Industry

Fintech

Year

2025

Client

AI Project - Figma Make

Designing a Brokerage System

AI Fast Demo to quickly explore product structure, workflows, and UX priorities for a complex fintech system.

AI tools were used to accelerate early layout generation and ideation, allowing more time to focus on system architecture, role-based UX, and decision-making flows. “An AI Fast Demo exploring how internal fintech platforms can support growth, operations, and compliance through role-based, action-driven UX.”

See Demo

See Demo

See Demo

Demo positioning

AI-assisted Back-office CRM demo for broker operations — focused on internal efficiency, error reduction, and compliance traceability.

Demo positioning

AI-assisted Back-office CRM demo for broker operations — focused on internal efficiency, error reduction, and compliance traceability.

Demo positioning

AI-assisted Back-office CRM demo for broker operations — focused on internal efficiency, error reduction, and compliance traceability.

 Problem Statement

Despite having powerful systems, internal users often struggle with:

  1. Information overload without prioritization

  2. Too many dashboards showing data, but not actions

  3. Frequent context switching between screens

  4. High error cost in support and compliance workflows


Target Users

  • Sales team

  • Marketing team

  • CS / Ops

  • Management


Functional Scope & Coverage of Demo


Functional scope