Digital finance platform

Finora

Finora had grown quickly, and its product had grown with it: feature by feature, without a clear structure underneath. I worked with the team to rebuild the core experience around one simple question customers kept asking — where does my money stand right now?

Sector
Digital finance
Role
Lead product designer (consultant)
Scope
Research synthesis, onboarding, account overview, payments
Platform
iOS, Android and web
Finora account overview, showing balance, spending trend and recent transactions

The challenge

New customers were asked for a lot of information before they could see any value, and the account overview had become a collection of widgets competing for attention. Payments worked, but the flow changed depending on where it was started, which made people unsure whether a payment had actually gone through.

The team needed a design direction they could deliver incrementally, without pausing development or retraining existing customers.

The approach

  1. 01

    Listening first

    I reviewed support conversations with the customer team and ran interviews with new and long-standing customers to understand where confidence broke down.

  2. 02

    One clear overview

    The account screen was restructured around balance, what is coming up and what has just happened — with everything else one deliberate step away.

  3. 03

    A single payment pattern

    Every payment now follows the same three steps with a clear review and confirmation, wherever it is started from.

  4. 04

    Built to be delivered

    Designs were broken into releasable pieces and supported by a shared component library, with accessibility considered from the first sketch.

Three Finora mobile screens: onboarding, account overview and a payment confirmation

The outcome

The team moved forward with a single, coherent structure for the product and a component library they could keep extending. Onboarding, the account overview and payments were handed over in stages, each ready to build and test with customers.

Disciplines Product strategy · UX design · UI design

Next step

Have a product that needs to be clearer?

Tell me a little about the project and where it’s stuck. I’ll reply personally.