User-Centered Digitalization for Fintech products

Front-end Engineering Solution

context​

In the financial sector, operators face increasing complexity in managing investment certificates and client portfolios. Fragmented processes, outdated tools, and poor integration with external systems lead to inefficient operations, increasing costs and reducing service quality. The digitalization of the sector demands a platform that enhances operational efficiency, boosts client loyalty, and offers an intuitive, secure, and personalized user experience capable of building trust and credibility, thereby expanding the target audience and reaching a more diverse clientele.

UX Fintech

pain points

  • Excessive Operational Complexity: Manually managed processes with inefficient tools increase the risk of errors and management costs.
  • Difficulty of Access and Usability: Current solutions do not meet user needs, proving cumbersome and unintuitive.
  • Poor Integration with Existing Systems: Financial data originates from non-standardized internal and external sources, leading to data inconsistency and update challenges.
  • Lack of Transparency and Trust: Disorganized certificate management limits the ability to communicate clearly and reliably with clients.
  • High Support and Maintenance Costs: The complexity of processes and the use of outdated tools generate frequent support requests and operational inefficiencies.

solution

The platform has been designed and developed with a user-centered approach, focusing on user experience, operational efficiency, and scalability. The design process followed iterative phases based on research, prototyping, and testing, to ensure that every feature precisely met the needs of end-users. Today, it represents a one-stop shop that unifies previously fragmented tools, simplifying daily management for all user profiles, from advisors to portfolio managers.

  • User Research & Personas: Analysis of financial professionals’ needs, identifying pain points and expectations.
  • Wireframing & Prototyping: Clear navigation flows tested with real users.
  • Simple and Intuitive Interface: Reduction of onboarding time and human errors.
  • Process Automation: Elimination of repetitive manual operations through optimized workflows.
  • Smart Integration: Flexible APIs to connect with external systems and synchronize data without manual intervention.
  • Advanced Reporting Dashboard: Clear visualization of performance and risks for more informed management.
  • Iterative Design: Continuous adaptation based on feedback to ensure a fluid and effective interface.
  • Scalability and Multi-tenancy: A solution adaptable to diverse business needs, with targeted customizations.
  • Future-Proof Architecture: Ready to quickly accommodate new business requirements, anticipating market changes.
  • High Resilience and Performance: 24/7 availability across all time zones and the ability to manage user peaks without compromise.

The result is an accessible, scalable, and reliable solution that improves user productivity and offers a competitive advantage to adopting companies.

benefits

  • Reduced Operational Costs: Automation and simplified management reduce manual work time.
  • Increased Efficiency: Immediate access to reliable and up-to-date data, eliminating errors and duplication.
  • Tool Unification: From multiple applications to a single, integrated platform.
  • Greater Scalability: The platform adapts to different business models and user types.
  • Global Business Continuity: Constant operation, even under heavy load or in international contexts.
  • Expanded Target Audience: An intuitive interface facilitates adoption by less experienced users.
  • Improved User Experience and Loyalty: Simpler and more effective tools enhance user productivity and satisfaction.
  • Increased Trust and Credibility: Clear reports and transparent management boost the reliability of financial information.

RESULTS

In collaboration with the business, we have designed a technological solution as a growth engine for the business, capable of reducing costs, improving efficiency, and expanding the target audience.

  • Significant reduction in time required for certificate management, thanks to the digitalization of operational processes.
  • Substantial decrease in support requests, achieved through an optimized and more intuitive interface.
  • Measurable improvement in operational efficiency, supported by automated workflows and real-time analytical tools.
  • Enhanced user loyalty, fostered by more transparent management and clearer, more reliable communication.
Technology Stack and Key Skills

 

  • Cloud-Native Architecture and Microservices: Decoupled microservices with Kafka Streams for scalability and high availability.
  • Real-time Data Processing: Apache Kafka for instant processing, CQRS, and reactive architecture.
  • Scalability and Orchestration: Kubernetes and Docker for dynamic resource management and automated deployments.
  • Security and Compliance: OAuth 2.0, RBAC, HC Vault, TLS encryption, and advanced auditing.
  • Monitoring and Automation: Prometheus, Grafana, EFK (Elastic Filebeat Kibana) for operational visibility, CI/CD with GitOps and Helm/Helmfile.
  • API Integration and Interoperability: REST API, Kafka Connect for connecting with internal and external systems.

Do you want to know more about our services? Fill in the form and schedule a meeting with our team!