Fintech UX Design That Earns Trust Before the First Transaction

Fintech-specific UX expertise — We understand KYC flows, trading dashboards, payments UX, andcompliance-heavy interfaces

Built for Series A/B fintech teams — Not a general agency learning your domain on your budget

Trust-first design — In fintech, design that doesn't communicate safety and clarity loses users before the firstlogin

6 Years

In Fintech UX

25+

Fintech Products

120+

total Projects Delivered

Free Fintech UX Concept. In 72 hours.

We take on limited redesigns per week. Spots fill fast

No payment required.
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120+

Saas projects

100%

Free & Obligation

48h

Turnaround
Trusted by fintech teams globally
Trading Platform
 AI Fintech / Investment
Grand Management
HNI Investment Platform
Fintech / Payments
Investment Platform
Insurance / Fintech
Procurement SaaS
Dubai, UAE

Recent Fintech UX Design Work

A selection of fintech products we've designed — trading platforms, dashboards, payments flows, and insurance apps.

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Want results like these?

Get a free fintech UX concept for your product. Delivered in 72 hours.

The Problem

Why Fintech Products Lose Users Before the First Transaction

You've built a fintech product that works. The architecture is solid, the compliance is handled, the integrations are live. But users drop off in onboarding, churn after the first session, and your NPS says they don't trust it. That's a UX problem — and it compounds. because it was.

01

Fintech users have a higher trust bar than any other vertical.

You're asking people to connect their bank account, upload their ID, or wire money to a platform they just discovered. If
your UX doesn't communicate security, clarity, and competence at every step — they leave. Ugly, confusing, or generic
design isn't just aesthetically bad. In fintech, it's a commercial liability.

02

Most design agencies don't understand fintech compliance flows.

KYC, AML, multi-step verification, regulated disclosures — these aren't just legal requirements, they're design problems. A general UX agency will make them worse. The average 'we do everything' agency has never designed an onboarding flow that had to satisfy both a regulator and a first-time user simultaneously.

03

Fintech dashboards are the hardest UX problem in SaaS.

Data density, real-time updates, complex state management, role-based access — a fintech dashboard has to communicate a lot without overwhelming. Most teams ship dashboards that look like spreadsheets. Users churn not because the data is wrong, but because they can't read it.

04

Your fintech product looks like every other fintech product

Dark navy, green ticks, shield icons, generic sans-serif. Enterprise buyers and retail users have seen this palette a
hundred times. Visual differentiation in fintech builds brand trust and category leadership. If you look like a template, you
price like a template.

This is what fixing it looks like.

Not a redesign for the sake of it. A systematic fix. Here's what that means in practice.

Trust-first UX architecture

We map every friction point in your onboarding, KYC, and core flow — then redesign around the moments where users decide whether to trust you. Every step earns the next.

Dashboard design that communicates, not just displays

We specialise in data-heavy fintech dashboard — trading interfaces, portfolio views, payments reconciliation, risk
analytics.

Compliance-aware design

Regulated flows don't have to feel regulatory. We design KYC, AML, and disclosure screens that satisfy compliance
requirements while still feeling like a modern product — not a government form.

Design system for fintech scale

Clean, componentized Figma files with tokens and variants your engineering team can ship without guesswork. Every fintech state — loading, error, empty, success — is designed and documented.

Fintech-specific visual language

We don't use the same navy-and-green template every other fintech agency ships. We build a visual system that differentiates your product and signals credibility to your specific buyer.

Process

See results before you commit.

1

Share your product.

Send us your app URL and a brief note on what's not working. We'll schedule a short call to understand your use

2 minutes
2

We design a concept.

We study your product and deliver a redesigned screen or flow — high-fidelity, fintech-specific, ready to review

72 hours
3

You Decide

Love the direction? We build out the full engagement.
Not right? Keep the concept.

Zero Risk
Testimonials

Real stories from fintech  teams who fixed their UX.

4.9/5 • 78 reviews

"We deal with a lot of grant and impact data, and the website had become hard to digest. After working with Fluidesigns, the product story feels much clearer. Nonprofits now understand what we do without us walking them through every screen."

Nimish Mehta
CTO

"We serve busy small business owners who want simplicity. Ashish and team helped us turn complex payments language into simple, reassuring content—so users understand the value within seconds, and support questions around pricing and settlements dropped noticeably."

Afzal Ibrahim
CTO

"Our site used to make geolocation security feel confusing — now it actually communicates our value clearly. FD team has done their job. "

Anna Linn
Founder

"With multiple EV charging solutions, our website had started to feel scattered. Fluidesigns helped bring everything together into a clearer structure, so different users can quickly find what’s relevant to them."

Brian Young
Tech Lead

"Reporting is effortless now. Our teamshares concise insights in seconds—noconfusion, no wasted time."

Portrait of a woman
Jonas Weber
Operations Lead

"Reporting is effortless now. Our teamshares concise insights in seconds—noconfusion, no wasted time."

Portrait of a woman
Jonas Weber
Operations Lead

"Reporting is effortless now. Our teamshares concise insights in seconds—noconfusion, no wasted time."

Portrait of a woman
Jonas Weber
Operations Lead

"Reporting is effortless now. Our teamshares concise insights in seconds—noconfusion, no wasted time."

Portrait of a woman
Jonas Weber
Operations Lead

"We build software for clinicians and operations teams, and earlier our website tried to say everything at once. Fluidesigns redesigned the experience with clear paths for each role, which instantly reduced confusion."

Alex Ellis
Marketing Executive

"We deal with complex financial flows, and our old site overwhelmed users. Fluidesigns helped simplify how we explain transactions and dashboards, and that’s made a real difference in how users understand the product."

James Munch
Founder & CEO

"People loved the product once they saw it, but the website wasn’t doing us any favours. The team at Fluidesigns helped us simplify how we talk about order automation, and now food suppliers get the value almost immediately."

Jacob Johanson
Co-Founder

"Our old website didn’t clearly explain what we do. After the redesign with Fluidesigns, people get Wandel much faster, and conversations start at a better place."

Tom Basel
Product Manager

"Reporting is effortless now. Our teamshares concise insights in seconds—noconfusion, no wasted time."

Portrait of a woman
Jonas Weber
Operations Lead

"Reporting is effortless now. Our teamshares concise insights in seconds—noconfusion, no wasted time."

Portrait of a woman
Jonas Weber
Operations Lead

"Reporting is effortless now. Our teamshares concise insights in seconds—noconfusion, no wasted time."

Portrait of a woman
Jonas Weber
Operations Lead

"Reporting is effortless now. Our teamshares concise insights in seconds—noconfusion, no wasted time."

Portrait of a woman
Jonas Weber
Operations Lead

"Our product supports long enterprise buying cycles. Team at Fluidesigns helped redesign the website to answer tough questions early, so sales conversations now start on much stronger footing. "

Lucie Semenec
COO

"Our AI product was strong, but the website made it feel abstract. Fluidesigns grounded it in real workflows, so people finally understand how the AI fits into their day-to-day work."

Jacek Bil
CTO

"Our biggest challenge was explaining the value of a multi-dimensional loyalty program to both marketing teams and executives. FD used clearer visuals and real user paths, which made demo conversations far easier and more productive."

Frencois P
VP Marketing

"Security and compliance are never easy topics, and earlier our site made them feel even heavier. The redesign brought a lot more clarity and structure, and first conversations with prospects feel far smoother now."

Vivian Farell
CEO

"Reporting is effortless now. Our teamshares concise insights in seconds—noconfusion, no wasted time."

Portrait of a woman
Jonas Weber
Operations Lead

"Reporting is effortless now. Our teamshares concise insights in seconds—noconfusion, no wasted time."

Portrait of a woman
Jonas Weber
Operations Lead

"Reporting is effortless now. Our teamshares concise insights in seconds—noconfusion, no wasted time."

Portrait of a woman
Jonas Weber
Operations Lead

"Reporting is effortless now. Our teamshares concise insights in seconds—noconfusion, no wasted time."

Portrait of a woman
Jonas Weber
Operations Lead

"We deal with complex grant data and our website had become impossible to navigate. After working with Fluidesigns, the product story is dramatically clearer - and we've seen a noticeable drop in the number of onboarding calls we need to run."

Nimish Mehta
CTO, Bookr

"We serve busy small business owners who want simplicity. Ashish and team helped us turn complex payments language into simple, reassuring content—so users understand the value within seconds, and support questions around pricing and settlements dropped noticeably."

Afzal Ibrahim
CTO, Omnispay

"I am so pleased this worked out and that we met. Thank you Ashish and the entire team."

Anna
Co-founder, Geocomply

"Mental health is a sensitive space - the wrong tone or design can feel cold and transactional. Fluidesigns understood that immediately. They redesigned our website to feel warm and trustworthy while still communicating our product clearly. The quality of inbound conversations improved noticeably after the launch."

Product Manager, Curvetomorrow

"We build software for clinicians and operations teams, and earlier our website tried to say everything at once. Fluidesigns redesigned the experience with clear paths for each role, which instantly reduced confusion."

Alex Ellis
Marketing Executive

"We deal with complex financial flows, and our old site overwhelmed users. Fluidesigns helped simplify how we explain transactions and dashboards, and that’s made a real difference in how users understand the product."

James Munch
Founder & CEO, Pebble Impact

"Our old website didn’t clearly explain what we do. After the redesign with Fluidesigns, people get Wandel much faster, and conversations start at a better place."

Amit Singh
Co-founder, Weekday (YC)

"People loved the product once they saw it, but the website wasn’t doing us any favours. The team at Fluidesigns helped us simplify how we talk about order automation, and now food suppliers get the value almost immediately."

Jacob Johanson
Tech Consultant

"We support long enterprise buying cycles and our website wasn't helping. Fluidesigns redesigned it to answer the hard questions early — now prospects come to sales calls already half-convinced, and that's changed everything."

Lucie Semenec
CEO, Newera

"Our AI product was strong but the website made it feel abstract and hard to trust. Fluidesigns grounded it in real workflows — prospects now understand the value before the demo, and our conversion from first call to proposal has improved significantly.

Jacek
CTO, Voicegain

"Our biggest challenge was explaining the value of a multi-dimensional loyalty program to both marketing teams and executives. FD used clearer visuals and real user paths, which made demo conversations far easier and more productive."

Frencois P
Fractional CMO

"We deal with a lot of grant and impact data, and the website had become hard to digest. After working with Fluidesigns, the product story feels much clearer. Nonprofits now understand what we do without us walking them through every screen."

Nimish Mehta
CTO

"We serve busy small business owners who want simplicity. Ashish and team helped us turn complex payments language into simple, reassuring content—so users understand the value within seconds, and support questions around pricing and settlements dropped noticeably."

Afzal Ibrahim
CTO

"Our site used to make geolocation security feel confusing — now it actually communicates our value clearly. FD team has done their job. "

Anna Linn
Founder

"With multiple EV charging solutions, our website had started to feel scattered. Fluidesigns helped bring everything together into a clearer structure, so different users can quickly find what’s relevant to them."

Brian Young
Tech Lead

"We build software for clinicians and operations teams, and earlier our website tried to say everything at once. Fluidesigns redesigned the experience with clear paths for each role, which instantly reduced confusion."

Alex Ellis
Marketing Executive

"We deal with complex financial flows, and our old site overwhelmed users. Fluidesigns helped simplify how we explain transactions and dashboards, and that’s made a real difference in how users understand the product."

James Munch
Founder & CEO

"People loved the product once they saw it, but the website wasn’t doing us any favours. The team at Fluidesigns helped us simplify how we talk about order automation, and now food suppliers get the value almost immediately."

Jacob Johanson
Co-Founder

"Our old website didn’t clearly explain what we do. After the redesign with Fluidesigns, people get Wandel much faster, and conversations start at a better place."

Tom Basel
Product Manager

"Our product supports long enterprise buying cycles. Team at Fluidesigns helped redesign the website to answer tough questions early, so sales conversations now start on much stronger footing. "

Lucie Semenec
COO

"Our AI product was strong, but the website made it feel abstract. Fluidesigns grounded it in real workflows, so people finally understand how the AI fits into their day-to-day work."

Jacek Bil
CTO

"Our biggest challenge was explaining the value of a multi-dimensional loyalty program to both marketing teams and executives. FD used clearer visuals and real user paths, which made demo conversations far easier and more productive."

Frencois P
VP Marketing

"Security and compliance are never easy topics, and earlier our site made them feel even heavier. The redesign brought a lot more clarity and structure, and first conversations with prospects feel far smoother now."

Vivian Farell
CEO

"Our product supports long enterprise buying cycles. Team at Fluidesigns helped redesign the website to answer tough questions early, so sales conversations now start on much stronger footing. "

Lucie Semenec
COO

"Our AI product was strong, but the website made it feel abstract. Fluidesigns grounded it in real workflows, so people finally understand how the AI fits into their day-to-day work."

Jacek Bil
CTO

"Our biggest challenge was explaining the value of a multi-dimensional loyalty program to both marketing teams and executives. FD used clearer visuals and real user paths, which made demo conversations far easier and more productive."

Frencois P
VP Marketing

"Security and compliance are never easy topics, and earlier our site made them feel even heavier. The redesign brought a lot more clarity and structure, and first conversations with prospects feel far smoother now."

Vivian Farell
CEO

"Our product supports long enterprise buying cycles. Team at Fluidesigns helped redesign the website to answer tough questions early, so sales conversations now start on much stronger footing. "

Lucie Semenec
COO

"Our AI product was strong, but the website made it feel abstract. Fluidesigns grounded it in real workflows, so people finally understand how the AI fits into their day-to-day work."

Jacek Bil
CTO

"Our biggest challenge was explaining the value of a multi-dimensional loyalty program to both marketing teams and executives. FD used clearer visuals and real user paths, which made demo conversations far easier and more productive."

Frencois P
VP Marketing

"Security and compliance are never easy topics, and earlier our site made them feel even heavier. The redesign brought a lot more clarity and structure, and first conversations with prospects feel far smoother now."

Vivian Farell
CEO

"Reporting is effortless now. Our teamshares concise insights in seconds—noconfusion, no wasted time."

Portrait of a woman
Priya Patel
Marketing Director

"Reporting is effortless now. Our teamshares concise insights in seconds—noconfusion, no wasted time."

Portrait of a woman
Priya Patel
Marketing Director

"Reporting is effortless now. Our teamshares concise insights in seconds—noconfusion, no wasted time."

Portrait of a woman
Priya Patel
Marketing Director

"Reporting is effortless now. Our teamshares concise insights in seconds—noconfusion, no wasted time."

Portrait of a woman
Priya Patel
Marketing Director

"Reporting is effortless now. Our teamshares concise insights in seconds—noconfusion, no wasted time."

Portrait of a woman
Jonas Weber
Operations Lead

"Reporting is effortless now. Our teamshares concise insights in seconds—noconfusion, no wasted time."

Portrait of a woman
Jonas Weber
Operations Lead

"Reporting is effortless now. Our teamshares concise insights in seconds—noconfusion, no wasted time."

Portrait of a woman
Jonas Weber
Operations Lead

"Reporting is effortless now. Our teamshares concise insights in seconds—noconfusion, no wasted time."

Portrait of a woman
Jonas Weber
Operations Lead

Why fintech teams trust Fluidesigns  with their product UX

We specialize in B2B websites that convert. A complete toolkit for your growth engine.

We've designed fintech products,  not just websites

Trading platforms, investment dashboards, KYC flows, payment products, insurance apps, credit platforms — our fintech portfolio spans the full vertical. You're not explaining your domain to us.

We understand compliance-constrained design

Regulated flows have hard constraints. We work within them, not around them — designing KYC, disclosure, and verification screens that satisfy compliance teams and users simultaneously.

Minimal founder time

One structured discovery sprint. After that, we move fast. No daily check-ins, no drawn-out feedback loops. Senior designers who know what they're doing don't need hand-holding

Design and dev under one roof

Webflow, Framer, React — we handle implementation. No handoff errors between designer and engineer. What you approve is what ships.

Zero-risk entry point

The free concept is real work, not a teaser. Senior-level fintech UX, delivered in 48 hours. If it doesn't demonstrate exactly what we're capable of, you keep the files. No risk.

What Makes a Great Fintech  UX Design Agency?

1

Fintech is one of the most demanding design verticals in SaaS.

The combination of regulatory constraints, high-stakes user actions, data density, and the need to communicate trust across every screen makes it a domain where generalist
design agencies consistently underperform.

2

A fintech UX design agency needs to understand more than interface design.

It needs to understand how fintech users make decisions — the cognitive load of a trading dashboard at market open, the anxiety of a first-time KYC submission, the confusion that drives support tickets in a payments reconciliation flow. These are the design problems that separate good fintech products from great ones

3

Fluidesigns has spent six years designing Fintech products

Across trading platforms, digital credit, investment dashboards, insurance apps, and B2B financial SaaS. Clients include Asthatrade (trading and investment platform),
FatakPay (digital credit), Corpcare (HNI investment), Yes Securities (investment and trading), Axis Securities (AI-powered advisory), and PNB Metlife's Khushi App (life insurance). Each project required navigating the intersection
of compliance, trust design, and conversion — the defining challenge of fintech UX

The question fintech founders should  ask any design agency isn't

"have you done fintech before?" It's  "do you understand why fintech users  abandon a flow — and how to fix it?"

If they can't answer with specifics,
they haven't done it at the level you need.
We can. Six years of fintech product design, across every major sub-vertical

FAQ

Is the free concept actually free?

Yes. We invest our time upfront to prove value. If you hire us, great. If not, you keep the designs and owe us nothing.

What types of fintech products do you design?

Trading and investment platforms, payments and digital credit products, insurance and wealth management apps, KYC and onboarding flows, fintech dashboards, and B2B financial SaaS. We don't take on consumer banking apps without an existing product foundation.

Do you understand compliance and regulatory constraints?

Yes. We've worked with fintech products across KYC, AML, and regulated disclosure requirements. We design flows that satisfy compliance constraints without sacrificing UX quality. We're not lawyers, but we know how to design within legal and regulatory guardrails.

Do you work with early-stage fintech startups?

We work best with Series A and above — fintech teams that have launched, have real users, and need to
professionalise their product UX. Pre-seed teams building MVPs are not our best-fit client

What deliverables do we get?

Depending on the engagement: user flow maps, wireframes, high-fidelity UI screens, interactive prototypes, fintech design systems in Figma, and developer handoff documentation. We scope based on what you actually need — not a fixed package.

How long does a fintech UX engagement take?

A focused flow or module — onboarding, dashboard, KYC — typically runs 3–6 weeks. Full product redesigns with design systems take 8–14 weeks. We'll scope clearly after the discovery call.

What platforms do you design and build for?

Web apps, mobile apps (iOS/Android), and responsive fintech platforms. Design in Figma, built in Webflow, React, or your existing stack.

Do you offer retainer support?

Yes. Many fintech clients move to a monthly design retainer after the initial engagement for ongoing product iteration, new feature design, and growth assets.

Ready to build a fintech product your users actually trust?

Get a free fintech UX concept in 72 hours.
No credit card, no commitment, no risk.

No payment required
Delivered in 72h
Yours to keep