Finance Company Dashboard and Chatbot Design (Client Work)

Pratik Singh

Web Designer
UX Designer
UI Designer
ChatGPT
Figma
Project Overview I recently completed a project for a finance company, designing a comprehensive dashboard and an interactive chatbot. This project aimed to enhance user experience by providing clients with streamlined access to their financial data and support.
Objective The primary goal was to create an intuitive dashboard that clearly displays key financial metrics while integrating a chatbot for real-time assistance. My role involved conceptualizing and executing all design elements, including screen layouts and animations, while maintaining the company's branding and usability standards.
Design Approach
User-Centric Dashboard: Designed a clean, organized interface that highlights essential financial information with easy navigation, making it simple for users to track their finances.
Engaging Chatbot Design: Developed visually appealing screens for the chatbot, ensuring users could easily interact with it for inquiries and support.
Animations for Interaction: Created smooth animations that enhanced user engagement, providing a dynamic and responsive feel to both the dashboard and chatbot interactions.
Focus on Clarity: Used clear typography and color coding to ensure data is easily digestible, guiding users through their financial insights and support options effectively.
Results The completed dashboard and chatbot design provided the finance company with a powerful tool to improve user experience and client satisfaction. The project was well-received, demonstrating the importance of intuitive design in financial services.
Interested in Learning More? Due to the confidential nature of this project, I am unable to share photos or specific details publicly. However, I invite you to reach out directly for a discussion on my design process and how I can assist with your financial platform needs.
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