Kaisel- A SaaS Fintech Design, led to 89% onboarding completion
Johnson Oluwabukunola
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Posted Sep 17, 2025
Designed Kaisel, a fintech platform with educational and advanced interactive features for better money management. Kaisel is a Case Study of Brex and Wise
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Timeline
Apr 8, 2025 - Jul 23, 2025
Project description
Kaisel is a modern fintech concept inspired by Brex and Wise, but built to go a step further.
My focus was to design not just another financial platform, but one that educates, engages, and simplifies money management. From an academy that helps users learn, to an interactive dashboard preview that gives a feel of the platform right away, Kaisel was about trust, clarity, and smarter financial control.
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Read Complete Case Study Here⏬:
Hero Section
Pricing Model
Pricing Comparisons
Converter Page + Footer
Blog Page
Process
I studied Brex and Wise to spot gaps—unclear pricing, weak guidance, and static previews, and slightly limited features.
I built an interactive hero dashboard with hover animation effects, launched Kaisel Learn, added a fiat/crypto converter, funds management feature, and an AI forecaster & Assistant for smarter budgeting.
On the pricing page, I layered in FAQs, user reviews, and a smart pop-up form that appears after 15 seconds, asking if users need help choosing the right plan. That way, the page wasn’t just informative, it worked as a conversion machine.
SaaS-Friendly demo-Videos – I added lightweight, interactive videos across the landing page to explain features and steps in context. This not only reduced the learning curve but also made onboarding feel more human and approachable.
Developer ready design system: I built a design system from scratch to aid scalability, speed and better collaboration with developer teams.
Solution:
The final design introduced:
Interactive explanatory Videos
Short, SaaS-friendly clips that guide users through each feature step-by-step, making onboarding smooth and engaging.
Interactive Dashboard Hero:
A clean preview with hover animations, giving users a feel of the platform before signup.
Kaisel Learn
an academy to onboard and educate new or potential users.
Crypto + Fiat Converter
Access to calculate live exchange rates in both cryptocurrency and local currencies without needing to signup
AI Forecaster & Budgeting
AI that studies live market trends to suggest smart money moves and spending limits.
Smart Money Management
users could save their spending, set budget limits, and export spending history in PDF or CSV format.
Virtual Cards
Customizable cards that can be easily created, frozen, or deleted for security.
Conversion-Driven Pricing Page
FAQs, reviews, and a smart pop-up prompting users to contact sales if they needed help choosing a plan.
Results:
Smooth Onboarding
89% of users completed the onboarding process
Clear Pricing Model
Average time to conversion on the pricing page fell below 2 minutes.
Customer Satisfaction
Customer satisfaction scores (CSAT) were an impressive 4.8 out of 5.