INDUSTRY: FINTECH

| TIMELINE: FEB 2022 -APR 2023

Led design and crafted a unified brand ecosystem for a growing fintech

Brand study and analysis to build a cohesive and scalable brand experience for India's fastest unicorn fintech.

Role:

User Research, Business Analysis, Brand Research, Brand Identity and Application, Visual Language, Design Strategy, Marketing Strategy, Guidelines & Component Library, User experience, User Interface, Accessibility, Inclusive Design, Email Marketing, Powerpoint, Design Systems, Component library, Design Process, Mentorship, Social Media, Editorial Design

Team:

1 Design Lead (Me)

3+ Designers

3 Product Manager

2 Brand Lead

1 Chief Marketing Officer

5 Product Leads

Skills:

Brand Identity Design

Design Research

Design Language

Guidelines & Components

Visual Design

Editorial Design

Marketing Strategy

Mentorship

Email Marketing

UI/UX design

Design Research

Branding/ Visual Design

Motion Design

UI/UX design

Design Research

Branding/ Visual Design

Motion Design

Client: Yubi

Yubi is a fastest unicorn fintech company revolutionising the debt market with its comprehensive platform that connects borrowers, lenders, and investors. Founded in 2020, Yubi has experienced remarkable growth, facilitating over ₹1,40,000 Cr in debt volumes and serving 17,000+ enterprises and 6,200+ investors & lenders. Their core offerings span the entire debt lifecycle, including co-lending, supply chain finance, securitisation, and debt collection, catering to a diverse target market of enterprises, banks, NBFCs, and fintechs.

Hubo Fit, a fitness and wellness company based out of Bangalore, India. They specialise in providing personalised equipment rental solutions and expert personal coaching services to help individuals achieve their health and fitness goals.

Challenge & Opportunity:

As the lead of a three-person design team, I spearheaded Yubi's brand and product marketing design efforts. Collaborating closely with brand, product, and product marketing leadership, we aimed to create a cohesive brand experience. Following Yubi's rebranding, we faced challenges in audience connection, legibility, and accessibility. My team tackled these issues by developing creative solutions and building a scalable brand ecosystem capable of adapting to Yubi's rapid growth. We focused on improving the brand's visual identity, messaging, and overall user experience, resulting in increased brand awareness and customer engagement.

REFLECTIONS & IMPACT

Impact of the brand refresh

Working closely with product managers, product marketing managers across seven financial products, and the brand team, we conducted a comprehensive analysis and synthesis of Yubi's brand challenges. This brand exercise enabled us to significantly enhance Yubi's brand language across all print and digital channels, resulting in

30%

Increase in user engagement

There was a notable increase in user engagement across all digital touch points

60%

Reduction in Turn Around Time

Developed and maintained design system, guidelines and components that sustained 7+ principle financial products, significantly reducing TAT

43%

Increase in Click Through Rates

Yubi's email marketing campaigns saw significant improvements, with a measurable increase in click-through rates and a substantial reduction in drop-off rates.

Problem Breakdown

Observational and brand research of the current visual language

Following the rebrand launch, we focused on applying the new visual language to everyday materials, identifying key challenges in the process. We collaborated with product leads, managers, and our external design agency to gather feedback

BRAND RESEARCh

Assessing brand impact: a survey of customers and teams

In collaboration with the brand lead, to gauge market perception and brand effectiveness, we conducted a survey with 30 participants, including current customers and internal teams. This survey explored audience perceptions of Yubi's current visual language, brand reach, and communication effectiveness.

ACCESSIBILITY Considerations

Colour palette accessibility improvements

Our internal research and user feedback consistently revealed insufficient colour contrast, impacting legibility. My team analysed the existing colour palette, assessing its accessibility and revising it to meet WCAG standards. We explored numerous foreground and background colour combinations, identifying those with the highest contrast ratios for optimal readability.

UX-writting
UX-writting
UX-writting
UX-writting
UX-writting
UX-writting
UX-writting
UX-writting
UX-writting

EXtended Colour palette

Expanding the colour palette

The existing colour palette proved insufficient for several key business needs. For instance, the limited colour range hindered clear differentiation between report and chat data, a critical issue in the financial sector where data visualisation is paramount. Furthermore, the palette restricted the design and functionality of UI dashboards.

To address these limitations and effectively support a wider range of use cases, we expanded the palette. While introducing new colours, we prioritised maintaining brand recognition by leveraging tints and shades of existing hues. We also strategically added two new colours specifically for data visualisation and UI dashboards.

Brand APPlication / SOCIAL MEDIA

Crafting a new brand application for social media marketing

Informed by our research, we reimagined existing branding elements. We simplified the brand patterns and Yubi's underlying concept into a pattern of lines and dots, symbolising the connection between lenders, borrowers, and investors. Our updated visuals feature relatable photography showcasing our target audience and their aspirations, alongside industry-focused imagery. We also prioritised high contrast between text and backgrounds for improved readability.

Brand APPlication / Powerpoint

Improving information design to improve comprehension

We then focused on enhancing the information design and incorporating storytelling to create a more engaging narrative. This involved using more relatable photography, clearly articulating the brand's ethos and the meaning behind the three dots logo, and redesigning data visualisations with contrasting colours and simplified representations to improve accessibility for a larger demographic. Our research indicated a preference for lighter visuals within this demographic, so we introduced a light mode visual brand application to complement the existing dark theme and further enhance accessibility standards.

With the brand identity established, I developed a design strategy focused on the business's marketing and promotional channels. This included building both digital and offline asset libraries, translating the brand into targeted applications, and creating a resource library for Gauri to use in growing her business, while also addressing the unique resource constraints of small businesses.


Out of Scope: The website design is not considered in the project.

We then focused on enhancing the information design and incorporating storytelling to create a more engaging narrative. This involved using more relatable photography, clearly articulating the brand's ethos and the meaning behind the three dots logo, and redesigning data visualisations with contrasting colours and simplified representations to improve accessibility for a larger demographic. Our research indicated a preference for lighter visuals within this demographic, so we introduced a light mode visual brand application to complement the existing dark theme and further enhance accessibility standards.

design-system
design-system
design-system

Brand APPlication / EMAIL MARKETING

Optimising information design: a focus on engagement and accessibility

Our analysis of HubSpot email marketing performance data and user research revealed three key areas for improvement: accessibility, engagement (specifically click-through and conversion rates), and information design for complex financial analytics. To address these, we implemented several design changes. We simplified layouts and messaging, using grids and containers to break content into more digestible blocks. Relatable imagery was incorporated, and data visualisations were simplified to highlight the most relevant insights for user decision-making. Furthermore, we introduced both light and dark visual language layouts to address accessibility, incorporating high colour contrast, simple illustrations, and iconography to create more inclusive design language.

My team also created a component library for email modules, and in collaboration with a HubSpot developer, we built reusable templates within the platform. This reduced our turnaround time 60%.

With the brand identity established, I developed a design strategy focused on the business's marketing and promotional channels. This included building both digital and offline asset libraries, translating the brand into targeted applications, and creating a resource library for Gauri to use in growing her business, while also addressing the unique resource constraints of small businesses.


Out of Scope: The website design is not considered in the project.

Our analysis of HubSpot email marketing performance data and user research revealed three key areas for improvement: accessibility, engagement (specifically click-through and conversion rates), and information design for complex financial analytics. To address these, we implemented several design changes. We simplified layouts and messaging, using grids and containers to break content into more digestible blocks. Relatable imagery was incorporated, and data visualisations were simplified to highlight the most relevant insights for user decision-making. Furthermore, we introduced both light and dark visual language layouts to address accessibility, incorporating high colour contrast, simple illustrations, and iconography to create more inclusive design language.

My team also created a component library for email modules, and in collaboration with a HubSpot developer, we built reusable templates within the platform. This reduced our turnaround time 60%.

design-system
design-system
design-system
design-system
design-system
design-system

Brand APPlication / EDitorial design

Optimising editorial readability: Print & Digital design enhancements

Recognising the critical role of knowledge materials in Yubi's demand generation, we undertook a comprehensive redesign of flyers, brochures, and annual reports. This involved implementing clean layouts, establishing clear visual hierarchy, and addressing accessibility and legibility concerns. We transformed complex financial analyses into engaging data visualisations, and structured content hierarchically to improve comprehension. We applied the brand language strategy across all key marketing assets, from annual financial reports to product showcase brochures, ensuring a unified brand experience across digital and event marketing channels.

With the brand identity established, I developed a design strategy focused on the business's marketing and promotional channels. This included building both digital and offline asset libraries, translating the brand into targeted applications, and creating a resource library for Gauri to use in growing her business, while also addressing the unique resource constraints of small businesses.


Out of Scope: The website design is not considered in the project.

Recognising the critical role of knowledge materials in Yubi's demand generation, we undertook a comprehensive redesign of flyers, brochures, and annual reports. This involved implementing clean layouts, establishing clear visual hierarchy, and addressing accessibility and legibility concerns. We transformed complex financial analyses into engaging data visualisations, and structured content hierarchically to improve comprehension. We applied the brand language strategy across all key marketing assets, from annual financial reports to product showcase brochures, ensuring a unified brand experience across digital and event marketing channels.

design-system
design-system
design-system
design-system
design-system
design-system
design-system
design-system
design-system
design-system
design-system
design-system
design-system
design-system
design-system

Accessibility Improvements

Creating more inclusive editorial collaterals

To effectively reach Yubi's key audience in India's Tier 2 and 3 cities and the priority sector, we developed localised collateral. Working with a translator, we ensured accurate regional language content, expanding our reach to a diverse audience.

With the brand identity established, I developed a design strategy focused on the business's marketing and promotional channels. This included building both digital and offline asset libraries, translating the brand into targeted applications, and creating a resource library for Gauri to use in growing her business, while also addressing the unique resource constraints of small businesses.


Out of Scope: The website design is not considered in the project.

To effectively reach Yubi's key audience in India's Tier 2 and 3 cities and the priority sector, we developed localised collateral. Working with a translator, we ensured accurate regional language content, expanding our reach to a diverse audience.

design-system
design-system
design-system

BRAND APPLICATION - DIGITAL TOUCHPOINT

Improving digital experiences with brand language

The brand language was translated into tangible experiences across key digital touch points, such as the website and dashboards. We prioritised accessibility and legibility by meticulously applying gradients, tints, and shades, adhering to established guidelines. To enhance the user's ability to find relevant information, we redesigned the information architecture, creating a more intuitive and efficient discovery journey.

With the brand identity established, I developed a design strategy focused on the business's marketing and promotional channels. This included building both digital and offline asset libraries, translating the brand into targeted applications, and creating a resource library for Gauri to use in growing her business, while also addressing the unique resource constraints of small businesses.


Out of Scope: The website design is not considered in the project.

The brand language was translated into tangible experiences across key digital touch points, such as the website and dashboards. We prioritised accessibility and legibility by meticulously applying gradients, tints, and shades, adhering to established guidelines. To enhance the user's ability to find relevant information, we redesigned the information architecture, creating a more intuitive and efficient discovery journey.

design-system
design-system
design-system

REFLECTION

My Learnings & Key Takeaways

Strategic Brand Research for a Cohesive User Experience

A key learning from this project was the power of collaborative, user-centered research. Working alongside product and brand teams, I gained access to research resources that facilitated extensive user studies with over 30 participants. This process revealed critical insights into brand perception and language inconsistencies. By analysing and synthesising these findings, we were able to enhance the design language, ensuring greater accessibility and inclusivity. Additionally, we expanded our reach by creating localised content tailored to the unique requirements of Tier 2 and Tier 3 priority sectors in India.

Systematic Design Direction

To enhance cross-functional collaboration and address resource constraints, we implemented a systematic design direction. This involved establishing clear design processes, leveraging project management tools like Asana, and developing a comprehensive design system. Built upon our established design language, this system included an extensive component library and detailed guidelines, supporting over five core financial products. This initiative resulted in a 60% reduction in turnaround time and significantly improved visual consistency across all platforms.

Mentorship and Team Building

I spearheaded the development of a centralised design team, leading over five designers to support Yubi's marketing efforts. This role provided a valuable opportunity to mentor team members and conduct design workshops, fostering skill development and enhancing overall team performance.


2024 / Pratima Vaska / Based in California, USA

2024 / Pratima Vaska / Based in California, USA

2024 / Pratima Vaska / Based in California, USA