FinSmart
How Kreeya's effective data driven approach streamlined financial operations for finsmart's clients.
Web, Mobile
Fin-tech
SaaS
Growing Business
Boston, MA
Company Overview
FinSmart is a leading FinTech SaaS platform designed to empower businesses with tools to manage financial operations effectively. It offers real-time dashboards, streamlined payment workflows, and actionable analytics, enabling companies to optimize revenue, reduce costs, and enhance cash flow management.
Challenges
FinSmart faced several UX challenges that limited both efficiency and platform adoption. Cluttered dashboards made it hard to visualise key insights, while manual payment workflows caused delays and complicated overdue tracking. The platform’s analytics fell short of offering actionable insights for revenue and cash flow management, and an unclear onboarding process slowed user adoption. Additionally, the lack of engagement features, like rewards, diminished user loyalty. Collectively, these issues impacted the overall user experience and ultimately impacting good business outcomes.
Our Design Approach
Discover
- Discovery workshops
- User Research
- UX Audit
- Heuristic Evaluation
UI/UX Design
- Wireframes and prototyping
- Usability testing
- UI Design
Deliver
- Design System
- UI Screens
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User Research
After conducting initial user research and gathering feedback from users across different roles, we identified some key UX issues and challenges.
Pain points Uncovered
- Complex financial dashboards hindered quick data interpretation.
- Payment management workflows were overly manual and time-consuming.
- Limited analytics features made it hard to identify actionable insights for revenue growth.
Ideate - Prototype - Test
Collaborating with the FinSmart team, we developed prototypes for streamlined dashboards, automated payment workflows, and predictive analytics tools. User feedback informed iterative improvements, ensuring the final product met business needs effectively.
Solution
Through meticulous user research and iterative prototyping, we crafted a streamlined claims platform that simplifies complex workflows. By prioritizing usability and optimizing the information architecture, we enhanced accessibility, making the claims process faster and more intuitive for all users.
Financial Dashboard
- Designed an interactive financial dashboard with real-time revenue trends, expense breakdowns, and cash flow summaries. Visual elements like bar charts, pie charts, and line graphs improved data visualization.
- Improvements: Enhanced financial visibility, reduced decision-making delays, and improved cash flow tracking.
Payment Management Screen
- Built a payment management screen with a drag-and-drop invoice creation tool, automated reminders, and sortable transaction tables. Overdue payments were flagged with red indicators for easy prioritization.
- Improvements: Streamlined payment workflows, minimized missed deadlines, and improved transaction tracking.
User Onboarding Screen
- Developed a personalized onboarding process with a progress tracker, KYC verification steps, and quick tips for new users. FAQs were embedded to address common onboarding queries.
- Improvements: Reduced onboarding time, improved user adoption rates, and enhanced initial user experience.
Rewards and Loyalty Screen
- Introduced a rewards screen showcasing earned points, redeemable options like cashback or discounts, and a one-click redemption process.
- Improvements: Increased user engagement, fostered platform loyalty, and incentivized repeat usage.
The Impact
After implementing the UX improvements, we tracked several key metrics to measure the impact of our work:
30%
Faster Onboardinge.
40%
Increase in User Engagement:
20%
Growth in Revenue Optimization
25%
Reduction in Payment Processing Time
“
Kreeya’s expertise transformed FinSmart into a user-friendly and data-driven platform. Their intuitive designs streamlined our financial workflows, making complex data easy to understand and act on. Thanks to their innovative approach, we’ve significantly improved user engagement and operational efficiency.
Tarun Aleti
Co-founder, CTO at Celito
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