Fintech Platform

Company

Marco, USA

Services

Product Design

Website

marcofi.com

Making financing more accessible and transparent

Marco helps businesses access financing for international trade, but the platform had usability challenges: users struggled to navigate the system, manage documents, and track their financing requests.

The challenge was to redesign the platform to make it clearer, more intuitive, and efficient, ensuring that businesses could request financing and manage their operations seamlessly. The experience needed to be transparent, fast, and reliable, aligning with real user needs.

Simplifying the process for faster and smarter decisions

To improve the experience, we focused on three key areas:

  • A more streamlined application process → The financing request flow was redesigned to eliminate unnecessary steps, simplify data input, and improve visibility into request status.
  • A dashboard that puts users in control → A new overview section allows businesses to track financing status, upcoming payments, and recent activity in real-time, ensuring they always have a clear picture of their financial situation.
  • Optimized document management → Uploading and reviewing documents became smoother, reducing delays caused by missing or incorrect files and making compliance easier.

The redesign prioritized a more fluid navigation experience, reduced friction in critical flows, and a clearer information structure, enabling users to complete their tasks more efficiently.

Delivering impact and scaling for the future

One of the key outcomes of the redesign was a significant increase in the percentage of users successfully completing financial requests. By improving the application flow, enhancing document management, and providing clearer status updates, users were able to navigate the process with greater confidence, reducing drop-offs and improving overall engagement with the platform.

Beyond usability improvements, the redesign laid the foundation for scalability. With a more structured experience, Marco can now introduce new features without disrupting usability. Moving forward, the focus is on enhancing automation, personalizing financial insights, and integrating with more financial tools to make the platform even more powerful.

Bringing stellar
result every client.

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