Banking App UI/UX
Trust-first design for two million users.
SaaS dashboard UI/UX design
Category: SaaS · Services: UI/UX Design, User Research · Timeline: 14 weeks
Overview
From data overload to daily ritual
A B2B analytics startup had powerful data and a dashboard nobody opened. Every widget competed for attention, loading took forever, and new users needed a training call to read a chart. I rebuilt the experience around one question per screen — and made the answers instant.
Challenge & Approach
Customizable, but never chaotic
Power users wanted everything configurable; new users wanted a calm starting point. The answer: role-based default views with progressive disclosure, a widget library with sensible presets, and skeleton states that make loading feel twice as fast.
- Role-based default dashboards for five personas
- Drag-and-drop widget library with 40+ presets
- Dark mode and density settings for long sessions
The outcome
Weekly active usage doubled, trial-to-paid conversion climbed, and onboarding calls dropped from mandatory to optional.
2×
Weekly Active Usage
31%
Higher Trial Conversion
80%
Fewer Onboarding Calls
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