Clayfin Banking
IA , Wireframes , UI Design
An omni-channel banking experience to improve customer acquisition & engagement.
Overview
Clayfin is a leading provider of Digital Banking solutions for Retail, Corporate and SME banking businesses.

In the rapidly evolving digital world, Clayfin assists banks to nurture and grow close ties with customers through a superior and seamless omni-channel experience.
My 14-month journey into the design realm commenced at Neointeraction Designs, a UI/UX service design company. During my tenure, I developed and launched several web and mobile applications catering to a diverse range of industries, including fintech, healthcare, POS, IoT, and ed-tech.

Among my successful endeavors was Clayfin,
What did I achieve?
My Role
Prototyping, UX strategy, UI design
TIMELINE
12 weeks
the Problem
Increasing internet penetration and access to low-cost smart phones, has brought about a digital revolution, more so in the digital payment space. Internet Banking has become a mainstay and mandatory to meet customers’ expectations.
Internet banking in India has an overall penetration of just under 30% , but the user base is growing at a 27% annual growth rate.
Banks are losing out to 3rd party apps for mobile & online payments.
How might we provide customers with online banking solutions to be intuitive, seamless and secure to  improve customer acquisition, engagement, transaction and management competencies.
SOLUTION 
KEY FEATURES
One stop Dashboard
All the key features and requirements are available right on the dashboard. Say goodbye to layers of flows.
ACCount Summary
This page gives an overview of all the accounts and its high level, and in depth details of the account along with statements.
EXPENSE OVERVIEW
An in depth deep dive into expenses and income broken down by expense categories and months. And financial goal setting capabilities.
ITERATION
INFORMATION ARCHITECTURE
Through brainstorming and sketching the flows, we narrowed down our ideas on the architecture and the user flow.
WIREFRAMES & EXPLORATIONS
Based on the flow, we developed low fidelity screens for an app that helped us visualize how we could create an experience through navigation, hierarchy and components.
DESIGN SYSTEM
We wanted out brand to be aFirst a new design system was created by refining the brand colors and improving on the CTAs and icons by making them sleeker and modern.
OUTCOME
THE OUTCOME
Customers reported ~20% increase in engagement.

Clayfin wins an award at the IBS Intelligence Global Fintech Innovation Awards 2022 for Best Digital Channel/Platform Category for implementing a revolutionary Corporate Digital Banking platform
LEARNINGS
FAST PACED STARTUP ENVIRONMENT
This project was my first one in a start-up environment and it was an eye-opener. I was involved in every stage of process and I got invaluable experience in collaborating with other stakeholders, brainstorming as a team, prototyping and creating design system
WORKING IN SMALL TEAMS
This project was a collaboration with small teams and it taught me how to make quick decisions and the 3 months spent helped in its successful launch.
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