Credit Karma CRM - SaaS & UX UI Design

We aim to simplify credit management and offer clear, practical steps for users to improve their financial standing.

Ethan Caldwell, CIO of Credit Karma

Ethan Caldwell

CIO of Credit Karma

Screenshot of the Credit Karma finance insights platform user interface on a laptop.

Credit Karma is the financial platform for every step of your journey where credit meets confidence, offering tailored features for all users.

  • Project

    Credit Karma


  • Location

    Greenwood Village, USA


  • Industry

    Finance, FinTech


  • Year

    2023


  • Abour Credit Karma project

    AI Finance | UX & UI Design

  • Person using a financial insights platform interface.

    Credit Karma - Finance Insights Platform | UX & UI Design

Logo creation

Memorable Logo

  • We developed a modern and sleek logo that reflects Credit Karma’s mission of promoting and helping users to take control of their credit health. The logo we designed balances trust and innovation, using clean lines and a color palette that reflects the platform’s core values.

  • Diagram illustrating Logo Creation and Branding process from the Best Works section.

    Finance AI | UX & UI Design

  • Screenshot of a laptop displaying a finance insights platform.

    AI In Finance | UX & UI Design

Social Networks

Thoughtful marketing strategy

  • We designed a modern and engaging social media marketing materials that reflect innovatory solutions, attracting new users.

  • Screenshot of the Credit Karma CMS and finance insights platform, displaying parallel credit data.

    Finance And AI | UX & UI Design

Typography

It’s about how you write the message

  • Urbanist was selected for its sleek, contemporary vibe and precision, offering a perfect balance between professionalism and friendliness. Being simple and sleek, this font speaks clarity, making the Credit Karma interface feel both trustworthy and inviting.

  • Illustration showing parallel processes within a financial insights platform for credit management.

    Credit Karma - Finance Insights Platform | UX & UI Design

  • Design graphic featuring branding for the Credit Karma finance insights platform case study.

    Product Design And Development | UX & UI Design

Identity

Designing a strong Brand Identity

  • Branding establishes a complete association with Credit Karma. Our goal was to create the design that reflects the latest trends. By leveraging stylish design trends, we thoughtfully curated a color palette and typography that epitomize a modern.

    The result is a cohesive and dynamic visual language that resonates with users, reinforcing trust and confidence in the platform. Every element was crafted to support accessibility and ease of use, ensuring an intuitive and engaging experience in all interactions.

  • Screenshot of Credit Karma's finance insights platform, displaying parallel data sections with modern typography.
  • Photograph of a person in a hoodie displaying the Credit Karma logo for the finance case study.

    Credit Karma - Finance Insights Platform | UX & UI Design

  • Screenshot of the finance insights platform on a mobile phone, demonstrating user experience.

    AI For Finance | UX & UI Design

  • Screenshot of the Credit Karma mobile app displaying credit factor data.

    AI And Finance | UX & UI Design

Platform

Defining CRM functionality

  • Credit Karma provides free personalized finance recommendations and credit monitoring services, which means it tracks changes in a user`s credit report and alerts them to any significant changes.

  • Credit Karma CRM - SaaS & UX UI Design
  • Person wearing glasses and a shirt with a logo, featured in the Credit Karma finance case study.

    Credit Karma - Finance Insights Platform | UX & UI Design

  • Laptop used for finance insights work.

    Finance Artificial Intelligence | UX & UI Design

  • Screenshot of the Credit Karma mobile app interface.

    Artificial Intelligence And Finance | UX & UI Design

Adaptability

Mobile and Tablet design

  • Our design team developed a smooth and accessible mobile experience, making credit management effortless for users on the move. With real-time notifications, financial advice, and a user-friendly interface, the app lets users stay informed and take control of their credit health wherever they are.

Key Features

    • Manage finances on the way

      We designed a seamless mobile experience that empowers users to effortlessly access and manage their finances anytime, anywhere.

    • Personalized recommendations

      Our design presents unique tips based on each user’s credit profile, making it easy to understand and helping users improve their financial health effectively.

    • Credit score tracking

      An intuitive real-time credit score tracker delivers clear updates and insights into the key factors affecting the score, empowering users to make smarter and more confident financial decisions.

    • Screenshot from the Credit Karma CMS finance insights platform, showing parallel financial management data.
    • Screenshot of an iPhone displaying a mobile finance app interface, relevant to the Credit Karma CMS platform.

      App Mobile Development | UX & UI Design

    • Screenshot of the Credit Karma finance insights platform showing credit score data.

      AI In Finance Industry | UX & UI Design

    • Screenshot on a smartphone displaying Credit Karma finance and credit score insights.

      Mobile Banking App Design | UX & UI Design

    • Screenshot of the Credit Karma platform interface on a phone, displaying credit scores and financial offers.

      Mobile Banking App UI Design | UX & UI Design

    Result

    Outcome summary

    • The launch of this new CRM product introduced an innovative approach to credit health management by integrating real-time credit monitoring with personalized financial recommendations. Users can now easily track their credit changes, receive timely alerts, and access actionable advice designed to their specific financial profiles.

      Early user feedback helped increase engagement and satisfaction, with many expressing greater confidence in managing their credit. The product’s intuitive design and clear insights have also contributed to stronger user trust and higher retention rates, setting a solid foundation for future growth and feature expansion.

    • Credit Karma CRM helps users to control and manage their credit with personalized, easy-to-understand insights.

      Ethan Caldwell, CIO of Credit Karma

      Ethan Caldwell

      CIO of Credit Karma

    Team contribution

    • 5

      Sprints for Project

    • 40

      Screens

    • 10

      Number of weeks

    • 10

      Total number of specialists

    • Screenshot of the Credit Karma finance insights platform interface showing a prominent circle design.

      CRM Developer | UX & UI Design

    Shall we chat?

    [email protected]

    Let’s

    Image

    talk

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