RD
Solution
Service
for
FinTech
Company

Take a look at the result of our work for Goodroot in the form of a review.

Spendex

Our main focus has been on developing an intuitive user interface that provides ease of interaction. Our approach has been deeply rooted in understanding the users’ needs, preferences, and behaviors. We prioritized simplicity and clarity in design, aiming for a clean and uncluttered layout that facilitates easy navigation and control.

2025
Year
5 Sprints
Duration
2.9x CLI
Result

About FinTech Company

The company is an Advice Personalization Engine and IRS Account Monitoring Platform for financial professionals and the clients they serve.

Main Goal
We were hired to design an interface for one of the company’s products.

Industry
Fintech
Company Type
Startup
Location
Frisco, Texas

Cycling Route Dashboard Design

Fintech products

THe products in fintech require specific criteria to be met: security measures and ease of use. For this specific product, IRS monitoring is a vital feature for any worker or business owner, as tax payments are crucial to the employment system.

“
Taking control over taxes and finances in general needs simplicity in the use. Interactions must be easy.
Victoria P.
Team Lead

Cycling Route Dashboard Design

“

We needed Figma designs based on our UI/UX requirements. Figma files were delivered timely.

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Cycling Route Dashboard Design

“
We wanted to create a product that would also break the standard for users to think finance products are complicated and scary.
Alina L.
CX Designer

Erasing fear

The interface we designed is light and welcoming; it doesn’t overstimulate the user, but rather guides them through the screens, helping transform often thought as scary things into a pleasant experience.

Cycling Route Dashboard Design

“

Project management was professional and they did a great job gathering requirements and reporting progress.

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“
The app turned out to have a professional look yet cause a welcoming feeling that doesn’t detract from making important financial decisions.
Victoria P.
Team Lead

Anonymous
Founder, FinTech Company
“The project methodology was a nice surprise. The project was very well organized, and timelines were maintained.”