# FinTech Company: FinTech RD Solution Service

URL: https://rondesignlab.com/blog/client-reviews/rd-solution-service-for-fin-tech-company

> Expert RD solutions for an Advice Personalization Engine and IRS Account Monitoring Platform. We empower financial professionals with advanced FinTech tools.

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

## 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

![Spendex IRS account monitoring screen built on clear information architecture ux for financial pros](https://res.cloudinary.com/ducxztw9n/image/upload/v1777296708/Frame_1321316524_1_4f29732632.png)
*Spendex IRS account monitoring screen built on clear information architecture ux for financial pros*

## 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

![Spendex advice personalization UI developed through structured ux research methods on financial behavior](https://res.cloudinary.com/ducxztw9n/image/upload/v1777296768/Frame_13221316524_2270ebe2c0.png)
*Spendex advice personalization UI developed through structured ux research methods on financial behavior*

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

![Spendex tax tools UI applying ux information architecture to simplify financial planning workflows](https://res.cloudinary.com/ducxztw9n/image/upload/v1777296787/Frame_13213165253_5c34f487ee.png)
*Spendex tax tools UI applying ux information architecture to simplify financial planning workflows*

> 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

### Related project stories

- [Credit Karma](/blog/project-stories/credit-karma-finance-management-system-ui-ux-design)

## 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.

![Spendex security and data protection UI validated through a ux audit checklist for FinTech platforms](https://res.cloudinary.com/ducxztw9n/image/upload/v1777296849/Frame_13213176524_1a54e957d6.png)
*Spendex security and data protection UI validated through a ux audit checklist for FinTech platforms*

> Project management was professional and they did a great job gathering requirements and reporting progress .
>
> — Clutch review

> 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

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