Finance Management

  • UI/UX Product Design
  • Mobile Design
  • Web Design
  • Webflow Development
  • Branding Design
Finance Management

Small White Snowman is a platform designed to empower military members by helping them donate 50% of their savings to investment accounts, such as retirement or college savings. It simplifies financial management by offering tools to track savings transfers, view detailed reports, and connect with trusted investment partners.

Small White Snowman – A platform for military members, designed to help them donate 50% of their savings to investment accounts and simplify financial management.

Title

Task

The objective was to develop an intuitive website where users can easily manage their savings. The platform needed to include a “Your Envelope” section to track savings transfers by date, retailer, and destination account. Additionally, the website required clear, user-friendly navigation, along with preloaded dummy profiles for members, retailers, and banking partners to demonstrate the functionality of savings management and reporting.

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Challenge

The key challenge was to integrate savings tracking, partner reconciliation, and user-friendly design into a single platform. It was crucial to make the interface intuitive for military members while ensuring secure and transparent savings management. The platform also needed hidden functionality for retail and banking partners to access and reconcile transaction data.

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Results

The platform successfully enables military members to manage their savings and track contributions with ease. The “Your Envelope” section offers clear and organized data, empowering users to understand their financial progress. Retailers and banks can also utilize hidden tabs to access reconciliation reports, ensuring secure and transparent financial operations.

Time:
3 month
Hours:
120+
Screens:
23

Project Timeline

  • Research

    We specialize in comprehensive, strategic solutions that help startups and high-growth companies create unique and successful products.
Our team is experienced in crafting designs that not only look impressive but also achieve business objectives, driving high conversion rates and user engagement.

  • Briefing

    We defined the product vision, target audience, and key value proposition for a personal finance platform. We aligned on core features, content structure, and success metrics to guide design decisions.

  • Wireframes

    Key pages were wireframed to validate layout, hierarchy, and conversion flow—from hero messaging to onboarding and dashboard preview. We iterated on structure to keep navigation intuitive and actions easy to find.

  • UX Research

    We explored user goals around budgeting, tracking, and saving to understand what drives trust and sign-ups. Insights helped us simplify onboarding, clarify benefits, and highlight the most important financial data.

  • Moodboard

    We curated references from modern fintech products to define a clean, friendly visual direction. The moodboard focused on clarity, soft gradients, strong typography, and a calm palette that reinforces trust.

  • Design Concepts

    Multiple concept directions were created for hero layout, dashboard presentation, and CTA placement. We tested variations to pick the strongest approach for readability and conversion.

  • UI Design

    We designed a consistent UI system with responsive components, spacing rules, and accessible typography. The final interface emphasizes key metrics and keeps the experience lightweight and easy to scan.

Research
User Flow
Wireframes
UI Concepts
UI Design
UI kit
Closing

Title

Let`s discuss where you want to get

Taras Oliinyk Photo

Taras Oliinyk

CEO at U1CORE

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