A complete UX overhaul for a financial management app serving 50,000+ users across India — reducing drop-off by 40% in six weeks.
The Challenge
Our client had built a genuinely powerful personal finance tool — but their data showed that 70% of new users dropped off within the first three sessions. The product had everything users needed. The problem was they couldn't find it.
The existing dashboard was built by engineers for engineers. It was dense, overwhelming, and had no clear visual hierarchy. Users told support they felt "lost" every time they opened the app.
They needed more than a visual refresh — they needed a fundamental rethinking of how information was organised and surfaced.
Our Approach
We started with a week of intensive user research — five in-depth interviews, a session recording audit using Hotjar, and a full heuristic evaluation of the existing product.
Users wanted three things above everything else: to see their balance at a glance, understand where their money was going, and set a savings goal. Everything else was secondary.
We rebuilt the information architecture from scratch around these three jobs. The new dashboard led with a clean balance summary, followed by an AI-categorised spending breakdown, and a persistent savings goal tracker in the sidebar.
We designed 48 screens in Figma — covering the full onboarding flow, dashboard, transaction history, budgeting tools, and settings. Every screen was tested with three users before being signed off.
"The moment we showed the prototype to our support team, three of them said 'I wish it had always looked like this.'" — The CEO
We also built a full design system — 60+ components, 4 colour modes (including a dark/AMOLED mode), and detailed developer handoff notes.
The Outcome
Six weeks after launching the new design, the client's weekly active user retention improved by 40%. Users who had previously churned during the onboarding flow were completing it at a dramatically higher rate.
The App Store rating climbed from 3.2 to 4.8 within two months, driven almost entirely by reviews praising the new interface.
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