Project Overview
This case study focuses on designing the Send Money feature of a fintech mobile application. Sending money is one of the most sensitive actions in any financial product, where even a small UX mistake can lead to serious user frustration or loss of trust.
The goal was to design a flow that is fast, clear, and highly secure, while minimizing the risk of sending money to the wrong recipient.
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✨ Project Goals
↳ Make the Send Money process simple and intuitive
↳ Reduce the risk of wrong transactions
↳ Increase user confidence before confirming payments
↳ Ensure transparency around fees and balances
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✨ Target Users
↳ Regular mobile wallet users
↳ Small business owners and freelancers
↳ Users sending money to friends and family
↳ First-time fintech app users
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✨ Problem Statement
In many existing fintech apps, users experience:
↳ Confusion around recipient details
↳ Anxiety before confirming transactions
↳ Accidental transfers due to poor confirmation steps
↳ Unclear balance or fee visibility
These issues often result in hesitation, mistrust, or irreversible mistakes.
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✨ UX Approach & Process
Research & Analysis
↳ Reviewed common Send Money flows in popular fintech apps
↳ Identified user anxiety points during recipient selection and confirmation
↳ Focused on local usage patterns such as frequent small transfers and contact-based sending
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✨ Send Money – UX Flow Summary
Entry Points
↳ Home screen
↳ Wallet screen
↳ Quick action shortcuts
Flow Highlights
↳ Clear recipient input (mobile number or contacts)
↳ Automatic recipient name preview for verification
↳ Prominent amount input with quick amount options
↳ Transparent balance and fee information
↳ Dedicated safety review screen before confirmation
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✨ Confirmation & Security
Before completing the transaction, users are required to:
↳ Review recipient name and number
↳ Confirm the transfer amount
↳ Authenticate using PIN or biometric verification
This step ensures users remain in control and reduces the likelihood of accidental transfers.
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✨ Microcopy Strategy
↳ Simple and reassuring language
↳ Clear warnings before sending money
↳ No pressure-driven or misleading messages
↳ Helpful error messages when issues occur
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✨ Visual Design Decisions
↳ Amount displayed as the most prominent element
↳ Recipient name highlighted to reduce mistakes
↳ Minimal color usage to maintain focus
↳ Red reserved only for error states
↳ Clean layout with strong visual hierarchy
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✨ Outcome & Impact
↳ The redesigned Send Money flow:
↳ Reduces transaction-related anxiety
↳ Helps users verify details before sending
↳ Improves overall trust in the product
↳ Creates a smooth and confident transaction experience
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✅ Key Takeaway
The Send Money experience was designed around one core principle:
Users should feel confident before, during, and after sending money.
By combining clarity, confirmation, and security, this flow enables fast transactions without compromising user trust.
