Aim: Adoption and growth

This project involved a fintech software commissioned by a major banking client to clean the fragmented data provided by data vendors into transferable entities. Ultimately, it aimed to establish a unified data system that could be used across bank branches for fraud prevention and client identification. The specifications were tied to the major bank client who also provided feedback on the iterations. I came on board to lead the experience and branding improvement of the platform. Given the multi-permission level data validation process, which was largely performed manually by offshore teams, the platform needed to consider the human workload and be redesigned for low learning curve, utilizing as many familiarity as possible.

Work done:

Due to the already high number of tools and regulatory processes the bank employees needed to navigate, my work utilized gradual introduction to complexity for successful adoption. I researched and mimicked the structure of the already adopted tools, analyzing feedback from bank employees and synthesizing insights gathered from discussions with stakeholders. The hierarchy of functions was negotiated with internal stakeholders and representatives from the main client. The work arrived at a system of reusable interface modules, allowing integration of future plugins and adaptability to different banking clients.

• Complexity reduction
• Adoption optimization
• User-aligned product structuring
• Decision transparency
• Cross-functional alignment