Graphic Design Checklist for Fintech Companies

Are you a fast-growing fintech startup? Here’s how you can leverage your design team to get the best visual design.

When it comes to running a startup, a lot of compromises can come at the cost of growth. And your branding and visual design is one thing you should spare no expense. As the experts, we’ve got something that will make your life easier. 

This graphic design checklist is your must-have guide to getting started with your visual identity. find the best tips to become a market leader in creative fintech design ideas. 


Why you need this checklist

A graphic design checklist helps all individuals involved in the project get organized and aligned. It’s easy to miscommunicate during big projects, so setting up for success can really go a long way. 

  • Unbottleneck designs for faster turnover
  • Receive higher quality materials with fewer revisions
  • Make sure everyone is on the same page
  • Plan ahead campaigns with on-spot executions

Fintech companies thrive in the unknown and constantly have to adapt to the new technologies that are entering the market. Checklists aren’t only for keeping everyone aligned, it’s also an anchor to keep you focused on your goals. 

Steps to prepare your checklist 

Checklists can be as detailed or as simple as you want. Here are a few key elements you shouldn’t miss. 

  • Company brand bible
  • Design project description and requirements
  • Monthly campaign and content calendar
  • Task division and deadlines
  • Project goals and performance metrics

It’s rare to go through a full project cycle without a few hiccups. Even the most meticulously planned projects can encounter internal problems. But with these tools at your disposal, you’ll be able to pivot with ease and scale your projects depending on any situation.  


10 Content Ideas For Fintech Companies

The fintech industry is a realm full of brilliant and innovative thinkers. Firms can complement their fresh ideas with equally creative, ground-breaking, and approachable design choices.

Fintech companies, because of the complex systems they work with, will often require simple designs that communicate a straightforward message.   

1. Branding and logo design

fintech design ideas

DotYeti Branding Project

Fintech companies need strong branding to stand out in a crowded market. Graphic design firms can help create a unique logo, color scheme, and visual identity that aligns with the company’s values and target audience.

2. Landing page design

fintech design ideas

DotYeti Landing Page Project

Fintech companies have a tendency to rely heavily on their websites to manage customer service and process transactions. Plus, landing pages are a great way to introduce a new service, convert leads, or simply convey information. 

3. Data visualization and infographic design

fintech design ideas

DotYeti Infographic Project

Next, fintech services often have to deliver complex data and financial information that can be difficult for users to understand. Where complex terminology ends, graphic design can fill up that disjointed communication line.

 Clear and compelling infographics and other data visualization materials can help users make sense of the advantages these services provide. 

4. Illustration and web icon design

fintech design ideas

DotYeti Web Icons Project

On the same note, custom illustrations and icons are also awesome visual aids, especially when used in conjunction with landing pages and information-heavy visual aids. A custom-made one is a great way to tailor-fit a concept into your brand. 

5. Animations

fintech design ideas

DotYeti Animation Project

Micro-animations and short GIFs can be an asset in the website, social media content, and other digital materials. Whether it’s to add emphasis or add spice to a design element, this format is something to consider. 

6. Promotional and instructional videos

Fintech companies may use videos and animations to promote their products and services, educate customers, or explain complex financial concepts. Now that short-form video content is getting 

7. Report and presentation design

DotYeti Infographic Project 

Fintech companies and startups have a lot at stake–especially in producing results for their investors. That’s why it can be extremely important to craft reports and presentations that communicate financial performance and corporate strategy to stakeholders. 

8. UI/UX design

Many fintech companies have mobile apps that allow users to access their services on the go. A graphic design firm can design an app interface that is intuitive, engaging, and consistent with the company’s brand.

Plus, companies need UI design to create attractive and functional interfaces for their products and services. These can include online banking systems, investment platforms, and other fintech products. If you want customers to stay loyal, having a seamless and intuitive user experience is also a must.

You can tap a design firm to create wireframes, prototypes, and user flows that optimize the user experience and improve conversion rates.

9. Social media content design

DotYeti Social Media Content Project

Like any startup business, fintech companies need to promote their services to attract growth. One of the best ways to reach out to your target audience is through social media. Regular posts, updates, and engagements with your key market can help you boost brand awareness.

Companies can also explore ads to get more leads. This is one of the most approachable fintech design ideas to get started with. 

10. Company merchandise design

Finally, companies need merch design. Whether it’s their company t-shirt and freebies or their physical products or packaging materials–they can outsource these requests to graphic designers. You can even get business cards, letterhead templates, and email signatures done. 


Startups have their own content and growth strategies. These fintech design ideas are just some inspiration for you to unlock the design potential of your business. 

Remember: A graphic design checklist will not just benefit your artists, but the whole operations of the business. 

These design capabilities are mostly available with DotYeti’s scalable graphic design service. We employ a team of expert designers to offer unlimited design requests and revisions for a flat monthly fee. 

Share your story with us so we can create a customized plan just for you. 


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