UI UX Design for Banking, Financial Services & Insurance

INDUSTRY CHALLENGES

In the BFSI sector, digital transformation isn't a luxury—it's a necessity. But with complex regulatory structures, legacy systems, and increasingly digital-savvy customers, financial institutions face several UX challenges:

Clunky legacy platforms that slow user journeys

Drop-offs due to confusing product explanations (e.g., loans, insurance)

Low trust in onboarding and transaction flows

Poor mobile banking experiences

Compliance-driven designs that ignore user empathy

OUR APPROACH

User Research with Context

We map real customer behavior across Tiers 1–3, understanding digital comfort, financial literacy, and product preferences.

Data-Driven UX Strategy

Using funnel analysis, drop-off rates, and session heatmaps, we turn metrics into design opportunities.

Trust by Design

Every interaction—from onboarding to payments is built with trust cues like micro-interactions, visual feedback, and clarity-first content.

Agile with Compliance

We work in agile sprints with your product and legal teams to co-create usable yet compliant journeys.

PERFORMANCE UX IN ACTION

Phase

What We Did

Impact

Discovery

Tiered user research across 3 customer segments

Mapped drop-off reasons by persona

Strategy

Defined core UX KPIs aligned to funnels

UX aligned to conversion & retention

Execution

Designed responsive UIs & microcopy

Increased onboarding completion by 35%

Optimization

Set up analytics loop for continuous feedback

Enabled monthly UX iteration roadmap

Richa Mendiratta

SVP, Head of User Experience and Innovation, HDFC Securities

“Onething’s ability to deliver exceptional results under pressure is commendable. The elite, uber premium language that was incorporated into the design was an instant hit with our team, and perfectly encapsulates the luxury & sophistication we aim to portray. I look forward to seeing more of their innovative work in the future.”

User Research with Context

Data-Driven UX Strategy

Trust by Design

Agile with Compliance

Designed a sleek, responsive web experience for investors navigating multiple products

Revamped the end-to-end loan application journey for urban and semi-urban customers

WHO WE HELP

Catch the buzz from the crew

WHAT OUR CLIENTS ARE SAYING...

say

HELL

!

Designed a sleek, responsive web experience for investors navigating multiple products

Revamped the end-to-end loan application journey for urban and semi-urban customers

Talk TO OUR DESIGN STRATEGY TEAM!!

Talk TO OUR DESIGN STRATEGY
TEAM!!