Fintech B2B B2B2C

Autoscribe

I led research, design, and front-end engineering for PayWeb360, a new payment platform designed to simplify secure online transactions for highly regulated industries such as law firms, government, and financial organizations.

  • Fintech system creation

    Collaborated across product, engineering, and leadership to deliver a first class payment platform.

  • Senior UI/UX Designer

    My focus as lead UX was on creating a seamless customer experience across the Autoscribe suite of fintech SaaS products.

PayWeb360 product design and development
Dashboard of the MVP PayWeb360 on a mobile device showcasing a complex multi-tenant account. Clients are given the ability to customize the customer experience extensively based on their industry needs.
  • 6 Months to MVP launch
  • 120+% Increased payment completion
  • $2B Payment volume
Challenge

Delivering a modern experience for highly regulated industries

Regulated payment industries faced significant friction in their existing payment flows, resulting in low conversion rates and frustrated end-users. The goal was to develop a modular, whitelabeled solution that addressed unique client needs, complied with strict legal regulations, and drastically improved payment performance.

Process

In just 6 months, the B2B2C payment platform MVP was launched by:

  • User Research: Conducted empathy-driven research to identify pain points and desired outcomes. Clients were interviewed extensively to identify important features for their operation. Target demographic users were surveyed to gain insights into their preferred processes and terminology.
  • Wireframing & Prototyping: Iterated rapidly to validate key user stories guided by data from testing.
  • User Testing: Demonstrated measurable gains in conversion during iterative rounds of testing, boosting client confidence before development began.
Fintech Make Payment screen on a mobile device
The Make Payment screen was prioritized as the most critical point in the user journey. Users would sign directly into this screen having all information preloaded with smart inputs while remembering user preferences.
Video demonstrating an early MVP release on a multi-tenant account type with added security features for disclaimer verification and passwork re-entry.
Solution

Payments in as few as 3 clicks

  • Simplified Payment Flow: Redesigned the payment process to allow users to securely log in, make a payment, and confirm in as few as 3 clicks.
  • Intuitive UX: Eliminated industry jargon and streamlined the interface, ensuring the payment experience was modern, accessible, and efficient.
  • Data-Driven Optimization: Gave guidance of 80% improvement to payment completion conversion based on testing but exceeded expectations with a 121% increase on average, with some clients experiencing over 200% improvement.
Fintech payment product user flow
The user flow was streamlined to traverse from login to completed in as few clicks as possible.

Key features delivered 🚚

  • Mobile-first design & development
  • Whitelabel theming engine for client customization
  • Full localization and multilingual support
  • Customizable client disclaimers for strict regulatory compliance
  • ADA/WCAG 2.1 AA compliance for accessibility
  • Data preloading to improve loading speeds
  • Advanced browser fingerprinting for enhanced security