NovaBank — Building a FinTech Dashboard

Designing Finance with Clarity Finance is intimidating. Our goal with NovaBank was to simplify financial management.

See  Case Study
See  Case Study
NovaBank — Building a FinTech Dashboard

Introduction

Financial dashboards often overwhelm users with data overload. NovaBank’s platform was no exception. Users found the platform confusing, cluttered, and hard to navigate, leading to frustration and abandonment.

This case study shows how we redesigned NovaBank’s dashboard to improve transparency, usability, and trust, resulting in measurable business growth.

The Core Problem

Travelers today expect speed and clarity. They want to search, compare, and book in minutes. Unfortunately, Smarter Flight’s old platform fell short:

  • Overwhelming interface with multiple tables and charts.
  • Confusing navigation between accounts and statements.
  • Lack of transparency in fees and transactions.

Outcome: Low adoption, poor engagement, and high churn rates.

Discovery & Research

User Research

  • Conducted interviews with 60 users.
  • 65% reported difficulty in finding essential financial insights.
  • Younger users preferred mobile-first platforms with visual summaries.

Competitive Benchmarking

  • Platforms like Revolut and Monzo emphasized simplicity, transparency, and clean mobile-first dashboards.

Journey Mapping

  • Mapped user flows for account overview, transactions, and fund transfers.
  • Identified redundant steps and confusing labels causing frustration.

Redesign Strategy

We knew that “fixing screens” wouldn’t be enough. Instead, we defined three guiding principles:

  • Simplify Finance – Visual summaries of transactions and balances.
  • Transparency – Clear fee breakdowns and notifications.
  • Mobile-First Design – Touch-friendly layouts for quick access.

What We Crafted

The redesign unfolded through several key deliverables:

  • Prototypes & Testing – Iterative usability testing with diverse age groups.
  • Dashboard UX – Clean hierarchy, visual-first charts, at-a-glance balances.
  • UI Design System – Trustworthy color palette, typography, icons.
  • Mobile App – Touch-first, biometric login, push notifications.

Business Results

The redesign didn’t just make users happier — it fueled company growth.

  • 40% increase in active users.
  • 50% reduction in support queries.
  • 90% positive feedback for ease of navigation and clarity.

The platform now had both happier customers and stronger business outcomes.

Key Takeaways

This project reinforced three critical lessons for me as a designer:

  • Finance needs simplicity and clarity, not clutter.
  • Transparency builds user trust and retention.
  • Mobile-first dashboards are essential for modern banking.

Outcomes & Impact

45%
Faster
bookings
50%
Completed checkouts
33%
Fewer
drop-offs
90%
Positive
feedback

Closing Thoughts

The NovaBank redesign made finance less intimidating and more actionable.

Users can now manage their finances confidently while the bank enjoys higher adoption and retention.

Client
:
NovaBank
Category
:
FinTech / Dashboard UX
Timelines
:
5 months
Budget
:
$12000
Services
:
UX Research
UI Design
Mobile App Design
Prototyping
TESTIMONIAL

Trusted Client Opinions

Real experiences that reflect the trust, results, and lasting relationships we’ve built through great design.

Improved user reach by 40%
Working with Ethan was a game-changer. He understood our brand and delivered a clean, intuitive design that our customers love. Highly professional and super responsive
Jessica R., Co-Founder, FitSync
Improved user reach by 40%
Working with Ethan was a game-changer. He understood our brand and delivered a clean, intuitive design that our customers love. Highly professional and super responsive
Jessica R., Co-Founder, FitSync
Improved user reach by 40%
Working with Ethan was a game-changer. He understood our brand and delivered a clean, intuitive design that our customers love. Highly professional and super responsive
Jessica R., Co-Founder, FitSync
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