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FinEdge Platform Redefining Financial Clarity

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A full product design for a SaaS financial planning platform that helps individuals and small teams manage budgets, investments, and cash flow with clarity and confidence.

🎯 The Challenge

The FinEdge team envisioned a cutting-edge platform that boasts a sleek, user-friendly interface designed to make navigating intricate financial data a breeze. Unlike the previous version, which suffered from chaotic dashboards, mismatched UI components.

Project Objectives

  • Create a scalable design system for consistency
  • Simplify financial data presentation
  • Build a dashboard-focused UI with visual clarity
  • Improve overall usability and mobile experience
  • Enable seamless collaboration features for teams

🔍 Research & Discovery

  • Create a scalable design system for consistency
  • Simplify financial data presentation
  • Build a dashboard-focused UI with visual clarity
  • Improve overall usability and mobile experience
  • Enable seamless collaboration features for teams

Insight: Users needed customizable views and contextual help for interpreting financial terms and metrics.

📐 Wireframes & Information Architecture

Built low-fidelity wireframes to validate layout decisions early. Mapped key flows like Budget Creation, Goal Tracking, and Team Collaboration.

Wireframes & Information Architecture

🎨 UI Design Highlights

  • Create a scalable design system for consistency
  • Simplify financial data presentation
  • Build a dashboard-focused UI with visual clarity
  • Improve overall usability and mobile experience
  • Enable seamless collaboration features for teams

UI Design Highlights

🎨 UI Design Highlights

  • Desktop
  • Tablet
  • Mobile

Ensured no loss of function or clarity on smaller screens.

📊 Outcome & Results

✅ Increased user task completion rate by 35%
✅ Reduced onboarding time by 50%
✅ 5-star feedback from 92% of beta testers
✅ Design system adopted by the dev team for ongoing updates

💬 Client Feedback

Built low-fidelity wireframes to validate layout decisions early. Mapped key flows like Budget Creation, Goal Tracking, and Team Collaboration.

CEO, FinEdge Technologies

🧠 Key Takeaways

  • Designing with data clarity in mind improves trust and engagement
  • A strong design system aligns product and dev teams seamlessly
  • User testing (even with small groups) reveals the biggest wins

Let’s Build Something Bold Together

Open for freelance, collaboration, or full-time opportunities. Got a project in mind? Let’s chat.

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