About the Client

​MX Technologies is a financial data platform that helps financial institutions, fintechs, and businesses understand and do more with financial data. Their solutions enable organizations to reliably connect and verify data, add context to financial information, surface insights that drive growth, gain customer intelligence, and deliver personalized money experiences to improve customer engagement and retention.

Role: Lead UI/UX Designer

I designed a proof-of-concept (POC) for a streamlined 2-step loan approval app in collaboration with MX, aimed at demonstrating how financial data can simplify and accelerate lending decisions. The experience prioritized ease of use and transparency, guiding users through secure account aggregation and instant eligibility checks with minimal friction. The interface emphasized clear progress indicators, intuitive forms, and reassuring microcopy to build trust and reduce abandonment. The result was a clean, mobile-first prototype that showcased how data-driven design can create a faster, smarter loan approval journey.

    •    Streamlined User Flow – Designed a minimal two-step process focused on reducing barriers, allowing users to connect their financial accounts and receive instant loan eligibility results with minimal friction.

    •    Mobile-First Interface – Prioritized mobile responsiveness and thumb-friendly interactions, ensuring a seamless and intuitive experience for users applying on their smartphones.

    •    Trust-Building Design Elements – Incorporated clear security messaging, reassuring microcopy, and visual progress indicators to instill confidence and encourage task completion.

    •    Smart Data Integration – Leveraged MX’s real-time financial aggregation capabilities to auto-populate application fields and deliver immediate loan decisions, reducing manual input and user frustration.

    •    Clean, Modern Aesthetic – Applied a fresh visual style with simple forms, bold CTAs, and accessible color schemes to create an experience that felt fast, trustworthy, and easy to navigate.