BB Consortium
End-to-End Product
Problem Statement
Contracting and managing consortium plans are often complex, bureaucratic processes. Bank clients faced convoluted journeys where a lack of clarity regarding rules, fees, and the status of meetings created uncertainty. Friction during the simulation and purchasing stages led to drop-offs, while a lack of visibility after the sale hindered the autonomous management of the investment.
Outcome
Design a consortium platform that transforms a complex financial product into an accessible, easy-to-manage consumer experience.
Simplify and bring transparency to the purchasing process, making simulations and financial terms instantly understandable.
Create an intuitive dashboard for managing plan shares, enabling seamless tracking of bids, payments, and meetings.
Reduce reliance on customer support channels by empowering users with clear, real-time information about their portfolio.
Objectives
Design a non-custodial platform that feels as approachable as a consumer app, without hiding the control serious traders expect.
Make key management and onboarding effortless and reassuring
Give a live dashboard for prices, portfolio value and performance
Keep buy, convert and trade fast, with transparent real-time fees across 15+ assets
KPI
Purchase flow conversion rate · Increased engagement with the quota management dashboard
Problem statement
During the 19 months dedicated to evolving the consortium portal, the most significant lesson was realizing that design within financial ecosystems extends far beyond the interface; it requires orchestration and a systemic perspective.
Working within multidisciplinary squads allowed me to refine processes vital to the product's health:
Strategic Alignment: Daily collaboration with Product Owners and Product Managers to ensure that complex business rules were seamlessly translated into a simple, straightforward user journey.
Frictionless Handoff: Structuring rigorous visual and technical documentation to ensure the minimalist design was fully understood and accurately executed by the development team.
Continuous Quality: Ongoing partnership with QA teams to validate flows across various scenarios, ensuring that quality control reflected the intended experience before the product reached the end customer.
