Summit Finance
Modernized the platform with streamlined dashboards, stronger trust signals, and simplified financial insight delivery.
The Challenge
Summit Finance needed a platform that felt secure, credible, and easy to understand. Their previous UI relied heavily on text, lacked structure, and overwhelmed users with information.
Dense content causing confusion
Poor emphasis on trust signals
Hard-to-read dashboards
Weak hierarchy for key actions
The Solution
We modernized the interface with simplified layouts, clearer typography, and stronger trust indicators. Dashboards were redesigned to highlight the most actionable insights and reduce cognitive load.
The Result
Users now navigate with confidence, and Summit Finance reports better engagement across tools and dashboards, boosting client trust.
Increase in dashboard usage
Higher client onboarding completion
Stronger perceived credibility
