Fintech Platform

Research & Discovery

Identifying Pain Points

To understand user challenges and opportunities for improvement, we conducted:

• ‍Competitive Analysis – We analyzed industry best practices in financial software to identify common UX patterns and improvement areas.
• ‍Stakeholder Interviews – We collaborated with key teams (Credit, Customer Support, and Legal) to gather insights on user needs and operational inefficiencies.
• ‍Data Analysis with Amplitude Analytics – We tracked user behavior, identifying critical drop-off points in the financing request proces

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Design & Ideation
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From Insights to Solutions

With research findings in mind, we redefined the user registration and financing request flows, starting with low-fidelity wireframes. These initial concepts were validated with internal teams to ensure alignment between business objectives and technical feasibility. Once the structure was refined, we moved forward with high-fidelity UI design, focusing on clarity, efficiency, and ease of use.

Light Mode over Dark Mode

LATAM exporters are more accustomed to light interfaces, making navigation more intuitive. Following Jakob’s Law, users expect platforms to resemble familiar financial and government tools. Light mode also enhances clarity, transparency, and trust, aligning with industry standards. Given the platform’s data-heavy interface, a clean aesthetic improves readability, while also simplifying component maintenance, accessibility, and integrations.

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The Solution

A Faster, More Autonomous Financing Experience

We redesigned the platform with a focus on user autonomy, efficiency, and transparency, addressing key challenges through:

• ‍Self-service financial management – Users can now upload invoices, request financing, and register buyers independently, reducing reliance on support teams.
• ‍A streamlined application process – We eliminated unnecessary steps, optimized form fields, and improved navigation to make financing requests seamless.
• ‍Clearer information and transparency – Enhanced product descriptions, tooltips, and security messaging increased trust and reduced user hesitation.
• ‍Centralized communication – All user interactions, from support to transactions, are now managed within the platform, eliminating scattered touchpoints.
• ‍Expanded financial services – The platform now offers digital banking, insurance products, and a virtual wallet, positioning Marco as a comprehensive fintech solution.

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