VelocityPay Dashboard: Expense Optimizer

BrightEdge Solutions partnered with NovaBank to transform their underperforming finance app. Cluttered screens and confusing navigation were driving users away. Our objective was a full UX/UI redesign to create a sleek, user-friendly interface that drives engagement and loyalty.

Financial Dashboard Screenshot

Client:

NovaBank Financial

Agency:

BrightEdge Solutions

Launch Date:

March 2024

Industry:

Digital Banking

Team Size:

12 UX Designers & Developers

Challenges

Complex menu structures and buried features frustrated users, leading to poor task completion and high drop-off. Onboarding lacked clarity, and personalization was non-existent.

Solutions

We simplified the navigation with a bottom tab bar and contextual shortcuts, reducing screens by 50%.

Introduced a step-by-step onboarding tour, increasing activation rate by 28%.

Built customizable dashboards so users can track goals and insights tailored to their financial habits.

50%

Fewer taps to complete tasks

28%

Rise in user activations

33%

Growth in daily logins

Design Process

Discovery: Conducted stakeholder workshops, user interviews, and data audits to map key pain points and usage patterns.

Architecture: Defined an intuitive content structure and prioritized primary actions for streamlined flows.

Prototyping: Built interactive wireframes in Figma, iterating based on usability feedback and A/B testing metrics.

Testing: Ran moderated sessions and remote unmoderated tests to validate task success rates and satisfaction scores.

Visual Design: Developed a modular component library with brand-consistent typography and color palettes, documented in a comprehensive style guide.

Team Collaboration
“VelocityPay’s revitalized interface has empowered our users to make smarter financial decisions with ease. The intuitive design and personalized insights deliver real value every day.”

Amelia Hart – Head of Digital | NovaBank

Dashboard mockup
User testing session

Conclusion

The VelocityPay redesign significantly improved usability metrics—reducing drop-off, boosting activation, and elevating user satisfaction—demonstrating how strategic UX design drives business impact.