Digitize traditionally paper-based financial workflows
As a product designer, my goal was to design a seamless tool to subscribe to and manage PER contracts, while navigating complex regulatory, compliance, and integration constraints. I led the end-to-end design process — from discovery to delivery — in close collaboration with the CEO, CTO and two developers.
Design a desktop-first interface enabling digital subscription and management of Retirement saving plans.
Research & interviews
- I have continuously interviewed financial advisors from a partner company in order to understand their day-to-day challenges with PER subscriptions.
- I then facilitated UX workshops with internal teams to map out business goals, regulatory compliances, and align the team around key opportunities for automation and simplification.
Key Findings :
Advisors spent too much time deciphering PER legislation and fill out forms which slowed their sales
Identity verification and document compliance was a major technical point to explore.
Prioritization :
Focusing first on what would generate the most business impact while solving major user break points.
- Highest priority : Create the digital subscription flow for retirement plans contracts
- Mid priority : Build a dashboard to track commissions and contract data
- Nice to have : A tax simulation tool to support advisors during sales conversations
Shaping the product wasn’t a linear process...
...but rather a series of refinements
Design, test & iterate:
- Interactive prototypes for each feature, to test quickly with our users
- thanks to user feedbacks, feasibility checks, and team alignment.
Feedback from these sessions directly informed multiple UX improvements — including clearer guidance within forms.
Specifications
- In the form of user stories, providing to the development team accurate scope for each feature.
Scrum method
I worked closely with the CTO and developers to ensure alignment on feature scope and design quality.
I served as a bridge between design, tech, and external partners — particularly around critical API integrations with the insurance provider and the e-signature service.
As issues arose,
— for example, around the compliance of data formats returned by the API —
I actively coordinated with partners to adapt and preserve
- Regulatory compliance & integrity
- compliance of data formats returned by the API
At the end of each sprint
I managed quality assurance testing, validating both UI and compliance requirements in collaboration with the CEO and CTO.
Team
Parnership with
Delivered a functional MVP that started generating business immediately after release.
Over the course of this 7-month mission
I took a lead role to ensured that every design decision was grounded in real user needs and aligned with business goals.
By structuring the work into focused sprints, set-up a design system, driving stakeholder alignment, and managing the full design lifecycle — from discovery to release — I helped bring Monaliza’s first core product to market reduce frustration amoung stakeholders.
Discover my approach in my medium article
The result :
A compliant, intuitive subscription flow that enabled users to onboard clients with ease, and allowed Monaliza to start generating business within days of launch.
