Toptal powers UX overhaul for fintech company, driving 45% faster user onboarding.
A fast-scaling fintech company partnered with Toptal to improve its compliance-driven SaaS platform, seeking specialized UX support to simplify complex user flows and prepare for product expansion.
Client
A US-based fintech company providing financing and benefits tools for small businesses and their employees.
Industry
Financial ServicesDelivered Services
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Schedule a CallChallenge
The company’s fragmented experience made it difficult for small business users to claim tax credits, resulting in high drop-off rates, excessive support needs, and workflows that couldn’t scale with new product lines.
Solution
Journey Redesign Strategy
Toptal conducted a full audit of the existing user journey, then collaborated with engineers and product leaders to redesign the tax credit flow using Figma prototypes, behavioral data, and agile sprints.
Lean UX Execution
Applying lean UX and progressive disclosure methods, Toptal built an intuitive experience that integrated tools like QuickBooks and Rippling, validated design assumptions, and minimized user confusion at every step.
Outcome
Higher Conversion Rate
The new flow drove a 46% end-to-end completion rate, reducing drop-off significantly and increasing customer success without additional support strain.
Faster User Onboarding
The improved design cut onboarding time by 45%, increased engagement, and laid a scalable UX foundation for future credit products and integrations.
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