Financial Ecosystem

A modular platform built for financial institutions to manage lending, verification, and compliance workflows

UX Design UI Design Product Management In-product Regulation Compliance
Role Designer, Product Manager
Date May 2024
Preview Unavailable

01

How it started

Brief

The client needed a financial platform designed from scratch, covering three separate modules: insurance, KYC, and payment gateway. Nothing existed before this project started.

What it's supposed to do

Give financial institutions one place to handle document verification, compliance checks, and payment flows. Built to work across different financial products without rebuilding from scratch each time.

Why it was hard

Three modules, each with different rules and legal requirements, had to look and work consistently under one product. Scope was wide, timeline was tight, and the work had to hold up to financial regulation standards.

Risk

The project is currently paused due to regulatory and integration issues that came up before development started. All designs and technical documentation are finished and ready when the project resumes.

02

Paska’s Role

  • Sole designer and PM across all three modules

  • Designed all flows for insurance, KYC, and payment gateway from scratch

  • Built a shared component set that works across all three modules

  • Wrote the full technical documentation for the development team

03

Results

All 3 modules designed and documented in 3 months

Shared components built to work across multiple financial product types

All deliverables complete and ready for development once regulatory issues are resolved