Simplifying a Financial
Platform Experience
Simplifying a Financial Platform Experience
Simplifying a Financial
Platform Experience
Designing new navigation and core flows across a mobile app and website to help users move through complex tasks with clarity and confidence.
Designing new navigation and core flows across a mobile app and website to help users move through complex tasks with clarity and confidence.
Designing new navigation and core flows across a mobile app and website to help users move through complex tasks with clarity and confidence.
Industry
Financial Services
My Role
UI UX Designer
Team Size
2 Members
Scope
Mobile App + Website
Tools
Figma
Figma
Overview
The client needed a clearer, more intuitive UI/UX flow across their app and website, one that matched how users actually think and act, rather than how the platform's backend was structured. The goal was to design an experience that felt effortless, even for users handling complex and high-stakes tasks.
The client needed a clearer, more intuitive UI/UX flow across their app and website, one that matched how users actually think and act, rather than how the platform's backend was structured. The goal was to design an experience that felt effortless, even for users handling complex and high-stakes tasks.
The client needed a clearer, more intuitive UI/UX flow across their app and website, one that matched how users actually think and act, rather than how the platform's backend was structured. The goal was to design an experience that felt effortless, even for users handling complex and high-stakes tasks.
Working as part of a two-person design team, I was responsible for translating client requirements into wireframes and interactive prototypes that improved navigation and reduced cognitive load across key user flows.
Working as part of a two-person design team, I was responsible for translating client requirements into wireframes and interactive prototypes that improved navigation and reduced cognitive load across key user flows.
Working as part of a two-person design team, I was responsible for translating client requirements into wireframes and interactive prototypes that improved navigation and reduced cognitive load across key user flows.
CHALLENGE
Designing New Flows Without Adding Complexity
Designing New Flows Without Adding Complexity
Designing New Flows Without Adding Complexity
The client needed entirely new user flows built out across both the app and website. The challenge was to introduce these new flows in a way that still felt intuitive and lightweight, without overwhelming users with extra steps or unclear navigation.
The client needed entirely new user flows built out across both the app and website. The challenge was to introduce these new flows in a way that still felt intuitive and lightweight, without overwhelming users with extra steps or unclear navigation.
The client needed entirely new user flows built out across both the app and website. The challenge was to introduce these new flows in a way that still felt intuitive and lightweight, without overwhelming users with extra steps or unclear navigation.
The research was designed to map the full emotional and functional arc of this journey making the invisible visible and turning user frustration into a clear set of design opportunities.
The research was designed to map the full emotional and functional arc of this journey making the invisible visible and turning user frustration into a clear set of design opportunities.
The research was designed to map the full emotional and functional arc of this journey making the invisible visible and turning user frustration into a clear set of design opportunities.
CONSTRAINT
New flows had to be introduced without increasing navigation depth or cognitive load for the end user.
New flows had to be introduced without increasing navigation depth or cognitive load for the end user.
New flows had to be introduced without increasing navigation depth or cognitive load for the end user.
APPROACH
Designed simplified, predictable navigation and progressive disclosure of information from the ground up.
Designed simplified, predictable navigation and progressive disclosure of information from the ground up.
Designed simplified, predictable navigation and progressive disclosure of information from the ground up.
Design Process
How We Approached It
How We Approached It
How We Approached It
Requirement Understanding
Stakeholder
Alignment
01
Worked closely with the client to understand the desired new flows, business goals and constraints shaping the design.
Worked closely with the client to understand the desired new flows, business goals and constraints shaping the design.
Worked closely with the client to understand the desired new flows, business goals and constraints shaping the design.
Flow Definition
02
Mapped out the structure of each new flow, defining screens, steps and decision points needed to meet the client's requirements.
Mapped out the structure of each new flow, defining screens, steps and decision points needed to meet the client's requirements.
Mapped out the structure of each new flow, defining screens, steps and decision points needed to meet the client's requirements.
Wireframing New Flows
03
Designed low- to mid-fidelity wireframes in Figma, building the app’s core user flows from the ground up.
Designed low- to mid-fidelity wireframes in Figma, building the app’s core user flows from the ground up.
Designed low- to mid-fidelity wireframes in Figma, building the app’s core user flows from the ground up.
Prototyping & Iteration
04
Built interactive prototypes to test navigation logic, refining structure and hierarchy based on internal feedback.
Built interactive prototypes to test navigation logic, refining structure and hierarchy based on internal feedback.
Built interactive prototypes to test navigation logic, refining structure and hierarchy based on internal feedback.
Client Review & Handoff
05
Presented final flows to the client for review, incorporating feedback before handoff for development.
Presented final flows to the client for review, incorporating feedback before handoff for development.
Presented final flows to the client for review, incorporating feedback before handoff for development.
Deliverables
& Outcomes
Deliverables & Outcomes
What We Delivered
What We Delivered
What We Delivered
Wireframes and interactive prototypes for new app flows, approved by the client
Clear, low-friction navigation structure built for the new features from the ground up
Consistent UX patterns applied across both app and website
A simplified design language adopted for future feature development
Wireframes and interactive prototypes for new app flows, approved by the client
Clear, low-friction navigation structure built for the new features from the ground up
Consistent UX patterns applied across both app and website
A simplified design language adopted for future feature development
Wireframes and interactive prototypes for new app flows, approved by the client
Clear, low-friction navigation structure built for the new features from the ground up
Consistent UX patterns applied across both app and website
A simplified design language adopted for future feature development
Ananya Lod
UI UX Designer
Contact me
Let’s bring your ideas to life through thoughtful design.
From ideas to impactful experiences.
© Ananya Lod 2026 | All Rights Reserved
Ananya Lod
UI UX Designer
Contact me
Let’s bring your ideas to life through thoughtful design.
From ideas to impactful experiences.
©Ananya Lod 2026 | All Rights Reserved
Ananya Lod
UI UX Designer
Contact me
Let’s bring your ideas to life through thoughtful design.
From ideas to impactful experiences.
© Ananya Lod 2026 | All Rights Reserved