Finacle UX features that I have worked on
Finacle UX features that I have worked on
Finacle UX features that I have worked on
Here you can find some of the UX features that I have worked on for Finacle
(Global and Local Product)
Here you can find some of the UX features that I have worked on for Finacle
(Global and Local Product)
Here you can find some of the UX features that I have worked on for Finacle
(Global and Local Product)
Company
Company
Infosys
Infosys
Role
Role
Product Designer
Product Designer
Tools
Tools
Figma
Figma
Miro
Miro
Adobe After Effects
Adobe After Effects
Features Worked ON
Features Worked ON
Payment Onboarding
Payment Onboarding
Payment Onboarding
Forex Services
Forex Services
Positive Pay
Positive Pay
Alerts
Alerts
Check Printing
Check Printing
Finacle
Behind the Scenes…
Behind the Scenes…
Payment Onboarding
Payment Onboarding
PROJECT: NAM Corporate Banking
PROJECT: NAM Corporate Banking
Summary | Problem
Summary | Problem
Corporate banking payment initiation involved complex workflows , excessive decision-marking time, and high friction due to:
Corporate banking payment initiation involved complex workflows , excessive decision-marking time, and high friction due to:
Multiple steps scattered across screens
Multiple steps scattered across screens
Dense forms with poor information hierarchy
Dense forms with poor information hierarchy
Lack of guidance or clear onboarding
Lack of guidance or clear onboarding
Too many clicks and unclear grouping of data
Too many clicks and unclear grouping of data
Confusing navigation between payment types and options.
Confusing navigation between payment types and options.
Outcomes & Overall Input
Outcomes & Overall Input
Simplify and declutter the experience by bringing essential interactions upfront, reducing cognitive load, and improving clarity for faster decision-making.
Simplify and declutter the experience by bringing essential interactions upfront, reducing cognitive load, and improving clarity for faster decision-making.
Outcomes & Overall Input
Outcomes & Overall Input
POSITIVE Feedback from UAT & Clients
POSITIVE Feedback from UAT & Clients
Better structured UI and reduced learning curve led to faster onboarding and satification
Better structured UI and reduced learning curve led to faster onboarding and satification
REDUCED Steps
REDUCED Steps
Key payment methods and types are presented as visual options in a single view with categorized types (ACH, Wires, etc,.).
Key payment methods and types are presented as visual options in a single view with categorized types (ACH, Wires, etc,.).
INCREASED Task Completion Rate
INCREASED Task Completion Rate
More users successfully completed a transaction without needing help or abandoning the flow
More users successfully completed a transaction without needing help or abandoning the flow
ENHANCED Visibility
ENHANCED Visibility
All necessary form fields are clearly grouped and shown upfront, reducing the need to hunt for information.
All necessary form fields are clearly grouped and shown upfront, reducing the need to hunt for information.
Visuals
Visuals
Forex Services
Forex Services
PROJECT: NAM Corporate Banking
PROJECT: NAM Corporate Banking
Summary | Problem
Summary | Problem
Forex services, especially in corporate banking, were plagued with:
Forex services, especially in corporate banking, were plagued with:
Manual workflows (calls, emails, paper-based)
Manual workflows (calls, emails, paper-based)
Limited real-time access to forex market rates
Limited real-time access to forex market rates
Fragmented, hard-to-track contracts and transaction journeys
Fragmented, hard-to-track contracts and transaction journeys
High cognitive load and poor data visibility for decision matters
High cognitive load and poor data visibility for decision matters
Regulatory risk and operational inefficiencies
Regulatory risk and operational inefficiencies
Outcomes & Overall Input
Outcomes & Overall Input
Design a self-serve digital platform to empower users (Treasurers, Analysts, Finance Heads) to manage currency exposure, contracts, and transactions seamlessly - with real time data, automated flows, and customized dashboards.
Design a self-serve digital platform to empower users (Treasurers, Analysts, Finance Heads) to manage currency exposure, contracts, and transactions seamlessly - with real time data, automated flows, and customized dashboards.
MINIMIZED Cognitive Load
MINIMIZED Cognitive Load
Pre-defined favorites, tooltips, and visual hierarchy helps users understand and act faster.
Pre-defined favorites, tooltips, and visual hierarchy helps users understand and act faster.
STREAMLINED Flow
STREAMLINED Flow
Progress bar with steps (New Contract, Review, Done improves navigation and sets clear expectations
Progress bar with steps (New Contract, Review, Done improves navigation and sets clear expectations
IMPROVED UI Aesthetics & Engagment
IMPROVED UI Aesthetics & Engagment
Use of modern UI elements, intuitive icons and lighter layouts enhance engagement and trust.
Use of modern UI elements, intuitive icons and lighter layouts enhance engagement and trust.
REDUCED Manual Effort
REDUCED Manual Effort
Due to automation in RFQ, contract management, and real-time data availability.
Due to automation in RFQ, contract management, and real-time data availability.
Visuals
Visuals
Positive Pay
Positive Pay
PROJECT: NAM Corporate Banking
PROJECT: NAM Corporate Banking
Summary | Problem
Summary | Problem
Forex services, especially in corporate banking, were plagued with:
Forex services, especially in corporate banking, were plagued with:
Check usage is declining, yet it still accounts for 21% of payment value - making it's a high-risk channel for fraud
Check usage is declining, yet it still accounts for 21% of payment value - making it's a high-risk channel for fraud
ACH transactions are rising sharply and have become three times more vulnerable to fraud over the last decade
ACH transactions are rising sharply and have become three times more vulnerable to fraud over the last decade
Finance teams rely on manual processes to track, reconcile, and resolve check/ACH discrepancies-leading to inefficiencies and errors
Finance teams rely on manual processes to track, reconcile, and resolve check/ACH discrepancies-leading to inefficiencies and errors
Limited visibility into suspicious activity and lack of audit trails increase compliance and security risks
Limited visibility into suspicious activity and lack of audit trails increase compliance and security risks
Banks and corporates face financial loss, inefficiency, and trust issues due to the lack of proactive fraud prevention.
Banks and corporates face financial loss, inefficiency, and trust issues due to the lack of proactive fraud prevention.
Outcomes & Overall Input
Outcomes & Overall Input
By digitizing Positive Pay for both check and ACH workflows, banks can empower corporates with real-time fraud detection, exception handling, and process automation. This unlocks operational efficiency, new revenue streams and stronger risk control across markets.
By digitizing Positive Pay for both check and ACH workflows, banks can empower corporates with real-time fraud detection, exception handling, and process automation. This unlocks operational efficiency, new revenue streams and stronger risk control across markets.
BETTER Security
BETTER Security
Banks and businesses can now catch fraud before it happens whether it's changed amount, wrong payee, or fake transaction
Banks and businesses can now catch fraud before it happens whether it's changed amount, wrong payee, or fake transaction
LESS Manual Work
LESS Manual Work
No more entering check details one by one or searching Excel files just upload, review, and go.
No more entering check details one by one or searching Excel files just upload, review, and go.
FASTER Decisions
FASTER Decisions
When something looks wrong, the system alerts you right away, so you can approve or reject it quickly - no more long email trails.
When something looks wrong, the system alerts you right away, so you can approve or reject it quickly - no more long email trails.
MORE Control and Visibility
MORE Control and Visibility
Everything is trackable - what you uploaded, what got flagged, who approved what, It's all there in one dashboard for easy reference and audits.
Everything is trackable - what you uploaded, what got flagged, who approved what, It's all there in one dashboard for easy reference and audits.
Visuals
Alerts
Alerts
PROJECT: NAM Corporate Banking
PROJECT: NAM Corporate Banking
Summary | Problem
Alerts are automated messages that notify users about important banking events like debits, approvals, or password expiry.
Alerts are automated messages that notify users about important banking events like debits, approvals, or password expiry.
They come in two types - subscription-based (customized by the user) and non-subscription-based (sent to all users).
They come in two types - subscription-based (customized by the user) and non-subscription-based (sent to all users).
Subscription alerts are personalized, allowing users to receive notifications only for selected accounts or entities
Subscription alerts are personalized, allowing users to receive notifications only for selected accounts or entities
They enable timely actions by keeping users informed of critical events in real time.
They enable timely actions by keeping users informed of critical events in real time.
Alerts enhance security and transparency, ensuring users never miss key updates or required actions.
Alerts enhance security and transparency, ensuring users never miss key updates or required actions.
Visuals
Check Printing
Check Printing
PROJECT: Finacle OBMB
PROJECT: Finacle OBMB
Summary | Problem
Heavy reliance on vendors/banks causes delays and security risks.
Lack of in-house cheque management leads to inefficiencies
No centralized system for managing leads to inefficiencies
Manual processes increase errors, fraud and missed deadlines.
Corporates need full control over cheque operations
Visuals
Let's connect
Let's connect
Let's connect
Have a new project or just say hi? Feel
free to
Have a new project or just say hi? Feel
free to
@
2026
Rahul B