Product Design
Welthflow: Financial Dashboard Experience
Client:
Carol D. Damron
Industry:
Fintech
Duration:
3 Months
Live Preview
Challenge
Welthflow’s users struggled with low engagement and usability issues in the dashboard.
- New users had trouble understanding key financial metrics.
- Daily active usage dropped by 14% over 6 months.
- Mobile engagement was below 20% of traffic.
- Navigation felt cluttered and inconsistent.
Solution
We redesigned the dashboard using a data-driven and user-focused approach.
- Ran usability tests with 12 real users.
- Simplified navigation with icons and collapsible menus.
- Added dark mode and responsive layouts.
- Integrated quick action buttons to cut clicks by 40%.
- Applied a mobile-first design to drive adoption.
Results (After 60 Days)
+32% increase in daily active users
+48% growth in mobile engagement
CSAT improved from 6.8 to 8.9
-27% decrease in churn rate
The Achievement
- Boosted mobile engagement by 48% in 2 months.
- Daily active usage increased by 32%.
- Customer satisfaction score improved from 6.8 → 8.9.
- Churn rate dropped by 27%.
- Achieved higher engagement and retention across the platform.
“The redesign gave us a smoother, more modern product. Customers are more engaged, and mobile adoption has improved significantly.”
Carol D. Damron
Co-Founder of Welthflow
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