A complex financial analytics dashboard redesign for a B2B fintech platform.

Client
FinTrack Technologies
Year
2026
Services
UI/UX, Development
Tags
UI/UX, Development
FinTrack's existing dashboard was built by engineers for engineers. As the platform expanded into mid-market enterprise, they needed an interface that non-technical finance teams could use confidently without sacrificing analytical depth.
We spent three weeks embedded with their customer success team, observing real user sessions and cataloguing pain points. The redesign reduced the average time to generate a report from 14 minutes to under 3.
Post-launch NPS scores for the dashboard feature jumped from 24 to 67 within the first quarter.

Redesigned analytics overview

Simplified report builder
Our NPS jumped from 24 to 67. The team transformed the most complained-about part of our product into our biggest selling point.

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