Toptal helps fintech company improve onboarding and streamline client management.
A fintech company partnered with Toptal to improve its UX, simplify policy configuration, and provide greater visibility into business performance and customer engagement.
Client
A U.S.-based health-benefits platform simplifying pre-tax insurance funding for SMB employers nationwide.
Revenue
Industry
TechnologyDelivered Services
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The company’s platform had usability issues across the customer journey, a complex policy configuration process, and fragmented reporting, making it difficult to monitor performance and manage clients efficiently.
Solution
UX Redesign
Toptal conducted a comprehensive heuristic analysis to identify usability issues and guide the redesign of sign-up and onboarding flows, while refining UI components to improve consistency across the platform.
Simplified Workflows and Analytics
Toptal designed and prototyped a streamlined policy builder and developed a custom dashboard using JetAdmin and SQL to centralize real-time business and customer engagement metrics.
Outcome
Improved Onboarding Usability
The redesigned sign-up and onboarding experiences reduced friction in the user journey, while the simplified policy builder prototype established a more intuitive approach to policy configuration.
Efficient Client Management
The analytics dashboard consolidated business and customer information into a single source of truth, enabling faster, data-informed decisions and simplifying customer support and client management.
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