Credyfix – FinTech SaaS Dashboard & UX UI Design

Scope of Work

Development Roadmap

• We began with 2 sprints of in-depth research, collecting user insights, competitor benchmarks, and behavioral patterns to ground our direction in real-world needs. This foundation informed the next 2 sprints of branding, where we defined the visual tone, voice, and identity system that would set the stage for consistency across the product.
  
  The most design-intensive phase was visual design, spanning 4 sprints. Here, we translated strategy into UI components, layouts, and interactions that brought clarity and usability to the forefront. Finally, we moved into 3 sprints of prototyping, building interactive flows and preparing the product for testing and iteration.

Strategy

Focused Strategic Approach

• We prioritized a structured approach to efficiently enhance credit management features. Iterative design sprints refined the user experience through continuous feedback. The interface was adapted to ensure seamless navigation across all devices.

User Research

User Research Insights

• User research revealed three key needs. Many struggled to understand complex credit data, showing a gap in clarity. Others wanted clearer guidance on tracking and improving scores. A third group valued real-time updates to stay informed, highlighting the need for timely feedback.

Key User Insights

• 83% — Complexity of Analytics

  Most users struggled to understand detailed credit score data, highlighting a need for simpler visual explanations.

• 58% — Need for Guidance

  Over half of respondents asked for clearer support in tracking and improving their credit scores.

• 47% — Value of Real-Time Updates

  Nearly half said live updates significantly improved how they manage credit decisions.

User Profile

Who We Designed For

• To ensure our credit management solution meets real user needs, we focused on two key personas: Jacob Jones, a 26-year-old data analyst who actively tracks credit scores with a 73% engagement rate, values real-time updates, and prefers fast, intuitive tools for use on the go; and Michael Stevens, a 34-year-old financial strategist who emphasizes usability, automation, and simplified visualizations. Their combined insights helped shape a product experience that balances clarity, performance, and user control across different levels of financial expertise.

User Interview & Insights

Key User Interview Insights

• Credit Score Understanding

  Users find credit score details complex and often struggle to fully understand them.

• Real-Time Credit Tracking

  Users find credit score details complex and often struggle to fully understand them.

• Effective Credit Management Features

  Real-time alerts are highly valued for tracking credit changes, but regular app use remains low.

Problem and Solution

Pain Points Became Product Priorities

• Many users find managing multi-location inventory complex and time-consuming, which hinders their efficiency. They need a simple, intuitive dashboard that provides clear insights and streamlines their workflow.

• Problem

  Many users find managing inventory across multiple locations complex and time-consuming, reducing their efficiency.

• Solution

  We designed a simple, clear dashboard that offers actionable insights and streamlines workflow for better management.

Mobile app

Design that moves with you

• We designed an intuitive mobile app that lets users monitor and manage their credit scores on the go. Features include real-time credit tracking, multiple credit profiles in one seamless dashboard, and a user-friendly interface to simplify credit management for everyone.

Core Features Overview

• Credit Score Tracking

  Easily monitor your credit score updates to stay informed instantly about any changes, with features like Recent Changes and Credit Simulator.

• Multiple Credit Profiles

  Manage and track credit scores across various accounts seamlessly within one unified dashboard.

• User-Friendly Design

  An intuitive interface that simplifies credit management, making it accessible and easy for everyone to use.

Landing Page

Visual Design with Intent

• Credyfix is a modern SaaS platform with an intuitive UI/UX design, built to effectively manage credit scores. It provides users with tools to monitor, analyze, and improve their financial health in real-time. The user-friendly interface, personalized insights, and flexible pricing plans help users achieve financial success by ensuring transparency and control over their credit data.

Results

Empowerment through Smart Design

• Credyfix leverages intelligent credit insights to help users track scores, manage financial activity, and make informed decisions — all through a seamless, easy-to-use platform.
  
  Our system connects real-time data with smart alerts, enabling users to stay on top of their credit health and take action with confidence. By combining analytics, personalization, and intuitive UX, Credyfix simplifies financial management and builds long-term trust.

Next steps

Next phase of collaboration

• Great progress on this project! Moving forward, we’ll prioritize developing a web interface, addressing the needs of nearly one-third of our customers who specifically requested it. This step will expand accessibility and provide a seamless experience across devices. Alongside, we plan to enhance existing features based on user feedback, ensuring continuous improvement and satisfaction.