Fintech · Web & platform
Stratton Finance, made simpler.
A complete UX/UI redesign of Stratton’s customer website, quote tools and loan application, plus custom Salesforce interfaces for their brokers.
Overview
Modernising how Australians search, compare and apply for finance
Stratton Finance is a leading Australian vehicle and asset finance broker. As the UX/UI Designer in Stratton’s product team, I redesigned the customer-facing website and quote tools, improved the online loan application, and designed custom Salesforce interfaces to support broker workflows.
The work spanned user research, web and mobile interface design, and close collaboration with developers.
The challenge
A complex, multi-step journey on tools that couldn’t keep up
Stratton’s legacy tools struggled to keep up with user expectations, especially on mobile, and internal systems lacked cohesive UX. The challenge was to simplify the finance journey while making broker systems in Salesforce faster and easier to use.
Increase lead conversion and form completion through better public-facing UX.
Redesign Salesforce interfaces for faster, clearer broker processing.
Improve self-service usability to reduce support calls.
Keep branding and experience consistent across customer and internal platforms.
Build behavioural insights and accessibility standards into all UI.
Maintain a scalable design system for rapid iteration across teams.
Process
From research to release
Research & analysis
Interviewed customers, analysed form abandonment, and shadowed brokers in Salesforce to find pain points.
Experience mapping
Mapped the full journey from landing to post-application, alongside broker workflows from lead to approval.
Wireframes & prototypes
Rebuilt the quote and application flow step by step, and prototyped custom Lightning components for brokers.
Design system
Led a scalable, WCAG-compliant system across mobile, desktop and Salesforce Lightning.
High fidelity & iteration
Refined layouts with broker feedback: collapsible deal sections, status cues and colour-coded pipeline stages.
Development & handoff
Worked in Agile sprints with redlines, prototypes and annotated specs, then QA and user testing.
Results
Clearer, faster, and measurably better
Increase in lead conversions through Salesforce-integrated UX.
Reduction in user task time on the redesigned quote platform.
Fewer application form drop-offs, especially on mobile.
“Clear and fast”
Qualitative feedback from both customers and brokersImproved broker workflow efficiency with intuitive, custom-designed Salesforce Lightning components.
Tools
- Figma prototyping, design system, journey mapping
- Salesforce Lightning Design System
- Hotjar / Google Analytics
- Tableau
- Userbrain usability testing