We turned fragmented banking operations into one secure workspace

So every task, document, and internal note lives in one place that's secure, organized, and easy to track.

Benchmark fintech SaaS task management Kanban dashboard, shown on a laptop

Industry: Fintech
Service: UI/UX Design
Timeline: 2024
Duration: 7 weeks

// Our approach

Information architecture

The task lifecycle and the internal/external boundary at every transition.

// Problem & Solution

Problem we faced

Three developers and a project manager inside a fintech company watched the same breakdown repeat across every bank partnership. Documents scattered across drives, status updates buried in Slack threads, internal legal reviews happening in channels where bank partners could see them. By month three, nobody knew which file was current.

Solution we proposed

The compliance team retired their parallel tracking sheet within the first month. Partnership reviews that previously required three tools now happen in one place. Internal teams have private space. Partners have transparent views. The audit trail is already there when a regulator asks for it.

Benchmark task detail annotated walkthrough, explaining the Data Room link, change history, and internal/external comment toggle

// Design showcase

Two-context comments.

A simple privacy toggle keeps every conversation in the right place. Internal for teams, external for partners.

Benchmark task detail side panel, with an internal and external comment thread on one task

Portfolio kanban.

Every task includes the essentials: priority, assignee, due date, and partnership context.

Benchmark Kanban board with the filter options panel open over the columns

Benchmark Kanban board grouped by assignee, with comment and file counts on each card

Flat task structure.

More than a checklist, every task connects documents, history, and compliance resources.

Benchmark Kanban filter panel, filtering by priority, status, category, and assignee

Benchmark Kanban columns grouped by assignee across To Do, In Progress, Completed, and Cancelled

Inline user management.

Manage users directly from the table, with every change just a click away.

Benchmark user management table with inline role editing and active status per user

A unified experience across every workflow

Connected workflows, built-in compliance, and a unified design system that keeps the entire platform consistent.

Benchmark change request form for terms and conditions, beside the saved filter options panel

Benchmark create ticket modal and the loan overdue email template with download options

Benchmark ticket modal with status columns and the template type filter with a date range picker

Benchmark design system, platform screens composed from one shared component set

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