Finance Dashboard
Institutional-grade wealth intelligence & automated cashflow analytics
Senior Product Designer
10 Weeks (2024)
Fintech Venture / NeoBank
Figma + Design Systems
The Vision & Purpose
A comprehensive financial dashboard designed for high-net-worth individuals and modern treasury managers. Consolidates multi-currency bank accounts, equity positions, real-time crypto holdings, and automated tax liability estimates into a single, beautifully organized dark interface.
Data density without cognitive overload
Financial dashboards often suffer from chart clutter, disconnected metrics, and poor responsive scaling. Users needed to scan liquidity across 6 global accounts in 3 seconds, while retaining the capability to drill down into micro-transactions with zero UI stutter.
Identified Obstacles & Friction Points
Fragmented visibility across decentralized and traditional banking rails
Overwhelming numerical density without clear visual hierarchy or contextual color coding
Slow table filtering and clunky date-range selection patterns
-62%
Time to Find Transactions
Via universal omni-search & smart filters
$14.8M
Managed Volume
Tracked daily through beta pilot
4.9/5
Executive CSAT
Praised for visual clarity and speed
Consolidated Net Worth Telemetry
Multi-SourceLive real-time aggregation across banking APIs, Robinhood, and crypto cold storage.
Predictive Runway & Cashflow
Smart ForecastingAI-powered forecasting projecting 30, 60, and 90-day liquidity and recurring subscription burn.
Keyboard-First Command Palette
Pro ProductivityQuick navigation (Cmd+K) allowing users to transfer funds, export statements, or toggle accounts instantly.
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