Project Overview
Fingate is a B2B SaaS concept focused on the digitalization and automation of banking back-office processes in Germany. It aims to reduce human error, support regulatory compliance, and improve operational efficiency in highly regulated environments.
Problem
Banking back-office work relies on manual, repetitive processes, leading to high error risk and inefficiency under strict regulation.
Solution
A modular B2B SaaS platform that automates core back-office processes while supporting legacy integration, compliance, and security.
Audience
Banks and banking professionals operating in regulated environments, affecting both individual workflows and institutional operations.
Role
Product design. Focus on problem definition, process modelling, UX for automation, and MVP prototyping.
Status
Concept project with a functional MVP prototype. No market release or adoption metrics are specified.
Context
The automation of internal banking processes in Germany is critical for reducing errors, ensuring compliance, and controlling costs. However, legacy systems, complex regulation, and cybersecurity risks make in-house automation difficult and expensive.
Problem Definition
Banks depend on manual back-office processes that are error-prone and hard to scale. At the same time, they must meet strict regulatory and security requirements.
Audience & Needs
Fingate serves two connected audiences: banking professionals executing back-office tasks, and banks as institutions seeking efficiency and compliance. Key needs include process automation, high security standards, regulatory compliance, and cost-efficient implementation.
Concept & Strategy
Fingate is designed as a process-automation platform for regulated banking environments. The strategy focuses on modular automation that integrates with legacy infrastructure instead of replacing it.
User Journey
Before Fingate, back-office processes involve many repetitive steps, tight deadlines, and high error risk. With Fingate, selected workflows are fully automated ("zero-click") or require minimal intervention ("one-click"), allowing professionals to focus on decisions rather than execution.
Design Process
The design process combined user personas, process analysis, and reference research across neobanks, fintech dashboards, and productivity tools. Insights from delights and pain points informed the structure and interaction design of the MVP.
MVP Scope & Features
The MVP focuses on one of five automatable processes: seizure handling. Key characteristics include: Zero-click automation for clear cases, One-click intervention for exceptions, Desktop-only web application, Strong alignment with banking security requirements.
Learnings & Next Steps
Automation tools must be designed with scalability in mind from the start. Strong UX foundations, including clear navigation and progressive disclosure, remain essential even in technical back-office software. Next steps include further user testing, automation of additional processes, and back-end development.
Functional Prototype
This video demonstrates authentication, zero-click automation, one-click exception handling, and key interface features.
