Compliance.ai | Fintech, Regtech
Role: Head of Design, Product Designer, Branding, and Art Direction
Led the end-to-end design process for the core regtech product.
Managed branding and design across all user touchpoints from product to marketing and sales.
Collaborated on product roadmap decisions and led design strategy to align user needs with business goals.
Worked closely with product and engineering from feasibility checks to delivery and testing.
Problem: Regulatory change managers manually sift through all the regulatory changes to ensure their company is compliant. The problem is keeping up with the fast pace, volume, and complexity of the information from agencies and jurisdictions.
Compliance.ai is a SaaS solution for modernizing Regulatory Change Management. It ensures that the user receives the right information at the right time.
The projects' fast turnaround allowed me to quickly see the whole process from ideation to completion.
My work as the designer of the Compliance.ai Product contributed to its recognition as a 2019 CODiE Award Finalist for best Compliance Solution.
Website and Data Visualization
An interactive data visualization screen designed for the website to deliver regulatory update volumes at a glance, highlighting the number of new documents across categories in the most actionable and efficient format. This data visualization was developed using the public API and a visual library for WordPress.
I worked closely with the CEO, the data team, and web developers to deliver this interactive data visualization.
Mobile-First
To follow the mobile-first approach, we made the simple notification accessible to our users first. The following screens, from left to right, show the simple flow of the user receiving an update notification, tapping on the agency update, selecting an agency, and choosing one of the documents. On the third screen, the user can see the most important metadata related to their field before reading/downloading/or sharing the selected document.
The flow made user engagement rise by 30%.
We focused on designing mobile features to improve interactions and user engagement. The following shows the user’s flow from selecting filters to searching a document in the application.
Search, Default Filter, Select Document, and more.
Customizable Responsive Dashboard
At Compliance.ai, every product feature is designed with a user-centric approach; the designed dashboard provides users with a unique customizable feature that allows them to receive the most important data at a glance. The users can select what tabs they want on their dash and tweak the timeframe depending on their visit frequency.
Automated Wrokflow and Tasks System
Entirely driven by users’ requests and needs, the workflow system enables a team of users to create workflows and assign tasks, automating the otherwise manual process of tracking, scheduling, and reviewing regulatory compliance controls.
Check the video for the designed interactions.
Jurisdiction Analyzer
Jurisdiction Analyzer is a tool designed to live in Compliance.ai application. The tool enables Regulatory Managers to identify the coverage of concepts and metrics they are interested in across the selected jurisdictions. The tool provides an easy way to compare, analyze, and identify differences throughout the jurisdictions of their choice.
Check out the interaction and capabilities that the tool provides to the user through this video:
Support for Other Languages
The challenge was how to display languages other than English in the product and how to illustrate the connection between documents that appear in multiple languages.
In this flow, the user first selects the jurisdictions of their interest, and then the product renders the related documents. The mockup supports only the jurisdictions under the contract with the company.
