NeoBank Dashboard Redesign
How we transformed a complex financial platform into an intuitive, visually cohesive experience that boosted user engagement by 47% and reduced support tickets by 32%.
Role
Lead UX/UI Designer, Design Systems
Timeline
10 Weeks (Research to Handoff)
Stack
Figma, React, Tailwind, Mixpanel
Project Overview
Simplifying Modern Finance
NeoBank approached us with a powerful but fragmented product. Users were overwhelmed by dense dashboards, inconsistent navigation, and slow transaction flows. Our mission was to rebuild the core experience from the ground up while preserving advanced features for power users.
We conducted 14 user interviews, mapped critical journeys, and established a design system that would scale across web and iOS/Android platforms. The result is a clean, data-rich interface that puts financial control directly in the user's hands.
Problem Space
Challenges & Objectives
🔍 Core Challenges
- Information overload on the main dashboard
- Inconsistent visual language across modules
- High drop-off rate during peer-to-peer transfers
- Lack of mobile responsiveness and touch targets
🎯 Key Objectives
- Reduce cognitive load through progressive disclosure
- Establish a scalable design system & component library
- Optimize transaction flow to < 3 taps/clicks
- Achieve WCAG 2.1 AA compliance for accessibility
Our Approach
Design Process
Discovery
Analytics audit, competitor benchmarking, and 14 stakeholder/user interviews.
Architecture
Information architecture restructuring, user flow mapping, and low-fidelity wireframes.
Visual Design
High-fidelity UI, component library creation, and dark/light theme development.
Validation
Usability testing with 28 participants, iterative refinements, and developer handoff.
Interface Design
Key Screens & Interactions
Main Dashboard & Overview
We reorganized the layout using a card-based grid with clear visual hierarchy. Primary metrics sit at the top, while secondary data lives in collapsible panels to reduce clutter.
Dashboard layout featuring progressive disclosure and customizable widgets.
Transactions & P2P Flow
The transfer journey was streamlined into a single-step modal with real-time validation. We added clear success states and haptic feedback cues for mobile users.
✓
Optimized P2P transfer modal with real-time validation and clear success feedback.
Analytics & Spending Insights
Complex financial data was translated into digestible visualizations using a consistent chart system. Tooltips, date ranges, and export options were strategically placed to avoid visual noise.
Interactive spending analytics with categorical breakdowns and date filtering.
Impact
Results & Metrics
+47%
User Engagement
-32%
Support Tickets
1.2s
Task Completion Time
4.8/5
App Store Rating