B2B Complex Finance Platform SaaS Design
Project Overview
RIVO by Surecomp is a comprehensive cloud-based platform which streamlines the management of trade finance for corporate clients. It provides a centralised hub for efficiently requesting, tracking, and securing trade and supply chain finance instruments, ensuring seamless coordination and control over trade finance activities.
My Role
UX/UI Design Lead, in close collaboration with product team leader and worldwide developers. I worked for 3 years on the project, maintained user-friendly experiences, attention to detail and improve overall usability.
Problem
Getting LCs, guarantees, and financing from banks can be slow due to paperwork-heavy processes. Many banks still rely on outdated, manual, or semi-automated processes for issuing and managing letters of credit (LCs), guarantees, and supply chain finance.
Solution
We digitizes workflows, reducing paperwork and processing times. Surecomp speeds up access to trade finance, offers automation and digital document handling. A multi-bank platform for trade finance management.
Workflow
Usability Validation
Research
Defining Business Goals
User Research
Ideation
Design
Brainstorming
Sketching & Wireframing
Design System Developing
User Flow
User Testing
App Map
Admin Login
Users Login
Authentication
Dashboard
Home
Register
Incoming
Export Deal
Outgoing Deal
Documentation
User Deal Flow
Signing
Banking Deal Execution Success
Sketches
Screens
User Interviews & Surveys
For RIVO project I conducted user interviews with trade finance professionals to understand their workflows, pain points and needs. These insights guided my UX enhancements to improve efficiency, usability, and overall user satisfaction.
Interview Questions:
User Background & Role
- What is your role in finance?
- How frequently do you use trade finance platforms?
- What are your main responsibilities in managing transactions?
Current Workflow & Pain Points
- What challenges do you face when managing transactions?
- Are there any manual processes you wish could be automated?
- How do you currently collaborate with other teams?
Experience with Rivo
- How intuitive do you find Rivo’s interface?
- Are there any features you find confusing or difficult to use?
- Have you encountered any errors while using the platform?
Desired Improvements
- What features or improvements would make your workflow easier?
- Are there any integrations or tools you wish Rivo supported?
- How can the platform better assist with regulatory compliance?
Overall Satisfaction & Adoption
- How satisfied are you with Rivo’s overall performance?
- How likely are you to recommend Rivo to a colleague?
- Would you prefer additional training to improve your experience?
Survey Questions
(Scale 1-5 or Multiple Choice)
1. How easy is it to navigate Rivo’s interface?
(1 = Very Difficult, 5 = Very Easy)
2. How satisfied are you with RIVO's speed & responsiveness?
(1 = Not Satisfied, 5 = Very Satisfied)
3. How effective is Rivo in reducing manual work?
(1 = Not Effective, 5 = Very Effective)
4. How often do you encounter errors or system issues?
(Rarely / Sometimes / Frequently)
5. Which feature do you use the most?
(Document Management, Transaction Approval, Reporting)
6. What improvements would you like to see in Rivo?
(Open-ended)
7. How likely are you to recommend Rivo to a colleague?
(1-10, NPS score)
Wireframes
Persona
David Klein
Trade Finance Manager
“I need a faster, automated way to manage trade finance while ensuring compliance and real-time visibility.”
Age: 42
Company: Leumi Bank
Location: Tel-Aviv, Israel
Experience: 12+ years in finance
Assertive
Energetic
Analytical
Tech-Savvy
Collaborative
Background
David is a Trade Finance Manager at Leumi Bank with 12 years of experience. He oversees letters of credit, guarantees, and supply chain financing,
Needs
Automated, real-time trade finance solution to ensure compliance, and improve transaction visibility.
Pain Points
Manual processes, slow transaction approvals, compliance complexities, and lack of real-time visibility.
Components
Look & Feel
Typography
Colors
UI Kit
Assets, icons, logos, chips, buttons & more.
Kpi's
Key Performance Indicators
KPI #1
Deals Rate Increase
KPI #2
Transaction Processing Time
