Zafin Analytics: Modernizing Financial Institutions

How did we create a leading cloud platform for product and pricing lifecycle management​?

Industry

Banking & Financial Services

Platforms

Responsive Web

Expertise & Services

Data Design

Zafin is a worldwide leader in digital banking management services for financial institutions, empowering 35 global banks.
It modernizes banking systems by providing dynamic pricing, bundling, and rate management strategies for banks based on the market scenario, helping them increase revenue by improving their legacy infrastructure and customer experience.

The portal was challenged with insufficient user engagement and required UI that accommodated easier user navigation, and information display that prioritizes data to allow users to make better decisions while generating interest.

Think Design collaborated with Zafrin to bring this idea to life.

Zafin Analytics

Our Strategy

The Thinker Approach

We evaluated the project requirements and began aligning ourselves with the client’s vision.

After carefully examining the current platform, we conducted a thorough competitor audit to comprehend the industry norms.

We created the UX vision and strategy and recommended adopting the user-centric design methodology according to the scenario.

Insights We Drew/ Insights Inferred

During the initial stages of the project research, we learned about the limitations of the existing platform that required our expertise. The platform lacked accessibility to data which slowed down user journeys. This also impacted the quality of insights they could draw from the presented data.

Through primary focus and empathy mapping, we understood user needs. Additionally, using the inputs from stakeholders, we identified user pain points and goals that needed attention.

We used the information garnered from persona mapping to build key workflows for each category of the user.

Key Strategic Interventions

Improved Information Architecture

Optimizing the navigation, filters, and information grouping, establishing a robust information architecture for intuitive access to data.

Additional Value Prepositions Across The Dashboard

Incorporation of quick previews to data, widgets for easy information manipulation, and a comparison feature that lists down the advantages and disadvantages of an easy approach.

Fluid Framework and Navigation

Workflow-based storyboard, allowing for a fluid framework and navigation to maintain a standard resolution.

KEY FEATURES

01

Improved Reporting

We built a self-service portal for enhanced data viewing, giving the user an overview of the stats related to banking. This obliviates the need for blasts of canned reports to the user at regular intervals.

02

Effective Graphical Representation

With importance to information hierarchy, we designed visual representations of quantitative data with contextual information. This helped users grasp the information more efficiently, drawing insights instantly.

03

Easy Access To Relevant Data

Users can now view data that has been translated into actionable information, allowing them to draw daily insights to make key decisions. They can compare revenues of multiple regions, know revenue leakage for a product, make sure that profit targets are met, and more.

DESIGN ACTIVITIES

Consulting

Stakeholder
Workshop

Audit of existing
dashboards

Wireframing

Visual System

Front End
Development

Product Impact & Outcomes

The revamped data product portal of Zafin was launched in early 2018.

ZAFIN ANALYTICS DASHBOARD
Powering decision-making through analytics in finance
ZAFIN ANALYTICS DASHBOARD
Superior data design solutions for Zafin