A white label banking dashboard app designed for financial institutions
Type
White Label Application
Role
Designer
Tools
Figma, Miro, Notion
Services
User Experience, Dashboard, Web Application Design
Project Overview
We designed a modern, white-label banking dashboard application that offers a seamless digital experience for users to manage multiple financial products from a single interface. The solution is modular, intuitive, and easily rebranded for different banks or financial institutions, allowing them to launch a fully functional digital banking service with minimal development overhead.
The dashboard includes key features like:
- Account overviews (e.g., everyday, credit, term deposit, home loan, superannuation)
- Transaction history with activity filtering
- Card management and loan insights
- Card management and loan insights
- Balance analytics and transaction visualization
💡 Proposed Solution
Unified Account View
Users can see all their financial products — including loans, cards, and superannuation — in one place. Each account card is clickable, offering quick access to specific actions and detailed views.
Interactive Activity Feed
An easy-to-read transaction feed is divided by date, includes filters (e.g., upcoming, past, detailed), and offers export/download/print options. Real-time updates keep users informed without friction.
Quick Actions & Navigation
A left-hand menu provides persistent access to Accounts, Move Money, Activity, Contacts, and Cards. A prominent top bar hosts key actions like Transfer, Pay Anyone, and Bill Payments.
Visual & Data Insights
A clean chart visualizes the last 10 transactions for fast financial snapshotting. Currency amounts are color-coded (e.g., green for credit, red for debit) to improve scanning and readability.
Brand-Ready UI
The layout is designed to be white-labeled — colors, logos, fonts, and icons can be easily switched out per institution. This reduces time-to-market for any partner bank or fintech provider.
⌛️ Problem Solved
Traditional banking apps often suffer from:
- Disjointed UX when switching between accounts and services
- Limited customization or branding for white-label clients
- Poor visibility of account activity, with cluttered data displays
- Lack of real-time feedback and micro-interactions
- Non-intuitive navigation that causes cognitive overload
Mockups
Clickable Prototype - Figma
🎯 Results
The white-label banking dashboard successfully delivered a high-impact, rebrandable digital banking experience with measurable improvements for both users and institutions:
For End Users
• 80% improvement in task completion time for common actions like transfers and transaction review.
• Enhanced clarity with intuitive navigation, consistent iconography, and visual hierarchy.
• Reduced cognitive load, thanks to streamlined layouts and real-time balance visibility.
• Improved trust and satisfaction, driven by transparent transaction logs and balance charts.
For Banking Clients
• Reduced time-to-market by 60%, enabling faster product launches for partner banks.
• Increased user engagement through modern UI and responsive design across devices.
• Flexible customization, allowing institutions to tailor the platform to brand and compliance needs.
• Lower development cost, as the modular system eliminated the need to build from scratch.
Product Highlights
• Fully responsive dashboard optimized for desktop and tablet.
• Plug-and-play design system for branding, styling, and UI elements.
• Seamless integration with core banking APIs and third-party tools.
• Scalable architecture supporting multiple financial product types.