Spendex - Credit SaaS & UI UX Design

Logo Design

How we created the Spendex Logo

• For Spendex, the design team crafted a simple yet bold star-inspired symbol to represent clarity and precision in financial tracking, embodying the brand’s mission to illuminate spending habits and guide users toward smarter financial decisions.

  The vibrant, minimal icon is instantly recognizable and scales seamlessly from app icons to browser tabs, ensuring a consistent and memorable brand identity across all digital touchpoints.

Strategic Plan

Designing Success through Strategic Vision

Research

Customer-centered analysis

• During the research phase of the Spendex - Credit SaaS ui / ux Design project, we collected qualitative and quantitative data to identify friction points in budgeting, credit management, and dashboard use. Insights showed gaps in UI clarity, feature discoverability, and credit score visualization.

Key Findings

• 74% - increased user satisfaction

  With clear data visualizations, highlighting the importance of simplified credit insights in UI design.

• 61% - increase engagement increase

  When users interacted with customizable dashboards, pointing to the need for flexible, user-driven UX solutions.

• 24% - decreased churn rate risk

  Due to delays in automated report delivery, revealing an opportunity to streamline report generation for better user retention.

User Profile

Driving Growth with User Metrics

• The Spendex - Credit SaaS example shows the importance of clear graphic design, simple UX/UI flows, and actionable financial data. Metrics like retention and conversion rate improved as users accessed customized dashboards and easy-to-understand progress tracking, essential for the finance industry.

User Discussions & Insights

Improving through user insights

• Collected feedback from users through interviews and surveys to identify issues in personal finance and credit management workflows. Insights helped define UX priorities and UI components for Spendex. Focused on improving budgeting tools, credit tracking interfaces, and financial health features.

Key questions from the interview

• 78% - Spending Tracker

  What features improve your financial experience?

• 34% - Time-Saving

  How has the app improved finances?

• 64% - Custom alerts

  What features would you like added?

Problem and solution

Focused solutions for credit data

• Users often struggle to understand their credit score data and budgeting tools. These issues reduce user satisfaction and lead to higher churn rate in credit SaaS products.

Solutions

• To address these challenges, the Spendex - Credit SaaS & UI UX Design project focused on improving clarity and usability with simplified credit score displays and easy-to-read financial data. The goal was to increase user engagement and retention:

Mobile app

Focused on financial clarity

• In designing the mobile experience, the team focused on usability, transparency, and smart financial tools. Every element of the interface was built to meet user needs, from clear credit score tracking to personalized financial plans and actionable insights in real time.

Mobile App Experience

• Instant Credit Score Overview

  View company credit score instantly on the main screen, offering clear financial insights.

• Personalized Financial Planning

  Discover personalized financial plans designed to help users achieve their financial goals efficiently.

• Actionable Financial Insights

  Access valuable insights and actionable tasks to enhance users’ financial decision-making and progress.

System usability score

System Score Insights

• To measure product usability, the team ran user research sessions with three targeted user groups. The study focused on navigation, task completion, and content clarity, which are key UX indicators for SaaS in the finance industry. Each question was linked to conversion tasks and overall user satisfaction.

User Feedback Overview

• Group 1 - 74%

  Users said navigation supported task completion without errors.

• Group 2 - 19%

  Users could complete tasks quickly, signaling friction in the core flow.

• Group 3 - 87%

  Users found the financial insights easy to understand, showing strong content hierarchy and intuitive UI.

Interface Usability Review

• With a System Usability Scale (SUS) score of 83, Spendex – Credit SaaS & UI UX Design was rated "Excellent", placing the product in the high-performance range for usability. This score reflects strong user satisfaction, clear task flows, and an intuitive interface aligned with industry UX standards for financial SaaS platforms.

Typography and color

Visual System Foundations

• In the Spendex – Credit SaaS & UI UX Design project, our focus was to create a visual system that strengthens usability and supports core financial interactions. The typography and color choices were guided by principles of clarity, legibility, and accessibility across devices.

  We selected Urbanist for its clean structure and balanced readability. It works well across different UI states and contributes to a unified design language, supporting system feedback, navigation, and data presentation.

Landing page

Landing page design showcase

• The landing page for Spendex – Credit SaaS & UI UX Design focuses on clarity, usability, and conversion. A minimal layout with strong visual hierarchy supports easy navigation and fast content access.

  UX decisions guide users through key features and CTAs using clear copy and structured flow. Built as a conversion tool, the page improves sign-up rate, reduces bounce, and supports higher retention through consistent design and onboarding efficiency.

Result

Reviewing achievements

• Strategic design improvements in Spendex increased user engagement and improved conversion rates. The updated UX and UI provided faster access to key features, leading to higher retention and lower churn. Insights from user behavior helped prioritize changes that directly impacted traffic and satisfaction.

Productivity Gains

• User engagement increased by 24%

  Improved UI clarity and personalized workflows led to more frequent interactions and longer session durations.

• Growth rate rose by 32%

  Streamlined onboarding and clear value communication contributed to faster user acquisition and higher platform adoption.

Next steps

Growing Through Data-Driven Design

• Next steps for Spendex focus on improving UX and UI to boost user engagement and retention. Plans include better social media integration and enhanced analytics to track user behavior and conversion rates. Future features will support smoother credit management and reduce churn, helping maintain steady growth in the SaaS market.