FinTech · B2B · Employee Experience

Employees Knew Their
Numbers Existed.
They Still Avoided Them.

A B2B FinTech portal redesigned around one insight: people disengage from financial tools not because they don't care — but because the information feels threatening. Every decision in this project traces back to that.

Role
Product Designer & UX Researcher
Industry
FinTech / B2B Enterprise
Audience
Employees & HR Managers
Status
Active Agile Development
Employee Portal — B2B FinTech Platform
The Problem & Research

A fragmented
employee reality

Modules Salary Pension Attendance HR Platform Desktop Mobile
Before — 3 separate systems
Salary Portal Login #1
Pension System Login #2
HR Platform Login #3
⚠ No unified view ⚠ Data silos ⚠ Context switching ⚠ Trust breakdown
Design
Challenge
After — one unified portal
Employee Portal
Salary Pension Attendance HR
Desktop Mobile
User Interviews · 12 sessions
Sara K.
Finance Dept · 8yr
"I open 4 tabs just to answer one question about my pay."
Salary Desktop
Roni A.
New Employee
"I opened my salary on the train. Everyone could see the numbers."
Salary Mobile
Yael M.
HR Manager
"Pension data is there but nobody understands what they're looking at."
Pension HR
What Research Shaped

Three findings.
Three design directions.

Salary Mobile
Finding
38% avoided the app in public spaces
Users developed a habit of not opening the app around colleagues or strangers. Salary data was permanently visible on open — with no way to control it.
Led to: Privacy Toggle
Pension Desktop Mobile
Finding
Pension: highest dropout, highest return rate
Users cared about pension — they kept coming back. But every visit ended early. The interface presented all data at once, overwhelming users before they could engage.
Led to: Progressive Disclosure
Salary Pension HR
Finding
3 portals, no shared state — trust eroding
Users couldn't verify whether the numbers they saw were current. Payroll on one platform, pension on another — with no visible connection between them.
Led to: Unified Portal Architecture
Core Innovation #1
Salary Desktop Mobile
Privacy by Design

The Salary Lobby &
Privacy Toggle

Research shaped a lobby that centralizes the employee's entire salary management in one place — giving them clear status, full control over their data, and the confidence to open the app anywhere.

From the research
"I always feel stressed opening my salary slip on the train. You never know who's looking." 38% of participants reported avoiding the app in shared spaces — not occasionally, but habitually. The lobby had to be designed around that reality.
Privacy Mode ON
Click the toggle to reveal the numbers
Salary Lobby — Privacy Mode
What the lobby delivers
Centralized View
Net salary, gross, deductions, pension contributions and vacation days — all visible in a single lobby, without navigating between portals.
Real-time Status
Each payslip, contribution, and transaction shows its current processing state — so employees always know what's been received and what's pending.
Ownership & Control
Users can verify whether their pension contributions and funds were actually transferred — moving from passive recipients to active managers of their own money.
Forward-Looking Value
Salary trend charts and annual projections give employees a view into their financial trajectory — creating a motivation layer for growth within the company.
State 01 · Default
Hidden by Default
All financial values are masked on open. Not as a security gate — but because opening the app shouldn't require checking who's standing behind you.
State 02 · Interaction
One Deliberate Gesture
A single toggle reveals everything. The interaction had to feel like an intentional choice — users in control of their own visibility.
State 03 · Revealed
The App Remembers, Then Forgets
Data stays visible during the session. On close or background, it resets automatically — protection without any manual effort.
Core Innovation #2
Pension Desktop Mobile
Information Architecture

Progressive Disclosure
for Pension Data

Pension had the highest dropout rate of any section. Users cared — they just couldn't navigate it. The solution was a 3-tier hierarchy that meets each user exactly at their level of intent.

1
Lobby Summary
One number: total balance. Users who feel reassured by the overview are far more likely to explore further. A gateway, not a summary.
2
Expanded Modal
Fund breakdown and monthly contributions — for the user who's just curious enough to look but not ready to commit to the full page. Skipping this tier created a dead end.
3
Deep-Dive Page
Charts, projections, documents, fund performance. By the time a user reaches here, they've chosen to be here — which is exactly what makes complexity stop feeling threatening.
Funds updated successfully in the payroll system
Update received on 12/08/25 · Applied to all requests
Request Status
View all
12
Sept
Ichilov Medical Center
Payroll computer · file update
Action Required
28
Nov
Rabin Medical · Beilinson
Request pending completion · Insurance
Pending
My Funds Updated Jan
▾ Pension
₪1,200.56
Monthly · 2025
Total accumulated
₪ 12,787.68
Deposited to this fund
₪1,200.56
Employee
₪ 45.3
Employer
₪ 256.3
Severance
₪ 256.3
View deposit details →
▾ Provident
₪1,200.56
Monthly · 2025
Total accumulated
₪ 12,787.68
Employee (6%)
₪ 45.3
Employer (6.5%)
₪ 256.3
Severance (6%)
₪ 256.3
View deposit details →
▾ Study Fund
₪600.56
Monthly · 2025
Employee
₪ 50.56
Total accumulated
₪ 12,787.68
View deposit details →
Total accumulated
₪57,256.56
Updated from January
Pension
₪ 45.3
Provident
₪ 256.3
Study Fund
₪ 256.3
Insurance
₪ 44.3
Pension forecast · 2025
Projected monthly trend
₪57,256.45
JanMarMayJulAugOctDec
What happened in every product since I started?
₪250,500
Based on 2 scenarios
Total deposited to pension since Oct 2012
₪120,500
By the employer · from 2012
Total deposited to study fund since March
₪1
1 deposit · from 2012
Hover to pause
Project Outcomes

Financial Data People
Actually Use

A B2B portal designed around one truth: when financial information feels safe and legible, people engage with it.

Privacy by Default
Users open the app freely — in public, on the train, in open offices. Data is hidden until deliberately revealed. The 38% avoidance behavior no longer exists as a constraint.
Pension Made Legible
Progressive disclosure turns the most abandoned section into a navigable journey. Users arrive at the depth they're ready for — and go further when they're ready for more.
One Source of Truth
Salary, pension, attendance, and HR data unified in a single portal. One login, consistent data state across modules. Users trust what they see because it all comes from the same place.
Modular by Design
Each module — Salary, Pension, Attendance, HR — was built as an independent unit. The architecture scales without redesign. New modules plug in without breaking existing ones.

"Financial information doesn't have to feel intimidating — it has to feel like it belongs to you."

Figma Agile / Scrum Usability Testing Design Tokens Rapid Prototyping
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© 2025 Maayan Leshem · Product Designer Employee B2B Portal — Case Study maayanleshem8@gmail.com