Case Study · Confidential Financial Services Firm · Banking & Financial Services

Enhancing Financial Planning Experience for a Leading Financial Services Platform

geniant partnered with a leading financial institution to redesign their digital financial planning platform — enhancing user engagement, improving clarity around financial goals, and providing actionable insights that empower users to take confident steps forward.

Data VisualizationUX/UI DesignDigital Transformation

Financial planning platform — goal tracking and personalised insights

Clarity

from a fragmented platform

A redesigned interface transformed a confusing, fragmented platform into a cohesive experience — empowering users to understand and act on their financial health.

Confidence

goal-driven financial engagement

Goal tracking, scenario testing, and direct advisor connectivity were added to empower users with confidence at every stage of their financial journey.

The Opportunity

Low engagement, unclear goals, and a platform that left users without guidance or motivation.

The client — a leading financial institution — faced challenges in user engagement, low clarity in financial planning, and a lack of user motivation to achieve financial goals. Users struggled to understand their financial health and lacked clear guidance to improve their outcomes. The platform's complexity was creating distance between users and their most important financial decisions.

The Solution

Research-driven redesign — simplifying complexity into a cohesive, goal-focused experience.

geniant conducted user research, developed personas, and mapped user journeys to identify pain points. The team redesigned the platform's interface — enhancing visual clarity, simplifying navigation, and integrating personalised recommendations.

Features like goal tracking, scenario testing, and direct advisor connectivity were added to empower users to take confident steps toward their financial goals — turning a fragmented tool into a trusted planning companion.

"We approached this as an opportunity to simplify complexity — transforming a fragmented financial platform into a cohesive, intuitive experience that empowers users to engage with confidence."

Expertise