns: Monitoring areas of high interaction and sections that required additional refinement.

The heatmap analysis and usability metrics provided invaluable insights, enabling us to make targeted adjustments, such as optimizing button placement, improving content spacing, and fine-tuning the overall layout. With these final touches in place, the redesigned dashboard was ready for development, offering users a modern, intuitive platform tailored to their needs.