Problem
A fintech startup with a legacy data platform was preparing to secure its first institutional banking client. To capture this critical contract, the platform required a modern user experience tailored to complex corporate actions processing and front-to-back office workflows.
The startup needed an MVP design that could demonstrate product viability to stakeholders, mitigate operational risks, and support their rapid deployment model.
Approach
I participated in collaborative client discovery workshops alongside the Director of UX to map enterprise journeys into foundational sitemaps and whiteboard concepts.
When the Director transitioned out of the company early in the project, I took over the day-to-day UX execution. Working closely with a visual designer who stepped into a leading role, I utilized low-fidelity paper prototypes for rapid conceptual validation and iteratively built out the wireframes for key functional areas.
Outcome
The redesign modernized the platform's interface, overhauled complex financial data hierarchies, and introduced structured search utilities optimized for handling exceptions.
By focusing on a white-label architecture designed to blend into an enterprise client's internal environment, the final deliverables provided a clean, scalable framework engineered to reduce user adoption friction and simplify institutional change management.
