This finance SaaS platform is built to support Relationship Managers (RMs) and clients by offering an integrated financial planning experience. Core features include login authentication, risk profiling, asset allocation, investment dashboards, and financial goal tracking. Our UX goal was to create a seamless, intuitive interface while increasing user satisfaction and efficiency.

User Interviews

Sample Size:&nbsp; &nbsp;50 participants (30 clients, 20 RMs)

Duration:&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; 4 weeks&nbsp;

Methods:&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;One To One, Remote interviews (Zoom), contextual inquiry                              (on platform), 

&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;follow-up surveys.

Participant Goals

RMs:&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;

 Faster client onboarding, clear portfolio                       visualization, fewer support tickets.

Clients:&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Easy goal tracking, personalized investment                       suggestions, simplified dashboards.

"I check client activities, follow up with alerts, and suggest rebalancing. But the data isn't always in one place—it's a lot of switching tabs."

"The risk profiling tool is too long, so many clients abandon it. Also, sending product options one-by-one is time-consuming."

"I use the model portfolios, but they aren't always aligned with the client’s goals. It’d help if the system auto-suggested based on client behavior."

"Not completely. I wish the dashboard showed whether a client’s goals were progressing or stagnating."

"A smart alert system that tells me when a client might churn or is inactive for too long."

"The dashboard feels very cluttered. I don’t know where to start. Also, uploading my CAS statement is slow and fails sometimes."

"Not really. The performance graph is there, but it’s too technical. I just want a simple green or red indicator for gains/losses."

"Something that explains the risk in plain language. Maybe also a goal checklist to see if I’m on track." 

 Prioritize visual hierarchy and meaningful defaults to reduce cognitive overload. 

Offer suggestions based on risk profile, past behavior, and life stage.

Ensure consistent experience across devices for always-on financial planning.

Build credibility by visualizing portfolio risks and past performance clearly.

One-click insights, client segmentation, and pre-filled portfolio suggestions

Finance SaaS for RMs and clients with risk profiling, asset allocation, dashboards, and goal tracking—built for seamless, intuitive, efficient UX.

Designing SaaS Platform (FinTech)

Designed end-to-end web and mobile experiences for a SaaS fintech platform, enhancing onboarding clarity and reducing user drop-off. Led user research sessions and synthesized insights to revamp the investor dashboard UX, improving usability and engagement. Collaborated cross-functionally with product, development, and marketing teams, driving alignment through story-driven design thinking workshops.

Skilled in GUI design, UX strategy, UI design, end-user research, user testing, prototyping, and data visualization.

Collaborated with product and design teams to validate design assumptions, reducing development rework by 15%

• Conducted user research to gather insights and inform design decisions for enhanced user experiences.
• Created visually appealing designs that effectively communicated brand identity and improved user engagement.
• Designed wireframes to outline functional layouts and streamline the user interface for better navigation.
• Performed usability testing to evaluate product effectiveness and identify areas for improvement.
• Developed interaction designs that facilitated intuitive user interactions and fostered a seamless experience.
• Created prototypes to validate concepts and gather feedback from stakeholders during the design process.

ollaborated with clients and marketing teams to deliver visual solutions that boosted campaign engagement by 35% across

digital and print media

• Established a cohesive brand identity that effectively communicated the company's vision and values.
• Designed innovative visual concepts that enhanced the overall aesthetic and appeal of marketing materials.
• Crafted unique typography designs that strengthened the visual narrative and brand recognition.
• Facilitated client collaboration to ensure design alignment with client goals and expectations.
• Created impactful logos that captured the essence of the brand and resonated with the target audience.
• Developed aesthetically pleasing packaging designs that not only protected the products but also attracted consumers.

An App designed for Financial calculating and personal budget planning

FinTech (Calculating App)

"Aditi has this rare ability to turn complex requirements into intuitive interfaces. Her handoffs are super clear, and she’s always open to feedback. Makes collaboration easy and efficient."

Aditya Shankar

"We brought Aditi on during a crucial phase, and she completely reimagined our user dashboard. Her design thinking workshops aligned our whole team and set the tone for a better product experience."

Manu Awasthy

"I’ve worked with many designers, but Aditi stands out for her clarity, creativity, and empathy. She’s a natural storyteller who brings emotional depth to every interaction she crafts."

Neha R.

"Aditi deeply understands how design impacts user behavior. Her UX improvements not only boosted retention but also gave our messaging a clearer structure across platforms."

Designing SaaS Platform (FinTech)

ADITI TIWARI