Finly — Making Personal Finance Feel Simple
A clearer, more intuitive finance experience designed to help people understand their money, build better habits, and take action with confidence.
Client
Finly
Discipline
UI/UX
Scope
6 Deliverables
Tooling
3 Stack Tools
UI/UX
Delivered Outcomes
Measurable impact & project results.
Verified key deliverables and performance markers shipped for this project.
Efficiency Gain
Increase in successful onboarding completion
Usability & Adoption
Increase in weekly active users
Efficiency Gain
Improvement in task completion during usability testing
Efficiency Gain
Reduction in support questions related to navigation
The Strategic Brief
Understanding the mission and opportunity.
Finly is a personal finance platform designed to bring spending, budgeting, savings, and financial goals into one simple experience. The challenge was to redesign the product experience for users who found traditional finance apps overwhelming. The new experience needed to make financial information easier to understand while encouraging users to take meaningful action. The goal was to create a calm, approachable interface that turned complex financial data into simple, actionable insights.
The Obstacles & Complexities
Key challenges we had to solve.
Complex financial information was difficult for users to understand at a glance.
The existing navigation made important features difficult to discover.
Users lacked a clear overview of their spending and financial goals.
The interface felt functional but lacked personality and trust.
The onboarding experience created unnecessary friction for first-time users.
Execution & Deliverables
What was engineered & shipped.
Production Stack & Systems
The Transformation
Impact and lasting value delivered.
The redesigned experience transformed Finly from a data-heavy finance tool into a more approachable product. A simplified navigation system made core features easier to find, while a redesigned dashboard gave users an immediate understanding of their financial health. Visual hierarchy, progressive disclosure, and clearer language helped reduce cognitive load throughout the experience. The final product balanced clarity and personality, making financial decisions feel less intimidating and more actionable.
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