Applicants weren't finishing Terafina's account-opening flow.
Terafina makes account-opening software for banks and credit unions, used online, in call centers and in branches. It handled a wide range of financial products, but growth had stalled. The product didn't feel trustworthy, and it was hard to use.
The platform was built to be flexible and customizable, but the presentation layer hadn't kept up. Screens were cluttered and inconsistent. Applicants struggled to understand what they were looking at, let alone finish an application.
It also made the product harder for banks to buy and roll out.
I set out to make the platform clearer and more trustworthy, and easier for clients to brand and roll out.
That meant rebuilding the presentation layer and simplifying the application flows. Branding and configuration needed a more flexible system too.
I rebuilt the system from its atomic elements up, so each decision carried across the whole product instead of living on one screen.
That made the front end consistent without touching the Salesforce platform underneath it.
I added a progress stepper on every device, so applicants could see where they were and what was left. I reworked the hierarchy and content so important information came first instead of getting buried.
A white-label system let clients apply their own branding without much development work. That made the product simpler to implement and easier for new clients to adopt.
The platform got easier to understand, and both applicants and clients trusted it more.
Fewer applicants gave up partway through, because the flow was easier to follow and every screen behaved the same way.
The branding system made it easier for new clients to adopt the product without adding implementation work.
Claude writes the code and I make every design decision.
That's how I built a design system for web, iOS and Android, and the contractor app that runs on it.