●UX/UI Design Case Study · FinTech · Corporate Financing · Switzerland

Gecko Money — Web App & Landing Page

End-to-end UX/UI design of Gecko Money — a Swiss B2B fintech platform for managing corporate bank accounts, comparing Firmenkredit and Factoring offers from top Swiss institutions (UBS, Pictet, Credit Suisse), and controlling all fundings and Transferwise transfers in one intelligent dashboard.

Client

Swiss Startup · Gecko Money

My Role

UX/UI Designer

Platform

Web App + Landing Page

Deliverables

Pitch Deck · Product Demo

Gecko Money Web App thumbnail
Gecko Money Web App dashboard

Project Context

Gecko Money is a Swiss B2B fintech platform that lets entrepreneurs manage all their corporate bank accounts in one place. The platform aggregates Firmenkredit (corporate loans) and Factoring offers from leading Swiss institutions — UBS, Pictet, Credit Suisse, Rocket Capital, AVV Factoring — alongside an integrated Transferwise transfer module and a bank messaging system.

"Manage your bank accounts with GeckoMoney."

The platform's core promise — intelligent technology that brings all corporate financing and banking into a single, simple dashboard — shaped every design decision, from the offer comparison tables to the credit repayment charts.

Scope: two products designed end-to-end. The web app platform — Dashboard (offer tables, credit charts, Transferwise transfers, messaging), Offers sub-pages (Firmenkredit, Factoring), Transfers, Settings — and a full marketing landing page featuring a hero, Intelligent Technology section, feature showcase ("Request an Offer"), app CTA, client testimonials, and a multi-device sign-up section.

Role and Responsibilities

As UX/UI Designer, I owned the full design process — from discovery and market research through information architecture, UI system design, prototyping, and final handoff to the development team.

Information Architecture

Structured the full platform and landing page from zero — defining the navigation model, user flows, and content hierarchy around the entrepreneur's financing journey.

Unified Design Components

Built a shared component library covering the web app platform and marketing landing page — data tables, charts, offer cards, and a consistent trust-building visual system.

Interaction & Flow Design

Designed the comparison flow, digital application, KYC verification, control dashboard, and all micro-interactions across the platform.

Landing Page & Dev Handoff

Designed the full conversion-focused marketing landing page and delivered annotated, developer-ready specs for both the web app and landing page.

Problem Definition

Long Waiting Times

SMEs requesting Firmenkredit or Factoring from banks like UBS or Credit Suisse faced weeks of waiting — scheduling appointments, chasing advisors, and receiving decisions long after the business window had closed.

Hours in Advisor Meetings

Just to understand what was available — Firmenkredit vs Factoring, UBS vs Pictet — required lengthy advisor sessions that cost entrepreneurs hours of irreplaceable time.

No Way to Compare Offers

Without a platform like Gecko Money, there was no transparent way to compare conditions and terms from UBS, Credit Suisse, Rocket Capital, and AVV Factoring side by side.

Fragmented Digital Experience

Kredit tracking, Transferwise transfers, and bank messages lived in six separate portals. Entrepreneurs had no single dashboard — leading to missed payments, forgotten offers, and lost communication threads.

Research & Personas

Research into the corporate financing journey in Switzerland and Germany revealed three core entrepreneur archetypes — each shaping a different set of design priorities.

🏢

Marco Berger

SME Owner · Zurich

"I need Firmenkredit to refinance equipment. I called UBS and Pictet separately — they each told me something different and I still have no idea which offer is better."

Core Goals

  • Compare Firmenkredit offers in one place
  • See offer terms & conditions clearly
  • Apply without visiting a branch

Pain Points

  • No transparent market overview
  • Weeks waiting for bank callbacks
  • No way to compare offers across institutions
🚀

Jana Fischer

Startup Founder · Berlin

"We use Factoring to manage cash flow but I'm doing it all by email. I want to see all my factoring offers digitally and track repayments in a dashboard."

Core Goals

  • Digital Factoring offer comparison
  • One dashboard for all financing
  • Mobile-first application flow

Pain Points

  • Entirely paper and email-based
  • No repayment visualisation
  • Can't see interest vs. principal split
📊

Thomas Müller

Finance Director · Basel

"I manage a corporate credit line, Transferwise payments, and several factoring arrangements. I want one screen showing it all — status, conditions, and upcoming obligations."

Core Goals

  • Unified view of all bank accounts
  • Credit chart with clear repayment schedule
  • Bank messaging in one inbox

Pain Points

  • Six separate bank portals
  • Manual repayment tracking in spreadsheets
  • Transferwise completely disconnected

Design Process

Click each phase to expand details & artifacts

UX design process and wireframing

User Flows

Key interaction flows designed for the Gecko Money platform — visualising the step-by-step screens users move through to complete core tasks.

01

Flow

Onboarding / Register

Step 1 / 5
Landing / Entry

Minimal Entry Point

The registration opens with a single clear CTA — reducing friction for SME owners arriving from the landing page and letting them explore offers before committing.

1
Landing / Entry

Landing / Entry

2
Account Details

Account Details

3
Business Info

Business Info

4
Verification

Verification

5
Complete

Complete

Key Design Decisions

01

Unified Control Dashboard

The central dashboard aggregates Firmenkredit offers, Factoring offers, Kredit UBS credit charts, Transferwise transfer history, and a bank messaging inbox — all visible at a glance without switching tools.

02

Offer Comparison Tables

Side-by-side comparison tables for Firmenkredit and Factoring products from UBS, Pictet, Credit Suisse, Rocket Capital, and AVV Factoring — displaying term, conditions, and a direct Details link per offer.

03

Credit Repayment Charts

Interactive interest/principal visualisation for each active credit line — showing the full repayment breakdown and schedule in a clear chart, making complex loan terms immediately understandable.

04

Transferwise Integration

A dedicated Transferwise transfer module showing date, account, and currency per transaction — bringing cross-border business payments directly into the corporate finance dashboard.

05

Bank Messaging System

Integrated messaging inbox connecting entrepreneurs directly with partner bank representatives — replacing scattered email threads with a structured, in-app communication channel.

06

Multi-Device Request Flow

The "Request an Offer" flow was designed to work seamlessly across desktop, tablet, and mobile — as showcased in the landing page device mockup section targeting Swiss and German SME owners.

07

Marketing Landing Page

The marketing landing page leads with "Manage your bank accounts with GeckoMoney" hero, followed by feature highlights, step-by-step offer request flows, client testimonials, and a conversion-focused multi-device CTA.

08

Light-First Visual System

The platform uses a clean white/light theme with a dark sidebar navigation and teal/cyan accent colour — projecting professionalism and trust for Swiss SME clients, reinforced by real partner bank logos (UBS, Pictet, Credit Suisse).

Final UI Design

A B2B corporate financing platform combining a powerful control dashboard, digital application flows, and a conversion-focused landing page — all designed for Swiss and German entrepreneurs.

Gecko Money — Web App Dashboard
Gecko Money Web App product screenshot
Factoring DetailDetailed factoring offer view — conditions, partner bank info, and one-click application.
Gecko Money Factoring Detail
Firmenkredit DetailCorporate loan detail screen — full breakdown of term, interest, and repayment schedule.
Gecko Money Firmenkredit Detail
LoginMinimal entry point with a single clear CTA — reducing friction for SME owners arriving from the landing page.
Gecko Money Login
MessagesIn-app messaging hub connecting entrepreneurs directly with partner bank representatives.
Gecko Money Messages
OffersSide-by-side comparison of Firmenkredit and Factoring offers from UBS, Pictet, Credit Suisse, Rocket Capital, and AVV Factoring.
Gecko Money Offers
Selection CardsProduct selection step — guiding entrepreneurs to choose the right financing type before entering the application flow.
Gecko Money Selection Cards
SettingsAccount and platform settings — profile, notifications, and connected bank accounts management.
Gecko Money Settings
TransfersIntegrated Transferwise module — listing all business transfers by date, account, and currency in one unified view.
Gecko Money Transfers

Outcome / Impact

The Gecko Money design delivered a fully realised product: a light-themed web app dashboard aggregating Firmenkredit and Factoring offers from UBS, Pictet, Credit Suisse, Rocket Capital, and AVV Factoring — with credit repayment charts, Transferwise transfer management, and an integrated bank messaging system — all designed and handed off from scratch.

The companion marketing landing page presented the platform's Intelligent Technology value proposition across a full conversion funnel: hero, feature highlights, step-by-step offer request demo, app CTA, client testimonials, and a multi-device sign-up section targeting Swiss and German SMEs.

The platform targets a large market of SMEs in Switzerland and Germany — a corporate financing landscape where the vast majority of companies still rely on traditional, paper-heavy bank processes. The design was built to scale across both markets with a free-to-customer model backed by bank provision revenue.

CH+DE

Markets Targeted

2

Products Designed

★

Delivered as Pitch Deck for Client

5

Core Platform Modules

"

Finally a platform where I can see Firmenkredit and Factoring offers from UBS, Pictet, and Credit Suisse side by side, track my repayments in one chart, and message the banks directly — without switching between six different portals.

GM

Client Feedback

Swiss Startup · Gecko Money

Let's Build Something Great

Interested in working together on a fintech product, B2B platform, or web application? I'd love to hear about your challenge — I typically respond within 24–48 hours.