YBEX APP

YBEX APP

YBEX APP

YBEX is a Hong Kong–based financial technology company that operates a marketplace for foreign exchange services. The platform helps individuals and businesses compare providers and lock in competitive exchange rates for currency exchange, remittance, and cross-border payments.

Client

Role

Product Design UI & UX Design Visual Design

Industries

Finanical

Date

2017

Dashboard Sidebar Close Up
Dashboard Sidebar Close Up
Dashboard Sidebar Close Up

Role & Team

I worked as a product designer on this project, responsible for visual design, UI/UX design, and overall product design. I collaborated closely with internal stakeholders to define priorities, refine the experience, and align design decisions with business and user needs.

Project Goal

The goal of the project was to address common challenges in global payments while improving the overall usability of the app. The focus was on making the experience clearer, more intuitive, and more efficient for users who needed to quickly check exchange rates and complete transactions with confidence.

Full Dashboard
Full Dashboard
Full Dashboard

Target Users

The primary users were travelers and individuals looking to find and book the best foreign exchange rates. These users often needed fast access to live rates and a simple, trustworthy flow for sending payments across borders.

Extracted currency modules
Extracted currency modules
Extracted currency modules

Research & User Flow

Based on competitive research and stakeholder interviews, we identified two core product functions that mattered most to users: checking live exchange rates and sending payments. Rather than expanding the feature set, the design focused on strengthening these essential flows.

One of the main usability issues was the complexity of the existing experience, which required users to complete up to eight steps to send a payment. I redesigned the information architecture and user flows to simplify navigation, reduce unnecessary steps, and create a clearer sitemap. This resulted in a more streamlined experience that allowed users to complete key tasks more efficiently.

Full Dashboard with Sidebar
Full Dashboard with Sidebar
Full Dashboard with Sidebar

Project Learnings

This project highlighted the challenge of differentiating a financial product in a crowded market while maintaining simplicity and clarity. A key learning was the importance of prioritization—working with leadership to reduce feature bloat and focus on improving the quality of core experiences rather than adding new functionality. This shift helped create a more focused, user-friendly product that better met user expectations.

© Copyright 2026 by Julia Lam.

© Copyright 2026 by Julia Lam.

© Copyright 2026 by Julia Lam.

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