Managing Confidence

Product design for banking & fintech

We design financial experiences that feel effortless, human, and trustworthy. With empathy and deep industry know-how, we build tools people actually want to use.

Banking image 1
North Star Vision Concept Design Market Analysis Competitive Benchmarking Customer Research Strategic Prioritization Trade-Off Decisions Model Building Scenario Planning Organizational Alignment Go-to-Market Strategy
Product Messaging Naming Systems System Visualization Experience Narratives Audience Modeling Accessibility Inclusivity Content Strategy Design Systems Pattern Frameworks Design Governance

We’ve solved complex problems for our clients.

Read more about our intuitive, human-centered designs for banking & fintech organizations.

Digital Banking Go-to-Market Strategy | Visual Logic
Communication Design

We created an all encompassing go-to-market strategy for digital banking.

Visual Logic developed a unified go-to-market strategy for Jack Henry’s digital banking platform, translating complex technology into a clear, human-centered sales narrative.

Read more

Digital retirement planning UX for Principal Mexico | Visual Logic
User Experience Design

We designed a digital retirement planning experience that rebuilt users’ trust to invest with confidence.

See how Visual Logic helped Principal Mexico rebuild trust and empower customers with a self-service retirement planning tool that drives real adoption.

Read more

We shaped the North Star vision for dozens of design-led products.
Product Strategy

We shaped the North Star vision for dozens of design-led products.

Jack Henry, a provider of industry leading technology solutions to community banks and credit unions, was building an entirely new tech stack —no simple task in the FinTech industry. While that solved an engineering problem, it still left users bouncing between back-office tools throughout the day.

Coming Soon

We established a modern design system to build trust with users.
Human Centered Design

We established a modern design system to build trust with users.

Principal, a trusted investment and insurance provider, recognized that they needed a digital experience that matched their strong reputation in the industry. They partnered with us to create a flexible and approachable design system that would make it easier for their users to accomplish their goals with confidence and ease, and their internal team to continue building for the future.

Coming Soon

Pushpay
Design Thinking at Scale

We guided internal teams in building a joint vision of process, structure and purpose.

Project description goes here...

Coming Soon

Intuitive design solutions for complex banking and fintech problems

Delivering intuitive, human-centered design for banking and finance systems. Explore Explore the breadth of our expertise.

AI-Powered Back Office

A unified back-office platform where tools, data, and AI agents work together—streamlining ops, approvals, and servicing across the entire bank.

Entity Management

Tools for organizing customer accounts, business relationships, and legal entities under a unified profile.

Digital Donations

UX for giving platforms that support one-time and recurring donations, donor history, form building and reporting.

Investment Platforms

Helping users understand and manage mutual fund accounts and retirement planning through simple, guided digital experiences.

Behavioral Finance UX

Applying human-centered design to support better budgeting, planning, and financial literacy outcomes.

Business & Treasury

Banking and admin tooling for business banking, treasury management, cash management, and managing roles & permis

Reports & Dashboards

Empowering leaders with no-code tools to explore, filter, and visualize real-time financial data—without relying on analysts.

Core Integrations

Design for integration with banking cores, investment platforms, and third-party APIs to ensure data flows where it should.

Omni-channel Banking

Creating cohesive experiences across web, mobile, in-branch, and call center tools to support seamless service delivery.

Financial Wellness Tools

Helping users understand spending, savings, and investment habits with actionable insights.

KYC & Identity Verification

UX patterns for verifying customer identity digitally, securely, and with minimal friction.

Roles & Permissions

Designing admin tools to manage user access, approval flows, and data visibility across teams.

Our services

UX design for banking.
We can help.

Transforming vision into experience.

We believe design isn’t just a surface-level feature—it’s a powerful force that shapes strategy, teams, communication, and execution. From crafting bold product visions to scaling design teams and refining workflows, we ensure design drives meaningful, lasting impact at every stage of the process.

See our pricing
Finance Deep Dive cover image
Domain Deep Dive

UX is the Secret Weapon in Financial Services

We talk with Lee Wetherington, Senior Director of Corporate Strategy at Jack Henry about why UX plays a bigger role in banking than ever before.

Listen to the podcast episode

Explore our latest insights

Your AI Strategy Needs More Than a Chatbot: Three Levers to Guide Your AI Strategy
Your AI Strategy Needs More Than a Chatbot: Three Levers to Guide Your AI Strategy

Define how your AI should behave before choosing interfaces. Learn the three levers—user intent, agency, and presence—that shape a trustworthy AI strategy.

Chick-fil-A vs McDonald's: Which Fast-Food App Has the Better UX?
Chick-fil-A vs McDonald's: Which Fast-Food App Has the Better UX?

In competitive markets, strong UX can tip the scales when users decide where to spend their money. We take a look at how Chick-Fil-A thoughtfully crafts a better app experience than McDonalds.

Most Teams Make Personas. Few Build Worlds.
Most Teams Make Personas. Few Build Worlds.

Most UX teams stop at deliverables. Learn how worldbuilding turns personas, journeys, and systems into believable, testable models that guide better design.