Building a tool to make P2P transfers easier and faster in the US
Overview
How I used my experience in the Brazilian banking system to help an American company create a product to easily make transfers to anyone through their phone or email
Industries
Fintech
Year
2022
Old architecture and navigation (navigating from RFP's to Tasks). Because the platform treated different Deal states as separate concepts, they were spread across five different areas.
New information architecture - five different platform areas become one
The new navigation levels
The complete architecture and wireframes for each persona (admin, lender, and borrower), organized by navigation level
The architecture evolved as Bridge expanded into underwriting, closing, and servicing, while the Deal remained the shared context.