Financial Management Platform
Redesigning
dashboard for existing
Fundbox products
- UX Research
- UI Design
- Branding
- Design System
Background
fundbox is a fintech company that provide financial solutions to small and medium-sized businesses in the US.
the main product, based on revolving line of credit.
fundbox exsist for 10 years, during them fundbox Added more products to its system and improved its capabilities.
Fundbox dashboard has undergone minor changes
But not fully adapted to the changing.
Our challenge today is to redesign the Fundbox dashboard
So, it will match the present situation.
System research
Research
Exploration
In order to gain a better understanding of the problems and needs,
we explored the system and the products
Mouse over the emoji for the explanation.
Problem
- Flood information about upcoming payments
- There is no indication of a loan that reverse from flex pay to line of credit
- No place to push messages to the user in the dashboard
- Today the user can see just one notification and once he closed it he can’t see that again
Goals
- The main goal of the company is that a user will attract as many loans as possible in as high amounts as possible
- Push users to upgrade for fundbox plus
- Arrange the table more clearly
Market research
Research
I went to research the company’s direct and indirect competitors to learn
about the market and come up with the best solutions
Conclusions
- Financial dashboards no more than 4 areas
- Push the user to one very clear action
- Icons make the user explore more
wireframes and prototyping
Design
Redesigned User Dashboard:
Streamlined interface with a clear action center and separate sections for tracking active loans and history.
Features dedicated spaces for alerts and communication, plus an accessible payments overview.
Enhanced navigation with intuitive icons while secondary functions remain unobtrusive for a cleaner layout.
The process is designed to give users full control over their financial journey.
Through clear, accessible steps, users answer one simple question at a time, allowing them to feel confident and fully informed
about every decision they make with their money.
Each stage is intuitive and easy to follow, creating a seamless and empowering user experience.
Knowledge and Support Center
A dedicated knowledge and support center was created to assist users with inquiries and provide organized information based on the various products offered.
The content is presented in a clear Q&A format, allowing users to easily find the answers they need without having to contact the support team directly.
Within the support center, a dedicated area was developed where users can submit direct inquiries.
Users can choose a specific topic or submit a general request, ensuring their message reaches the relevant team quickly and efficiently.
