Designing a B2B Financial Platform from the Ground Up

OVERVIEW

I led the end-to-end product design of a new B2B financial platform built within an existing product ecosystem. The work spanned responsive web and a dedicated mobile application, combining operational workflows with tax, KYC/KYB, permissions, and complex financial states. Scope: Responsive B2B platform + mobile application Ownership: Product structure, UX/UI, workflows, design system Complexity: Tax, KYC/KYB, permissions, financial operations Outcome: Launch-ready product system aligned with engineering

YEAR

2026

ROLE

End-to-end Product Designer

About the project

A new business, not a reskin

The company was launching a new business within an established product ecosystem.

While an existing brand and component library provided a useful foundation, the new product introduced different users, business logic, financial operations, and regulatory requirements.

The challenge was to reuse what could accelerate delivery without inheriting assumptions that no longer fit. I owned the product design from product structure and workflow modelling to responsive web, mobile experiences, design tokens, and implementation alignment.



The challenge

The product combined three layers of complexity:

  • A new business built on inherited foundations

  • Compliance-heavy tax and KYC/KYB workflows

  • One product operating across responsive web and mobile

  • The existing design system could not simply be copied. Every pattern had to be evaluated against new user roles, information density, financial states, compliance requirements, and implementation constraints.


Mining Pool Flow


My role

End-to-end product ownership

Working directly with product and engineering, I was responsible for:

  • Product structure and information architecture

  • End-to-end user flows

  • Responsive desktop and mobile web

  • Dedicated mobile application

  • UX/UI and interaction patterns

  • Tax, KYC, KYB, permissions, and financial scenarios

  • Design-system adaptation and new components

  • Design tokens, light and dark modes

  • Component states, edge cases, and recovery paths

  • Continuous design-to-development alignment

  • The work was not a collection of individual screens. It was the creation of one coherent product system supporting interconnected workflows, roles, rules, and states.

Key Decisions and Trade-offs

Reuse the Foundation, Redesign the Logic

I treated the existing component library as a set of primitives rather than a finished solution.

Some patterns were retained, others were extended, and new product scenarios received purpose-built components.

Model Rules Before Designing Screens

Tax and verification workflows were mapped as systems of conditions, branches, states, and recovery paths before visual design began.


Statstic Flow

Share the System, Adapt the Interaction

Web and mobile use the same product logic and visual foundations, while layouts and interactions are adapted to the context of each platform.

Design with Engineering, Not for Handoff

Implementation constraints and system changes were discussed throughout the project, allowing design and engineering decisions to evolve together.


Payments Flow


Building the System

A System Designed to Scale

To maintain consistency across platforms, interface states, and themes, I created a layered variable architecture:

Core / Brand → Semantic → Components

Core variables define the brand and neutral palettes.

Semantic variables translate them into product meaning, including backgrounds, borders, text, icons, and status states.

Components consume semantic values rather than raw colours.

116
Design variables

3
Token layers

2
Colour modes

Web + Mobile
One shared visual system

This architecture made product-wide changes predictable and allowed themes to evolve without duplicating component logic.


Designing the Hard Part First

The Interface Wasn't the Difficult Part. The Rules Were.

Tax status, business type, documentation, verification results, and previous actions could all change what users needed to provide and what happened next.

Before polishing interfaces, I mapped:

  • Entry conditions and required information

  • Branching paths and user roles

  • Verification and pending states

  • Errors and missing documents

  • Re-entry and recovery points

  • Completion states and next actions

This domain model became the foundation for the final user flows.


Tax Workflows

Making Regulatory Complexity Navigable

Tax-related processes were divided into explicit stages organised around three questions:

What does the system need from me?

Why is it needed?

What happens next?

Complexity remains available when needed, but the interface progressively exposes only the information relevant to the user's current state.

This turns a dense regulatory process into a sequence users can understand, complete, and recover from.


KYC & KYB

Verification Is a Journey, Not a Screen

KYC and KYB were designed as complete journeys rather than isolated forms:

Start → Provide information → Upload documents → Review → Pending → Action required → Verified

Individual and business verification require different data, documentation, ownership information, validation rules, and follow-up states.

The system keeps the current status visible and provides a clear next action whenever additional information is required.

The goal was to make compliance feel like a transparent product workflow rather than a black box.


KYC/KYB Flow

Responsive Web

Designed as a System, Not a Set of Breakpoints

Dense B2B interfaces could not be made responsive by simply stacking desktop content vertically.

Navigation, tables, forms, information hierarchy, and actions were reorganised according to available space and task priority.

The product preserves the same underlying logic while allowing its interface structure to adapt to the user's context.


Mobile Flow

Dedicated Mobile Experience

Mobile Wasn't Compressed Desktop

The dedicated mobile experience shares the same product logic and visual foundations but uses interaction patterns designed for:

  • Touch

  • Reduced information density

  • Smaller decision contexts

  • Navigation depth

  • Interruptions

  • Quick status checks and actions

Where necessary, desktop workflows were restructured rather than reproduced.

The result is one product ecosystem expressed appropriately across different surfaces.


Working with Engineering

Implementation Was Part of the Design Process

New components, responsive behaviour, edge cases, system states, and token changes were reviewed with engineering as the product evolved.

Technical feedback shaped both UX decisions and the design system.

The goal was not to create a perfect Figma universe that engineering would later have to reinterpret.

It was to build a product system that could realistically be implemented, extended, and maintained.


Outcome

A Launch-Ready Foundation for a New Business

The project resulted in:

  • Responsive web platform

  • Dedicated mobile application

  • Reusable component foundation

  • Layered design-token architecture

  • Light and dark modes

  • Tax, KYC, and KYB journeys

  • Financial and operational workflows

  • Extensive system states and recovery paths

  • Engineering-aligned patterns ready for continued development

The product is currently preparing for broader launch.

Since it has not yet had enough real-world exposure, I do not attach unverified adoption, revenue, or retention metrics to the case.

At this stage, the measurable outcome is product completeness, workflow coverage, implementation readiness, and a scalable foundation for future development.

What I Learned

Complex B2B Design Is Often Domain Modelling Disguised as Interface Design

This project reinforced three principles:

Existing Systems Should Accelerate Decisions, Not Dictate Them

Reusing a design system is valuable only while the product's actual business requirements remain in control.

Edge Cases Are Part of the Core Experience

In regulated financial products, pending states, verification failures, missing information, and exceptions are not secondary scenarios.

They are the product.

Good System Architecture Compounds Over Time

Tokens, semantic variables, reusable states, and consistent component logic require more discipline initially, but become increasingly valuable as products expand across platforms, themes, roles, and workflows.

Case Study Note

This case study is published with the client's permission.

The company name, brand assets, sample data, colours, and selected visual details have been changed to protect confidential information.

The product structure, workflows, design decisions, and system architecture reflect the real engagement.

Smooth Scroll
This will hide itself!

Designing a B2B Financial Platform from the Ground Up

OVERVIEW

I led the end-to-end product design of a new B2B financial platform built within an existing product ecosystem. The work spanned responsive web and a dedicated mobile application, combining operational workflows with tax, KYC/KYB, permissions, and complex financial states. Scope: Responsive B2B platform + mobile application Ownership: Product structure, UX/UI, workflows, design system Complexity: Tax, KYC/KYB, permissions, financial operations Outcome: Launch-ready product system aligned with engineering

YEAR

2026

ROLE

End-to-end Product Designer

About the project

A new business, not a reskin

The company was launching a new business within an established product ecosystem.

While an existing brand and component library provided a useful foundation, the new product introduced different users, business logic, financial operations, and regulatory requirements.

The challenge was to reuse what could accelerate delivery without inheriting assumptions that no longer fit. I owned the product design from product structure and workflow modelling to responsive web, mobile experiences, design tokens, and implementation alignment.



The challenge

The product combined three layers of complexity:

  • A new business built on inherited foundations

  • Compliance-heavy tax and KYC/KYB workflows

  • One product operating across responsive web and mobile

  • The existing design system could not simply be copied. Every pattern had to be evaluated against new user roles, information density, financial states, compliance requirements, and implementation constraints.


Mining Pool Flow


My role

End-to-end product ownership

Working directly with product and engineering, I was responsible for:

  • Product structure and information architecture

  • End-to-end user flows

  • Responsive desktop and mobile web

  • Dedicated mobile application

  • UX/UI and interaction patterns

  • Tax, KYC, KYB, permissions, and financial scenarios

  • Design-system adaptation and new components

  • Design tokens, light and dark modes

  • Component states, edge cases, and recovery paths

  • Continuous design-to-development alignment

  • The work was not a collection of individual screens. It was the creation of one coherent product system supporting interconnected workflows, roles, rules, and states.

Key Decisions and Trade-offs

Reuse the Foundation, Redesign the Logic

I treated the existing component library as a set of primitives rather than a finished solution.

Some patterns were retained, others were extended, and new product scenarios received purpose-built components.

Model Rules Before Designing Screens

Tax and verification workflows were mapped as systems of conditions, branches, states, and recovery paths before visual design began.


Statstic Flow

Share the System, Adapt the Interaction

Web and mobile use the same product logic and visual foundations, while layouts and interactions are adapted to the context of each platform.

Design with Engineering, Not for Handoff

Implementation constraints and system changes were discussed throughout the project, allowing design and engineering decisions to evolve together.


Payments Flow


Building the System

A System Designed to Scale

To maintain consistency across platforms, interface states, and themes, I created a layered variable architecture:

Core / Brand → Semantic → Components

Core variables define the brand and neutral palettes.

Semantic variables translate them into product meaning, including backgrounds, borders, text, icons, and status states.

Components consume semantic values rather than raw colours.

116
Design variables

3
Token layers

2
Colour modes

Web + Mobile
One shared visual system

This architecture made product-wide changes predictable and allowed themes to evolve without duplicating component logic.


Designing the Hard Part First

The Interface Wasn't the Difficult Part. The Rules Were.

Tax status, business type, documentation, verification results, and previous actions could all change what users needed to provide and what happened next.

Before polishing interfaces, I mapped:

  • Entry conditions and required information

  • Branching paths and user roles

  • Verification and pending states

  • Errors and missing documents

  • Re-entry and recovery points

  • Completion states and next actions

This domain model became the foundation for the final user flows.


Tax Workflows

Making Regulatory Complexity Navigable

Tax-related processes were divided into explicit stages organised around three questions:

What does the system need from me?

Why is it needed?

What happens next?

Complexity remains available when needed, but the interface progressively exposes only the information relevant to the user's current state.

This turns a dense regulatory process into a sequence users can understand, complete, and recover from.


KYC & KYB

Verification Is a Journey, Not a Screen

KYC and KYB were designed as complete journeys rather than isolated forms:

Start → Provide information → Upload documents → Review → Pending → Action required → Verified

Individual and business verification require different data, documentation, ownership information, validation rules, and follow-up states.

The system keeps the current status visible and provides a clear next action whenever additional information is required.

The goal was to make compliance feel like a transparent product workflow rather than a black box.


KYC/KYB Flow

Responsive Web

Designed as a System, Not a Set of Breakpoints

Dense B2B interfaces could not be made responsive by simply stacking desktop content vertically.

Navigation, tables, forms, information hierarchy, and actions were reorganised according to available space and task priority.

The product preserves the same underlying logic while allowing its interface structure to adapt to the user's context.


Mobile Flow

Dedicated Mobile Experience

Mobile Wasn't Compressed Desktop

The dedicated mobile experience shares the same product logic and visual foundations but uses interaction patterns designed for:

  • Touch

  • Reduced information density

  • Smaller decision contexts

  • Navigation depth

  • Interruptions

  • Quick status checks and actions

Where necessary, desktop workflows were restructured rather than reproduced.

The result is one product ecosystem expressed appropriately across different surfaces.


Working with Engineering

Implementation Was Part of the Design Process

New components, responsive behaviour, edge cases, system states, and token changes were reviewed with engineering as the product evolved.

Technical feedback shaped both UX decisions and the design system.

The goal was not to create a perfect Figma universe that engineering would later have to reinterpret.

It was to build a product system that could realistically be implemented, extended, and maintained.


Outcome

A Launch-Ready Foundation for a New Business

The project resulted in:

  • Responsive web platform

  • Dedicated mobile application

  • Reusable component foundation

  • Layered design-token architecture

  • Light and dark modes

  • Tax, KYC, and KYB journeys

  • Financial and operational workflows

  • Extensive system states and recovery paths

  • Engineering-aligned patterns ready for continued development

The product is currently preparing for broader launch.

Since it has not yet had enough real-world exposure, I do not attach unverified adoption, revenue, or retention metrics to the case.

At this stage, the measurable outcome is product completeness, workflow coverage, implementation readiness, and a scalable foundation for future development.

What I Learned

Complex B2B Design Is Often Domain Modelling Disguised as Interface Design

This project reinforced three principles:

Existing Systems Should Accelerate Decisions, Not Dictate Them

Reusing a design system is valuable only while the product's actual business requirements remain in control.

Edge Cases Are Part of the Core Experience

In regulated financial products, pending states, verification failures, missing information, and exceptions are not secondary scenarios.

They are the product.

Good System Architecture Compounds Over Time

Tokens, semantic variables, reusable states, and consistent component logic require more discipline initially, but become increasingly valuable as products expand across platforms, themes, roles, and workflows.

Case Study Note

This case study is published with the client's permission.

The company name, brand assets, sample data, colours, and selected visual details have been changed to protect confidential information.

The product structure, workflows, design decisions, and system architecture reflect the real engagement.

Smooth Scroll
This will hide itself!

Designing a B2B Financial Platform from the Ground Up

OVERVIEW

I led the end-to-end product design of a new B2B financial platform built within an existing product ecosystem. The work spanned responsive web and a dedicated mobile application, combining operational workflows with tax, KYC/KYB, permissions, and complex financial states. Scope: Responsive B2B platform + mobile application Ownership: Product structure, UX/UI, workflows, design system Complexity: Tax, KYC/KYB, permissions, financial operations Outcome: Launch-ready product system aligned with engineering

YEAR

2026

ROLE

End-to-end Product Designer

About the project

A new business, not a reskin

The company was launching a new business within an established product ecosystem.

While an existing brand and component library provided a useful foundation, the new product introduced different users, business logic, financial operations, and regulatory requirements.

The challenge was to reuse what could accelerate delivery without inheriting assumptions that no longer fit. I owned the product design from product structure and workflow modelling to responsive web, mobile experiences, design tokens, and implementation alignment.



The challenge

The product combined three layers of complexity:

  • A new business built on inherited foundations

  • Compliance-heavy tax and KYC/KYB workflows

  • One product operating across responsive web and mobile

  • The existing design system could not simply be copied. Every pattern had to be evaluated against new user roles, information density, financial states, compliance requirements, and implementation constraints.


Mining Pool Flow


My role

End-to-end product ownership

Working directly with product and engineering, I was responsible for:

  • Product structure and information architecture

  • End-to-end user flows

  • Responsive desktop and mobile web

  • Dedicated mobile application

  • UX/UI and interaction patterns

  • Tax, KYC, KYB, permissions, and financial scenarios

  • Design-system adaptation and new components

  • Design tokens, light and dark modes

  • Component states, edge cases, and recovery paths

  • Continuous design-to-development alignment

  • The work was not a collection of individual screens. It was the creation of one coherent product system supporting interconnected workflows, roles, rules, and states.

Key Decisions and Trade-offs

Reuse the Foundation, Redesign the Logic

I treated the existing component library as a set of primitives rather than a finished solution.

Some patterns were retained, others were extended, and new product scenarios received purpose-built components.

Model Rules Before Designing Screens

Tax and verification workflows were mapped as systems of conditions, branches, states, and recovery paths before visual design began.


Statstic Flow

Share the System, Adapt the Interaction

Web and mobile use the same product logic and visual foundations, while layouts and interactions are adapted to the context of each platform.

Design with Engineering, Not for Handoff

Implementation constraints and system changes were discussed throughout the project, allowing design and engineering decisions to evolve together.


Payments Flow


Building the System

A System Designed to Scale

To maintain consistency across platforms, interface states, and themes, I created a layered variable architecture:

Core / Brand → Semantic → Components

Core variables define the brand and neutral palettes.

Semantic variables translate them into product meaning, including backgrounds, borders, text, icons, and status states.

Components consume semantic values rather than raw colours.

116
Design variables

3
Token layers

2
Colour modes

Web + Mobile
One shared visual system

This architecture made product-wide changes predictable and allowed themes to evolve without duplicating component logic.


Designing the Hard Part First

The Interface Wasn't the Difficult Part. The Rules Were.

Tax status, business type, documentation, verification results, and previous actions could all change what users needed to provide and what happened next.

Before polishing interfaces, I mapped:

  • Entry conditions and required information

  • Branching paths and user roles

  • Verification and pending states

  • Errors and missing documents

  • Re-entry and recovery points

  • Completion states and next actions

This domain model became the foundation for the final user flows.


Tax Workflows

Making Regulatory Complexity Navigable

Tax-related processes were divided into explicit stages organised around three questions:

What does the system need from me?

Why is it needed?

What happens next?

Complexity remains available when needed, but the interface progressively exposes only the information relevant to the user's current state.

This turns a dense regulatory process into a sequence users can understand, complete, and recover from.


KYC & KYB

Verification Is a Journey, Not a Screen

KYC and KYB were designed as complete journeys rather than isolated forms:

Start → Provide information → Upload documents → Review → Pending → Action required → Verified

Individual and business verification require different data, documentation, ownership information, validation rules, and follow-up states.

The system keeps the current status visible and provides a clear next action whenever additional information is required.

The goal was to make compliance feel like a transparent product workflow rather than a black box.


KYC/KYB Flow

Responsive Web

Designed as a System, Not a Set of Breakpoints

Dense B2B interfaces could not be made responsive by simply stacking desktop content vertically.

Navigation, tables, forms, information hierarchy, and actions were reorganised according to available space and task priority.

The product preserves the same underlying logic while allowing its interface structure to adapt to the user's context.


Mobile Flow

Dedicated Mobile Experience

Mobile Wasn't Compressed Desktop

The dedicated mobile experience shares the same product logic and visual foundations but uses interaction patterns designed for:

  • Touch

  • Reduced information density

  • Smaller decision contexts

  • Navigation depth

  • Interruptions

  • Quick status checks and actions

Where necessary, desktop workflows were restructured rather than reproduced.

The result is one product ecosystem expressed appropriately across different surfaces.


Working with Engineering

Implementation Was Part of the Design Process

New components, responsive behaviour, edge cases, system states, and token changes were reviewed with engineering as the product evolved.

Technical feedback shaped both UX decisions and the design system.

The goal was not to create a perfect Figma universe that engineering would later have to reinterpret.

It was to build a product system that could realistically be implemented, extended, and maintained.


Outcome

A Launch-Ready Foundation for a New Business

The project resulted in:

  • Responsive web platform

  • Dedicated mobile application

  • Reusable component foundation

  • Layered design-token architecture

  • Light and dark modes

  • Tax, KYC, and KYB journeys

  • Financial and operational workflows

  • Extensive system states and recovery paths

  • Engineering-aligned patterns ready for continued development

The product is currently preparing for broader launch.

Since it has not yet had enough real-world exposure, I do not attach unverified adoption, revenue, or retention metrics to the case.

At this stage, the measurable outcome is product completeness, workflow coverage, implementation readiness, and a scalable foundation for future development.

What I Learned

Complex B2B Design Is Often Domain Modelling Disguised as Interface Design

This project reinforced three principles:

Existing Systems Should Accelerate Decisions, Not Dictate Them

Reusing a design system is valuable only while the product's actual business requirements remain in control.

Edge Cases Are Part of the Core Experience

In regulated financial products, pending states, verification failures, missing information, and exceptions are not secondary scenarios.

They are the product.

Good System Architecture Compounds Over Time

Tokens, semantic variables, reusable states, and consistent component logic require more discipline initially, but become increasingly valuable as products expand across platforms, themes, roles, and workflows.

Case Study Note

This case study is published with the client's permission.

The company name, brand assets, sample data, colours, and selected visual details have been changed to protect confidential information.

The product structure, workflows, design decisions, and system architecture reflect the real engagement.

Smooth Scroll
This will hide itself!

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