Zogo Dashboard

Reinventing financial education, one game at a time.

Zogo is a fintech company based in Austin, we devote ourselves to financial literacy through gamified mobile app. Zogo has accumulated 1M app users from 2019, and we partner with over 250 financial institutions in the States, including Nasdaq and Amex.

My Role

I worked as a product designer at Zogo and was in charge of the B2B Dashboard design. My role is to iterate the dashboard design that fits the needs of 250+ financial partners, including onboarding, content management, account management, and appearance customization.

What I did?

UX/UI Design
User Flow & User Journey
Wireframe & Prototype
Cross-Functional Communication
Product Management

Time

Sep. 2022 - Now

Tools

Figma

FigJam

Loom
Linear

Outcome

Onboarding

Customization Feature

Problem Statement

Users

Financial Institution (Our Partners)

Product

B2B Dashboard

How might we create a low-touched onboarding for our partners to reduce the workload on Zogo’s Customer Success team?

How might we provide customization functionality for our partners to create a cobranding experience on their website?

My Approach

Solutions

Design an onboarding flow that allows our partners to create their institution’s profile and payment, upload logos and documents, and manage multiple users under one accou