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I designed a fintech dashboard that predicts your balance before subscriptions hit. Built for freelancers and gig workers who are tired of being caught off guard by charges on a low-balance day.
The focus was trust, calm, and proactive financial control. No red warnings. Just the information you need, before you need it.
If you saw the onboarding flow I posted earlier, this is what users land on after connecting their bank. This is Forecastr and there's more screens dropping soon.
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Designing a Clear and Trustworthy Investment Redemption Experience
When users are moving money out of an investment portfolio, the last thing they should feel is uncertainty.
Before confirming a transaction, users need to clearly understand:
-How much money they are redeeming
-Where the money is going
-Which portfolio the transaction is connected to
-Which assets are involved
-What action they are about to take
For this fintech product, I designed a Confirm Redemption experience that brings all of this information together in one simple, focused screen.
The goal was to create a confirmation step that feels clear, trustworthy, and easy to understand without overwhelming the user with unnecessary information.
The Challenge: Financial transactions require confidence.
When a user is redeeming money from an investment portfolio, the confirmation screen needs to do more than simply display a large amount and a button. It needs to help the user verify the details of the transaction before proceeding.
The challenge was to present multiple pieces of financial information in a way that feels:
-Simple
-Scannable
-Transparent
-Reassuring
-Easy to confirm
The Solution: I designed the experience around a strong visual hierarchy.
The screen begins with the primary action users need to understand: the redemption amount.
₦75,000
This immediately gives the user clarity on the value of the transaction.
Below that, the supporting details are grouped into a single structured card. This allows users to quickly review the important information without having to navigate through multiple screens.
The confirmation summary includes:
-Destination: GTBank account ending in 5242
-Portfolio: Growth Portfolio
Amount: ₦75,000
Assets: Apple
Each row uses a simple icon to make the information easier to scan and create a visual distinction between the different types of data.
Design Decisions: The interface uses a soft lavender background to create a calm and modern fintech experience.
Instead of using a harsh white interface, the subtle tinted background helps the confirmation card and primary action stand out while keeping the overall experience light.
The rounded container creates a clear visual grouping for the transaction details.
The primary CTA, Confirm Payment, uses a deep indigo color to create strong contrast and communicate the importance of the action.
The close button is positioned in the top-right corner, giving users an easy way to exit the confirmation flow without accidentally confirming the transaction.
Why This Flow Matters
A good confirmation screen should reduce hesitation.
The user should not have to ask:
“Where is my money going?”
“Which portfolio am I redeeming from?”
“What asset is involved?”
“How much am I redeeming?”
All of these questions are answered before the user confirms the transaction.
The result is a simple, focused experience that gives users the information they need at the exact moment they need it.
My Focus
For this design, I focused on:
• Clear financial information hierarchy
• Reducing cognitive load
• Creating a trustworthy transaction experience
• Making important details easy to scan
• Using visual grouping to organize complex information
• Designing a strong and clear confirmation action
• Maintaining a clean, modern fintech visual language
This is one of the many small moments in a financial product where thoughtful UX can make a significant difference.
Because when money is involved, clarity is not just a visual design choice.
It is part of the user experience.
Love the bottom sheet!
Over the past 3 months, I had the opportunity to work on RetaPay, designing a fintech platform that simplifies how brands, distributors, and retailers manage payouts, onboarding, compliance, and operational workflows.
The most rewarding part wasn't designing dashboards. It was understanding complex business processes and transforming them into experiences that feel intuitive, scalable, and easy to use.
From product discovery and user flows to a responsive web dashboard, mobile app, and scalable design system, every design decision was driven by one question:
How can we make a complex process feel simple?
This project reinforced something I strongly believe:
Great product design isn't about adding more features. It's about reducing friction, building trust, and creating experiences that help businesses operate better.
If you're planning to redesign an existing product, launch a new SaaS platform, or build an MVP from scratch, I'd be happy to help.
🌐 Portfolio: https://designminima.framer.website or https://designminima.com
📅 Book a Discovery Call: https://cal.com/d-minima/30min
📩 Email: hello@designminima.com
Let's build products that are simple, scalable, and built for growth.
Great design isn't decoration.
It's communication.
Finaroa helps finance and consulting firms communicate expertise with confidence.
Explore the template: https://framer.link/MYTfLQQ
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