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Fin.peace – marketplace for managing financial assets
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Industry:

Fintech

Platform:

Web

Project length:

~ 5 months

Main tech stack:

React

Node.js

Redux

TypeScript & more

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About the project

We’ve created a web insurance marketplace* that makes managing insurance deals much easier and more efficient. Inside it, users can explore the policy’s quality & profitability, purchase safely and generate better revenues.

 

*Please note that the project’s name & the data provided in the visuals are changed deliberately due to the client’s confidentiality request

Goals & Challenges
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Project goals

Our customer is an established financial company, that wanted to innovate its business model and create a marketplace that would:

  • Make selling & purchasing financial assets easier

  • Enable tracking assets value through its lifecycle

  • Increase average asset price thanks to the effective marketplace

  • Grow the market share and retention rate with a better customer experience

Fulcrum's work
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What was done

  • Secure & effective marketplace
  • MVP to get user feedback
  • Web platform, which supports 2 roles: Sellers and Buyers
  • Admin panel for users, companies, and assets management
  • Landing page to introduce the platform
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Discovery flow

Scoping

1. Defining personas
2. Analyzing business processes
3. Describing user flows
4. Prioritizing MVP features


UX

1. Mindmap
2. Wireframing session
3. Low-fidelity prototype
4. Adaptive design


UI

1. Visual concept
2. High-fidelity prototype
3. UI kit & design system
4. Interactive prototype
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Buyer's flow

buyers flow
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Platform Functionality

Authorization

To provide rapid and, most importantly, secure authorization, we’ve integrated AuthO which allows users to log in easily & safely via their email or mobile number.

fin peace sign up

Marketplace

We’ve built two marketplaces – secondary and tertiary ones. The last one enables investors to check tertiary financial assets and add them to portfolios.

finpeace marketplace

Bids & purchases

To let users access assets quickly & efficiently, the platform offers a Bids & Purchases section.

finpeace bids and purchases

Servicing Dashboard

For asset holders, we’ve created a servicing dashboard that displays how the assets are being serviced.

servicing dashboard

In-Platform Communication

We added inner chat, client inbox, and notifications to enable communication inside the platform, inform users about any marketplace changes & prompt them to act.

fin peace chats

Reporting system

To ease up the user experience, we‘ve created a comprehensive reporting system with the insurance info.

reporting system
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Landing page

A responsive & functional landing page introduces the platform to new users and enables their registration & login.

fin peace landing page

fin peace landing page

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Admin Panel

Admin panel allows admins to manage users, create reports, audit logs & have full back-end access.

admin
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Tech stack

fin peace tech stack

Results
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Client's review

They’re good communicators, and they have a good process in place so it’s easy to follow exactly what they’re doing and understand their progress

CEO at Fin.peace