SurePay: Transforming SME Finance with User-Centered Design

2024 Fintech Under Development

SurePay is an online platform that streamlines the financial processes of small and medium-sized businesses (SMEs). It delivers payments, invoicing and tracking features to help SMEs use financial solutions that match their operational requirements.

Role
  • ✦ UI/UX Design
  • ✦ Icon Design
  • ✦ Design System
SurePay Image

Challenge

SurePay approached during a critical stage of product development. SurePay had a robust backend foundation yet needed proper visual functional elements to attract less technical business owners. The application presented a split user experience because its interface did not match typical business operations. The challenge was to create a seamless experience that not only looked modern and trustworthy. But also made financial tasks feel effortless and approachable for busy entrepreneurs.

SurePay Image
SurePay Image
SurePay Image

Design & Solution:

The initial step as a team lead of UI/UX designer i focused on understanding how small business owners who handle multiple activities while working with minimal time would use the system. Using user journey mapping and competition analysis, I identified the primary areas of pain and friction in the present flow. The solution combined simple designs in the user interface with step-by-step user experience guidance that focused on making financial tasks straightforward for users. A streamlining process for onboarding combined with dashboard data optimization and mobile/desktop compatibility testing underwent restructuring. The design system was customized to ensure visual coherence when the platform was scaled.

SurePay Image

Results & Final Thoughts

SurePay began its beta testing phase which brought extensive positive reactions from users. All users praised the interface's straightforwardness including the onboarding and invoicing features. Both user and investor perception improved due to enhanced transaction completion rates because of the upgraded experience obtained through this design. The design approach allowed SurePay to proceed with launch readiness since the design successfully supported its strategic objectives.

SurePay's design transformation showcases how design with users at its core strengthens the operations of fintech services. SurePay surged ahead in a competitive market by focusing on real-world usability. The platform's simple, thoughtful design made it easy for users to engage. This approach delivered meaningful value to its core audience small business owners.