Designing Trust:
Crafting a Seamless Fintech Experience at Benjamins Money
Benjamins Money is a digital wealth management platform designed to assist recent college graduates and young professionals in effectively managing their finances.
By providing automated savings features and personalized investment advice, Benjamins Money aims to make financial planning more accessible and less intimidating.
Worked remotely for 5 months as Sole Designer
Finance is intimidating,
how do you make something as complex as investment, risk profiling feel
approachable
&
secure
My Role
As a UI/UX Intern, I streamlined the fintech platform’s digital experience by designing branding guidelines, website UI, onboarding forms, and social media content.
Working with a Startup
/not for the weak/
Worked closely with developer, product manager, and founder
Work to be Done
They had a solid business model but required cohesive branding.
Designed and developed their website with better user flow.
Build their social media presence with strategy and engagement.
Account opening form was critical, tedious forms deter users.
Crafting the Brand’s Visual Identity
I created a Branding Guidelines Document—a North Star for everything design and communication-related.
Established a color palette that balanced trust (blues) with approachability.
Typography and font sizes that felt modern yet not overly technical.
Set rules for logo usage, tone of voice, and visual hierarchy.
Color Palette
Typography
Website Design and Development
Crafting detailed wireframes in Figma and building them website from scratch in WordPress
Restructured the navigation and information architecture to make financial concepts digestible.
Designed and developed custom infographics to simplify complex topics.
Worked on WordPress implementation, ensuring the final build was responsive.
Platforms Used
View some sections of the website below
The Account Opening Form Design
Designing an intuitive onboarding experience, making it feel like less of a chore, more of a journey.
Created a structured design system, optimized form layouts, and refined interactions
Coordinated with developer to ensure smooth handoff and implementation of the designs
Kept the right balance: too complex, and users drop off; too simple, and trust is lost.
Created a Design System consisting
01
Spacing
H1
02
Typography
03
Color Palette
Hello
04
UI Components
A glimpse of the form screens
With all this in place,
was the work done?
You’d think so.
Not quite.
Other Responsibilities
From research to communication, I worked on assets that shaped both the product and its presence—ensuring clarity, consistency, and engagement across touchpoints.
3 White Papers
In-depth financial reports with infographics
Pitch Deck
Redesigned the investor deck to craft a story that sells
Cannot disclose further specifics due to NDA
App Screens
Low to high-fidelity UI designs for user's dashboard
Mail Templates
Built email templates using SendGrid for seamless outreach
Fintech moves fast!
Good design keeps it effortless.
Social Media Engagement
Designing and ideating for an engaged audience that didn’t just scroll past finance—they stopped to learn.
Designed posts and reels which highlighted our features and bite-sized infographics.
Responsive designs were created to allow sharing on Instagram, LinkedIn, Facebook and YouTube
Every post was crafted to educate, engage, and build trust with the audience.
Social Media Platforms
Hover to view a few posts
Check out Socials