Progressive detail
Summary information stayed at the first layer, while charts and transaction details expanded on demand.
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Digital Product
Orbit Finance
A mobile product that makes complex financial data accessible through clear cards and understandable visualizations.
Project Overview
More than a visual refresh.
Orbit Finance users needed to understand banking, investment and budget data in one place. Instead of merely simplifying information, we identified decision moments and designed a dashboard that surfaced important changes, risks and recommended actions in the right order.
Users needed to understand multiple accounts and investments on one screen without feeling overwhelmed by information density.
Objectives
We defined success from the start.
01
Make the financial overview understandable within seconds on first use.
02
Surface critical alerts without creating unnecessary anxiety.
03
Preserve the same information hierarchy across mobile and desktop.
Key Decisions
Three decisions that shaped the work.
Language of trust
Color, microcopy and error states were designed to support financial decisions with a calm tone.
Component standard
Chart, card, table and filter behaviors were defined within one design system.
01
The Challenge
Users needed to understand multiple accounts and investments on one screen without feeling overwhelmed by information density.
02
The Approach
A flexible dashboard was created through prioritized information architecture, simple charts and progressive disclosure.
03
The Outcome
Usability tests showed faster task completion and a clear increase in users’ confidence in the product.
Selected Screens
Two application examples supporting the story.
The imagery demonstrates how the decisions above translated into the final experience without overwhelming the case study.
