UX strategy
Research and user flows for tasks people need to complete with confidence.
Home/Industries/Finance & Fintech
Banking, fintech & financial services.
Financial products have to feel simple and safe. We design clear digital experiences and build the marketing to match.
In short
Synctris works with banking and fintech products on UX strategy, interface design, design systems and web platforms, and supports them with trust-led marketing. Our product design work includes mobile and internet banking and a CRM and wealth management platform. Financial advertising is restricted on many platforms, so campaigns are planned around those rules.
What we do
Clear products, credible communication.
UI & design systems
High-fidelity screens and systems that stay consistent as a product grows.
Web platforms
Secure, scalable websites and platforms built by our engineering team.
Trust-led content
Plain-language explanations that help customers understand products.
Campaign planning
Paid activity planned around each platform’s financial services policies.
Dashboards
Reports that connect product and marketing data for decision-makers.
How it works
How we approach regulated products.
- Understand
We learn the product, its users and the constraints from your compliance team.
- Design
We map journeys, then design and test key screens.
- Build & launch
Our engineers build it, or we hand over to your team with a complete design system.
- Communicate
We create approved content and campaigns explaining the value clearly.
Who it suits
Teams with serious products to explain.
BanksMobile and internet banking experiences
Fintech startupsPayments and financial products finding their market
Wealth managementPlatforms for advisers and clients
Insurance & leasingCompanies simplifying complex products
See five product design projects in our private UI/UX case studies. Your compliance team should approve financial claims before anything is published.
Finance & Fintech FAQs
Still deciding? Book a 15-minute call.
Do you design banking and fintech apps?
Yes. Our product design work includes mobile and internet banking, plus a CRM and wealth management platform, covering research, user flows, wireframes, design systems and high-fidelity UI.
Can financial companies advertise on social media?
Generally yes, within each platform’s financial services policies and any regulations that apply to you. We check those requirements before planning a campaign.
Can you run ChatGPT Ads for a bank or insurer?
Not currently in Sri Lanka. At the time of writing, banking, insurance and leasing advertising on ChatGPT is limited to the US.
Do you work with our compliance team?
Yes, and we expect to. Financial claims and product details should be reviewed and approved by your compliance team before publishing.
