Digitize traditionally paper-based financial workflows at Monaliza
As Monaliza's first product designer, my mission was to design a seamless subscribtion form and dashboard to manage PER contracts. For 7 months, I led the end-to-end design process — from discovery to delivery — in close collaboration with the CEO, CTO and developers.
Design a desktop-first interface enabling digital subscription and management of Retirement saving plans.
What our final users need ?
- I have interviewed financial advisors from a partner company in order to understand their day-to-day challenges with PER subscriptions.
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.
Mapping of constraints and expectations
I then facilitated UX workshops with C levels and tech team to map out :
- Business goals & roadmap
- Regulatory compliances
- operational constraints with the stack of the insurer issuing the contract
- Align stakeholders around key opportunities for automation and simplification
Key Findings :
In order to provide an efficient solution, the following challenges are essential :
Shaping the product wasn’t a linear process...
...but rather a series of refinements
Set-up of a design system
In order to improve the speed of design and development of both solutions, form and dashboard, we decided to implement Material Design system to match technical specificities. The alignment of the system design with the brand image was handled as lightly as possible so as not to add any unnecessary workload.
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.
Specification & Documentations
In collaboration with the lead developer, definition of legal and technical specifications in order to propose a user story consistent with the constraints of the form.
Formalisation into user stories on Jira and detailed tables in Notion.
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.
