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Holt Financial - Digital Bank Wallet UI/UX Design - Fintech

The Phase 2 of a two-part project for the fintech company, Holt Financial. Originally slated to be a complete responsive application design, the back-end solution that was to be utilized by our client became no longer viable. This part of a 2-phase project was then nixed. We did however manage to design an amazing cryptocurrency exchange / marketplace dashboard in dark mode.

 

Holt Financial: Digital Bank Wallet Application

RESPONSIVE BROWSER APPLICATION UI/UX DESIGN

The Phase 1 of a two-part project for a fintech company. The Skins Factory designed a responsive, digital banking wallet that included a multi-currency wallet, the ability to manage accounts, exchange currencies and more. The digital wallet breaks free from the traditional finance mold with a digital platform that exchanges crypto and fiat currencies.

Holt Financial: Digital Bank Wallet Application UI UX Design - Fintech & Cryptocurrency Exchange Platform
 

Digital Banking Dashboard

When designing the Main Dashboard, we made the decision to collapse the navigation sidebar on subsequent screens. Instead of creating custom icons, which would require a learning curve due to non-ubiquitous nav sections, we came up with an alternative solution. We decided to use the first 2 letters of each navigation item's name. This approach allows users to quickly identify and associate the names with their corresponding letters, enhancing the overall user experience and reducing the learning curve.

 
 

Alternate Dashboard Themes

Our user experience team decided to design additional themes for the Digital Wallet Dashboard at the beginning of the design process. Here are three of them.

Additional Dashboard Customization Option 1

Additional Dashboard Customization Option 2

Additional Dashboard Customization Option 3

 

Login Screen

Profile

After the main Dashboard was designed, our user experience designers went to work on the digital wallet Customer Profile screens. Our goal was to create intuitive and visually appealing screens that would allow Holt Financial’s customers to easily manage their personal information, payment methods, security, billing/statements , follow transactions & view the active sessions history .

Holt Financial: Digital Bank Wallet Application UI UX Design - Fintech & Cryptocurrency Exchange Platform

Main Profile View

Profile: Limits Screen

 

Profile: Security Screen

 

Modify Avatar Dropdown Menu

Profile: Privacy Screen

Profile: Account Billing Screen

 

Request Payment

Request Payment: International Wire Transfer

Request Payment: Bitcoin Transfer

Request Payment: Ethereum Transfer

 

Send Payment

Send Payments: Alias or Email

 

Send Payments: Move to Exchange

Send Payments: International Wire Transfer

Send Payments: Bitcoin

Send Payments: Ethereum

 

Transactions

Transactions Main Screen

Transactions: Filter Menu

Transactions: Fee Schedule Modal

 

Debit Card + Protocol

Debit Card Offering: Comparison

Protocol

 

Registration Screens

Main Registration Sign Up Modal

Terms & Conditions

ID Verification

Privacy Policy

POI Verification

 

Address Form

Income Form

Congratulations Modal

 

Organization

Holt Financial: Digital Bank Wallet Application

Organization

Holt Financial: Digital Bank Wallet Application

Organization Members Slide-Out panel