- Industry:
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Fintech
- Platform:
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Web
- Project length:
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~ 5 months
- Main tech stack:
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React
Node.js
Redux
TypeScript & more
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
Project goals
Our customer is an established financial company, that wanted to innovate its business model and create a marketplace that would:
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Make selling & purchasing financial assets easier
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Enable tracking assets value through its lifecycle
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Increase average asset price thanks to the effective marketplace
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Grow the market share and retention rate with a better customer experience
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
Discovery flow
Scoping
1. Defining personas
2. Analyzing business processes
3. Describing user flows
4. Prioritizing MVP features
UX
2. Wireframing session
3. Low-fidelity prototype
4. Adaptive design
UI
2. High-fidelity prototype
3. UI kit & design system
4. Interactive prototype
Buyer's flow
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.
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.
Bids & purchases
To let users access assets quickly & efficiently, the platform offers a Bids & Purchases section.
Servicing Dashboard
For asset holders, we’ve created a servicing dashboard that displays how the assets are being serviced.
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.
Reporting system
To ease up the user experience, we‘ve created a comprehensive reporting system with the insurance info.
Landing page
A responsive & functional landing page introduces the platform to new users and enables their registration & login.
Admin Panel
Admin panel allows admins to manage users, create reports, audit logs & have full back-end access.
Tech stack
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
Tailor-made projects for our clients from various industries. Fulcrum’s cast-iron goal is to make functional and attractive products for brands and connect them with their audiences.
