Financial Product UX/UI Redesign

PayPilot

A financial product UX/UI redesign that simplifies account onboarding, improves payment management journeys, and establishes a consistent design system.

PayPilot project preview

Project overview

PayPilot

A financial product UX/UI redesign focused on simplifying account setup, improving payment management workflows and creating a more accessible dashboard experience.

Product DesignFigmaFigJamUX ResearchUI DesignInteractive PrototypingDesign Systems

The challenge

Complicated onboarding processes and unclear payment management interfaces can make it difficult for users to navigate financial products and complete everyday account activities.

Workflow

The engagement begins with a UX review to identify usability issues in existing product flows. Account onboarding and payment management journeys are then redesigned, supported by dashboard wireframes, an interactive prototype and a consistent design system.

Key capabilities

  • Review existing user experience and identify usability issues
  • Redesign account onboarding flows
  • Improve payment management journeys
  • Develop dashboard wireframes
  • Create interactive Figma prototypes
  • Establish a consistent visual design system

Outcome

A more structured financial product experience with clearer onboarding, improved navigation and organized payment management interfaces.

Client testimonial
★★★★★
“We needed a more organized approach to tracking payment activities and transactions. CodeWavee developed a platform that brings the important information together and makes payment management easier to follow. The team was professional and responsive.”
AR
Alexander ReedFinance Director · Sterling Business Solutions

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