Fintech Dashboards: Top 5 Lessons from Singapore’s Firms

As per a PwC report, 55% of FinTech companies in Singapore are concentrated in Payments, Web3, and RegTech sectors that are data-heavy, regulation-driven, and require rock-solid security.

 

In such high-stakes sectors, fintech dashboards aren’t just helpful tools — they’re the frontline of user trust.

 

They’re where first impressions are formed and decisions are made in seconds.

 

This blog unpacks 5 sharp dashboard design lessons from fintech businesses in Singapore. Each dashboard design strategy is illustrated through real fintech examples, and we close with a case study where we’ve applied these principles to drive real business results.

 

Let’s dive in.

 

5 Strategies for Designing Fintech Dashboards That Convert.

These dashboard design strategies are drawn from leading products in the fintech Singapore space—each one tested, actionable, and designed to reduce friction where it matters most.

 

1. Simplify Multi-Currency Clarity

Managing multiple currencies and international transactions is a core challenge for fintech products operating in Singapore’s payments & Web3 sectors.

 

Fintech Dashboards in these contexts must present complex financial data (like real-time balances, FX rates, & global inflows) in a way that feels simple, not overwhelming.

 

This is where visual hierarchy & context-sensitive dashboard design come in.

 

The goal is to give users the right amount of information at the right time, without clutter or confusion for a great fintech user experience.

 

For Instance, consider Airwallex, a global payment platform:

 

Their dashboard uses modular wallet cards to show the balance of a specific currency. What stands out is that each card includes quick-action buttons like “Transfer” or “Exchange” right within the card itself. So instead of navigating to a new screen, users can act directly from the data view.

Why it works: For users like finance managers or SME owners juggling multi-currency accounts, this design saves time and reduces effort. It allows them to process information and take action, all within a single glance.

2. Design Fintech Dashboards for Business Goals

Many fintech Singapore products serve SMEs and individual entrepreneurs—people who don’t have time to analyze complex financial graphs or interpret raw data.

 

What they need is clear guidance: what’s due, what’s available, and what’s next.

 

This makes goal-based fintech dashboards essential.

 

Instead of overwhelming users with charts and metrics, the dashboard should align with how business owners think — in terms of cash flow, repayments, and actionable steps.

 

For Example, Consider Funding Societies:

 

Their SME dashboard presents users with a clean overview of their loan portfolio, upcoming repayments, & smart alerts. Most importantly, when a user is eligible for a new loan, the “Apply for Loan” CTA appears contextually, right when and where it’s needed

Why it works: Founders don’t need to dig through layers of data on the dashboard — they get visibility into their current financial status and immediate access to actions that matter.

3. Use Smart Defaults to Guide Decisions

Fintech dashboards often assume users know what to do next, but most don’t.

 

Too many options can paralyze decision-making, especially in investment or savings-related fintech app design.

 

Smart defaults help guide users by suggesting pre-configured paths based on their preferences or behaviors. This builds confidence, particularly among first-time investors or users unfamiliar with complex financial products.

 

For Example, Consider Kilde:

Their dashboard offers investment options that are pre-filtered according to the user’s profile, risk appetite, time horizon, and amount. It also visualizes expected returns and offers toggles for features like “AutoInvest,” making it easier for users to engage with minimal friction.

 

Why it works: Instead of forcing users to build strategies from scratch, the dashboard supports them with intelligent defaults. These days, businesses also implement AI features in banking & fintech, such as personalized predictive dashboards. These can further improve usability, build trust, and reduce drop-offs during onboarding.

4. Customize for Different User Personas

In Singapore’s B2B fintech space, one product often serves multiple audiences — from SME borrowers to institutional lenders.

 

A single generic dashboard cannot meet all their needs.

 

Dashboards must now adapt based on user role, showing personalized data that is relevant and removing unnecessary noise. This is one of the top fintech UX strategies, which makes your platform feel tailored and builds long-term engagement.

 

For Example, Consider Validus:

Validus serves both borrowers and lenders. Their dashboard changes based on login context: lenders see portfolio performance, risk filters, & deal flow, where SMEs see loan status, required documents, and payment schedules.

Why it works: When users see what’s most relevant to them, they engage more often and complete tasks faster. Personalization in fintech dashboard design drives efficiency and satisfaction.

 

5. Prioritize Mobile-First Design

In banking & fintech, most Singaporeans have a preference for mobile banking over desktop, with 43% of them preferring communications through a mobile app.

 

Yet, many fintech dashboards are still designed with desktop-first mindsets! This leads to tiny buttons, hard-to-read graphs, and frustrating navigation on smaller screens.

 

But A mobile-first approach isn’t just about responsiveness. It’s about designing interactions, layouts, and hierarchies that work perfectly on mobile, where speed and simplicity matter most.

For Example, consider YouTrip, a travel wallet app:

 

YouTrip’s dashboard is built for mobile from the ground up. It features swipe gestures, tap-friendly summaries of spend, quick access to FX rates, and clear visual breakdowns of transactions.

 

Why it works: The interface feels native to mobile, not a scaled-down version of desktop. Its mobile-first design supports real use cases — like checking balances in line at an airport or topping up instantly before a trip.

ProCreator Case Study: How We Designed Fintech Dashboards for Zebpay

Objective:

As one of India’s pioneering crypto exchanges, ZebPay needed a user interface that could demystify crypto investing for beginners while offering strategic depth for seasoned traders. That’s where ProCreator stepped in with an innovative fintech design solution.

 

Solution:

Our solution consolidates key data—portfolio value, asset distribution, market trends, and recent transactions—into a single, intuitive dashboard view. Every visual element was crafted to help users assess performance at a glance and make quick, informed decisions.

 

Strategic Features We Focused On:

• Portfolio Overview: A sleek, dark-themed interface shows total holdings, asset-wise breakdowns, and ROI—all in one snapshot.
• Cross-Platform Continuity: Users can track their portfolios across devices without friction, ensuring accessibility from mobile or web.
• Real-Time Order Tracking: Integrated live updates on order status, prices, and performance allow users to respond instantly to market shifts.
• Personalized Trading Tools: The dashboard seamlessly connects to strategic tools, from watch-lists to trade analytics, empowering users to act confidently.

 

Result:

Higher engagement, tons of new users, and an increase in app downloads!

 

It’s one of our top fintech examples, where we bridged great design with business outcomes.

Final Thoughts: Build Fintech Dashboards That Drive Outcomes

Dashboards are where fintech products win or lose user trust in seconds. But building one that converts isn’t just about aesthetics—it’s about intent.

 

The most effective fintech dashboards do more than display data.

 

They guide users, adapt to diverse needs, and prioritize real-time, in-context actions. In a mature and regulation-forward market like Singapore, designing for decision-making is no longer optional—it’s your edge.

 

At ProCreator, we’re a UI UX design agency that brings this philosophy to every engagement. With 8+ years of fintech and SaaS experience, we’ve built 150+ solutions that drive real outcomes—from first-trade acceleration to retention gains.

 

If your dashboard is overwhelming users or failing to drive action, it’s time to reimagine the user experience.

 

Let’s turn your dashboard into a conversion engine. Reach out for a design consult.

 

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