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User Experience Design

Enhancing Financial Planning Experience for a Leading Financial Services Platform

Confidential Client
geniant partnered with a confidential client in the financial services industry to redesign their digital financial planning platform, enhancing user engagement, improving clarity in financial goals, and providing actionable insights. The project focused on user journey optimization, intuitive design, and data visualization.
Opportunity

The client, a leading financial institution, faced challenges in user engagement, low clarity in financial planning, and a lack of user motivation to achieve financial goals. Users struggled to understand their financial health and lacked clear guidance to improve their financial outcomes.

Solution

geniant conducted user research, developed personas, and mapped user journeys to identify pain points. The team redesigned the platform’s interface, enhancing visual clarity, simplifying navigation, and integrating personalized recommendations. Features like goal tracking, scenario testing, and direct advisor connectivity were added to empower users.

Geniant approached this project as an opportunity to simplify complexity—transforming a fragmented financial platform into a cohesive, intuitive experience. Our design empowers users to engage with confidence and move toward their financial goals with clarity.

Enhancing Financial Planning Experience for a Leading Financial Services Platform

Expertise
data-visualization uxui-design digital-transformation
Industry
Banking & Financial Services
Capabilities
Digital

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