Transforming a unified digital platform for corporate debt management

Yubi
Web Experiences
Mobile Experiences
Fintech
India, Global
Yubi
Web Experiences
Mobile Experiences
Fintech
India, Global

Context

Yubi offers a unified platform for corporate debt lifecycle management, including co-lending, pool financing, bonds, and loans.

The redesign focused on simplifying complex investment journeys and unifying product experiences across web and mobile.

Goal

Our mission was to simplify complex investment workflows and restructure the digital experience for clarity and speed. The priority was to streamline navigation, optimize bond discovery, and create a more intuitive investment journey.

Outcomes

₹13+ Crore Investments Processed

by optimizing bond discovery and simplifying the investment journey

45% Market Share in MLDs

by improving usability and access to market-linked debentures

Improved User Adoption

through a more intuitive interface increasing investor confidence

Faster Onboarding Flow

by reducing friction in account setup and initiation steps

Comprehensive Deal Insights

Structured deal information with clear hierarchy, streamlining bond discovery and enabling confident, real-money investment decisions.

Interactive Performance Visualizations

Custom graphs and reporting simplify complex bond data, improving efficiency and providing actionable insights for investors.

Transparent Returns Estimator

Interactive return projections foster trust and credibility, helping users make informed decisions through clear, data-driven insights.

Real-Time Investment Tracking

Continuous updates and status visibility keep investors informed, ensuring smoother interactions and efficient management of active deals.

Comprehensive Deal Insights

Structured deal information with clear hierarchy, streamlining bond discovery and enabling confident, real-money investment decisions.

Structured deal information with clear hierarchy, streamlining bond discovery and enabling confident, real-money investment decisions.

Interactive Performance Visualizations

Custom graphs and reporting simplify complex bond data, improving efficiency and providing actionable insights for investors.

Custom graphs and reporting simplify complex bond data, improving efficiency and providing actionable insights for investors.

Transparent Returns Estimator

Interactive return projections foster trust and credibility, helping users make informed decisions through clear, data-driven insights.

Interactive return projections foster trust and credibility, helping users make informed decisions through clear, data-driven insights.

Real-Time Investment Tracking

Continuous updates and status visibility keep investors informed, ensuring smoother interactions and efficient management of active deals.

Continuous updates and status visibility keep investors informed, ensuring smoother interactions and efficient management of active deals.

The results

For Yubi, we transformed a complex investment platform into a unified and scalable user experience that strengthened trust, clarity, and usability across touchpoints.

Clarity

structured hierarchy, simplified workflows

Efficiency

optimized navigation, faster actions

Usability

intuitive flows, reduced friction

The Mobile App & Web App Experience

01
Educational
institutions
Educational Institutions
Scalable, plug-and-play systems for fast-moving tech environments.
education icon
02
Financial
institutions
Educational Institutions
Scalable, plug-and-play systems for fast-moving tech environments.
education icon
03
Healthcare
facilities
Educational Institutions
Scalable, plug-and-play systems for fast-moving tech environments.
education icon

Designed scales, charts, and ratio visualizations to make complex credit risk and default probability metrics instantly understandable.

Created a consistent, intuitive interface with clear hierarchy and touch-friendly interactions for streamlined mobile bond and investment flows.

Organized multiple products and workflows into a logical information architecture to reduce cognitive load and improve discoverability.

Crafted dashboards consolidating key metrics, deal status, and actionable insights with visual clarity to support quick decision-making.

Developed wireframes to define core flows, hierarchy, and interactions, ensuring an efficient and logical user journey on mobile.

Applied a clean, high-contrast design system with consistent typography, icons, and color to enhance trust and usability.

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