Fintech SaaS Product
Tax and Compliance
Scope
Research, Iterative Designs, Metrics and Analytics
Duration
8 weeks
Year
2021
Role
UX Designer
Overview
A fintech SaaS product helping companies manage employee stock ownership plans (ESOPs) and equity grants. The product needed to make complex financial concepts accessible to both HR admins and employees.
The Challenge
Equity management involves deeply complex financial and legal information. Employees often don't understand their equity position, leading to missed financial opportunities and high support load.
Approach
- 01Stakeholder interviews with legal, finance, and HR teams
- 02Employee surveys to understand comprehension gaps
- 03Iterative design and A/B testing of equity summary views
- 04Metrics instrumentation to track feature adoption and error rates
- 05Collaboration with engineering on data visualisation components
Outcome
Redesigned equity dashboard adopted by 2,500+ companies. Employee self-service actions increased by 45%, reducing support tickets significantly. Platform collectively holds USD 60B+ in equity value.