Design for Finance Data Management Platform
Leverage Itexus profound expertise to create a strong design solution for your business
Description
A web app for people working in the financial sector to create analytical models. The app uses AI-based predictive modules reflecting the credit cycles to automate decision-making in Finance. Unlike the traditional statistical approach when making one analytic model takes 2-3 months, the application enables users to build, test, and deploy multiple predictive financial models within just a few clicks.
Project scope
The app was designed a few years ago, and the client wanted to refresh the outdated interface. So in terms of user experience, our goals were to refresh the design, improve navigation, layouts, sorting, and pagination, and design new buttons.
This case study covers the design aspect of the project. To learn all other details about the project, please refer to the original case study.
Design Tools
Design Process
Discovery
- Technology consulting
- R&D
- Business analyst involvement
Implementation
- Concepts design
- Wireframing
- Mockups design
Launch and maintenance
- Documentation
- New features development
- Support
Highlights
Discovery
At the Discovery phase, our Business Analyst gathered the app’s crucial business objectives and discussed it with the Design Team. Then the client defined the three most used pages for the designers to focus on firstly.
Implementation
The next move was to create the concept of the app’s new design. For this, the Design Team implemented the Lean iterative approach. It enabled them to establish channels of communication with the client and therefore deliver artifacts on time and simplify and expedite concept approval.
Once the design concept was approved by the client, the designers got down to the prioritized app pages. Working on these pages, the Design Team had several consulting sessions with the Development Team. It allowed the teams to detect the potential bottlenecks in the early stages and prevent possible implementation issues.
Launch and Maintenance
For the Design Team the delivery plan implied going two sprints ahead of the Development Team. Such an approach enabled the client to review the design and propose changes and allowed the designers time to refine the mockups without blocking or interrupting the development processes.
The client, Business Analyst, and designers were involved in the change request process. All design changes were documented, and as a result of coherent work, the design was delivered and approved by the client in time.
Project Design Challenges
The app’s specific business goals posed a challenge for the Design Team as they needed to display a huge amount of financial calculations and results without affecting user-friendliness.
Another challenge for the Design Team was the lack of the client’s clear vision on what the app should look like. The client didn’t provide detailed requirements, just some ideas on what should be done.
The iterative approach helped to address these challenges and determine the right UI direction. After every iteration, the Design Team delivered concepts they had been working on during the iteration to the client for approval.
Results
The client enjoyed the refreshed app’s design as it matched all business and aesthetical requirements and was delivered in time. Besides, the client appreciated the separated product positioning in the major version of the app and decided to make it a new product feature.
Related Projects
All ProjectsCryptocurrency e-Wallet Application Ecosystem for a Global FinTech Enterprise
Cryptocurrency e-Wallet Application Ecosystem for a Global FinTech Enterprise
- Fintech
- Enterprise
Automated Stock Trading Platform
Automated Stock Trading Platform
- Fintech
- Enterprise
An automated, real-time trading system that allows administrators to configure trading strategies based on various technical indicators, and investors to invest their money in a selected strategy.
Mobile Banking App for Migrants
Mobile Banking App for Migrants
- Fintech
A mobile banking app for migrants designed to facilitate monetary transactions like financial help to families, getting paychecks early, microloans, etc.
Financial Data Analytical Platform for a Large Investment Management Company
Financial Data Analytical Platform for a Large Investment Management Company
- Fintech
- Enterprise
- ML/AI
- Project Audit and Rescue
AI-based data analytical platform for wealth advisers and fund distributors that analyzes clients’ stock portfolios, transactions, quantitative market data, and uses NLP to process text data such as market news, research, CRM notes to generate personalized investment insights and recommendations.
App for Getting Instant Loans / Online Lending Platform for Small Businesses
App for Getting Instant Loans / Online Lending Platform for Small Businesses
- Fintech
- ML/AI
- Credit Scoring
Digital lending platform with a mobile app client fully automating the loan process from origination, online loan application, KYC, credit scoring, underwriting, payments, reporting, and bad deal management. Featuring a custom AI analytics & scoring engine, virtual credit cards, and integration with major credit reporting agencies and a bank accounts aggregation platform.
White-Label Mobile Banking App
White-Label Mobile Banking App
- Fintech
- Enterprise
A white-label mobile banking application for a Silicon Valley-based digital banking services provider.
Wealth Management Platform
Wealth Management Platform
- Fintech
Wealth management platform connecting investors with a professional wealth-advisory company, allowing investors to answer a questionnaire and receive either a recommended model portfolio or a custom-tailored individual portfolio, that is further monitored, rebalanced and adjusted by a professional wealth-adviser based on the changing market conditions and client’s goals.
AI-Powered Financial Analysis and Recommendation System
AI-Powered Financial Analysis and Recommendation System
- Fintech
- ML/AI
The system uses machine learning techniques to process various content feeds in realtime and boost the productivity of financial analysts and client relationship managers in domains such as wealth management, commercial banking, and fund distribution.
Contact Form
Drop us a line and we’ll get back to you shortly.
For Quick Inquiries
Offices
8, The Green, STE road, Dover, DE 19901
Żurawia 6/12/lok 766, 00-503 Warszawa, Poland