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, while meeting strict regulatory and technical requirements.
Where to start ?
I began by conducting in-depth user interviews with financial advisors from a partner company, in order to understand their day-to-day challenges with PER subscriptions. These insights revealed a strong desire to focus more on client relationships and far less on complex compliance paperwork.I then facilitated UX workshops with internal teams to map out business goals, user pain points, 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 of features :
focusing first on what would generate the most business impact.
- A digital subscription flow for PER contracts
- A tax simulation tool to support advisors during sales conversations
- A dashboard to track commissions and contract data
Shaping the product wasn’t a linear process, but rather a series of refinements based on ongoing feedback, feasibility checks, and team alignment.
I designed interactive prototypes for each feature, which were tested with CGPs from a partner firm. Feedback from these sessions directly informed multiple UX improvements — including clearer guidance within forms.
I also wrote detailed feature specifications in the form of user stories, helping the development team accurately scope and build each feature.
Throughout development, 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 both regulatory integrity and user experience. In each release phases, 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 in transforming a complex, paper-based process into a streamlined digital product tailored to the needs of wealth management professionals. Through user research, iterative prototyping, and cross-functional collaboration, I ensured that every design decision was grounded in real user needs and aligned with business goals.
By structuring the work into focused sprints, driving stakeholder alignment, and managing the full design lifecycle — from discovery to release — I helped bring Monaliza’s first core product to market.
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.
