WisePay

WisePay is a full-featured payment automation system made to help companies of all kinds run their finances more efficiently.

It conveniently integrates with a variety of accounting systems and professional services automation (PSA) applications to automate the operations of invoicing, payment collection, and reconciliation.

The platform seeks to increase operational efficiency, decrease manual errors, and boost cash flow.

Role:

Senior UX Designer

Industry:

Financial Technology

FinTech

DURATION:

12 weeks

Tools used:

Figma, Balsamiq, Google Forms, Maze, Miro, Confluence, Figma Dev Mode

02. Design Process

I ensured a balance between user needs and business objectives by thoroughly examining user pain points and iteratively improving WisePay's mobile experience using the Double Diamond approach.

I ensured a balance between user needs and business objectives by thoroughly examining user pain points and iteratively improving WisePay's mobile experience using the Double Diamond approach.

I ensured a balance between user needs and business objectives by thoroughly examining user pain points and iteratively improving WisePay's mobile experience using the Double Diamond approach.

03. User Challenges

  1. Businesses with multiple systems for invoicing and payment collection experience delays in transactions.

  2. Users often don't understand how their scheduled payments affect their outstanding balances.

  3. Finance teams don't trust AI-based reconciliation without knowing how transactions match.

  4. Lack of two-factor authentication (2FA) and compliance tracking increases the risk of fraud and audit issues.

04. Business Goals

  1. Use AI-driven validation to reduce reconciliation errors.

  2. Improve scheduled payment management to improve payment success rates.

  3. Use compliance tracking and fraud detection to meet regulatory standards.

  4. Boost user adoption by improving UI clarity and providing guided onboarding to get more users.

05. Meet our users

06. Research

Stakeholder Interviews

07. Competitive analysis of similar products

By exploring the functionalities of the brand competitiors, I gain better understanding about crucial features that entice users to keep using the app. This will also dicate how i frame the user journey towards using the software service.

By exploring the functionalities of the brand competitiors, I gain better understanding about crucial features that entice users to keep using the app. This will also dicate how i frame the user journey towards using the software service.

By exploring the functionalities of the brand competitiors, I gain better understanding about crucial features that entice users to keep using the app. This will also dicate how i frame the user journey towards using the software service.

08. Research-Driven UX Decisions

09. User flow mapping:

Based on the insights and learnings, I am now mapping a user flow that will guide users through everything they need to know about the product, including its key features. This will help users build familiarity with the app, enhance trust and reliability, and ultimately encourage them to subscribe to the product.

09. Wireframes:

Based on the insights and learnings, I am now mapping a user flow that will guide users through everything they need to know about the product, including its key features. This will help users build familiarity with the app, enhance trust and reliability, and ultimately encourage them to subscribe to the product.

10: Style Guide

Aligning typography and graphical elements, establishing a clear hierarchy with a thoughtful color palette, and enforcing consistency across all designs and digital properties.

  1. UI Design

The WisePay mobile app offers a seamless financial management experience, integrating AI-driven reconciliation, real-time notifications, and automated payments. With intuitive navigation, multiple payment options, and enhanced security features, it simplifies transactions and ensures SMBs stay financially organized.

  1. Final Outcome

  • Improved Financial Management: Users gain a clear overview of their balances, payments, and insights for better cash flow control.

  • Enhanced User Experience: The app offers an intuitive and structured navigation system, minimizing cognitive load.

  • Automation for Efficiency: AI-driven reconciliation and scheduled payments reduce manual effort and errors.

  • Security & Trust: 2FA authentication and fraud detection ensure safe transactions.

  • Seamless Payment Experience: Multiple payment options and real-time alerts simplify transactions and help users stay on track.

Conclusion: The WisePay mobile app successfully extends the web platform’s functionalities into a mobile-first experience, ensuring ease of access, security, and financial automation for SMBs.

Thank you for reading!