Transforming a complex fintech dashboard into a calmer, clearer, and more decision-friendly SaaS experience.
Nomi is a cloud-based fintech SaaS platform that helps businesses manage, monitor, and understand financial operations through dashboards, reports, and data-driven workflows. Since users handle complex, sensitive data, the experience had to support three core needs.
Surface what matters first so insight comes in seconds, not minutes.
Make the most important metrics impossible to miss at a glance.
Help users trust the data enough to act without second-guessing.
The challenge was not to make the UI look modern — it was to make complex financial data easier to understand.
Users needed a faster, clearer way to understand financial performance, track key metrics, and take action — without spending time decoding the dashboard.
The screen was useful — but not easy.
Before touching the UI, research uncovered how users actually interacted with the dashboard.
UK-based remote sessions revealed what users scanned first and where confidence dropped.
Attention and click behavior exposed overlooked actions and crowded zones.
Timed payroll flows pinpointed reviewing deductions as the slowest step.
IRIS, Sage, and Xero benchmarks clarified patterns to keep and gaps to avoid.
Design and engineering aligned states, edge cases, responsive rules, and handoff details.
Figma Make
Claude
Functional Prototype
Before: “Where should I look?” → After: “I know what matters now.”
* Placeholder benchmarks — replace with live Hotjar data when available.
For Nomi, the redesign transformed a crowded dashboard into a clearer, calmer, and more decision-friendly product experience.