ikont1 ux – laysaborges.com

Ikont1: Financial platform for bank integration and reconciliation

Product Case Study — UX & Digital Experience

Objective

Design a complete bank integration and reconciliation solution for small and medium-sized businesses, ensuring clarity in account control, reliability in transactions, and agility in internal processes.

Business context and challenge

Smaller companies face difficulties in maintaining financial health due to multiple accounts, manual reconciliations, and registration errors.
Ikont1 needed to offer a complete operating system (dashboard, accounts payable/receivable, reconciliation, reports) within a short delivery timeframe.
In addition to the digital platform, it was necessary to create the visual identity and brand, ensuring consistency from the logo to the UI.

My contribution

Benchmarking of fintech/ERP solutions.
Brand Design: creation of the Ikont1 brand (logo, palette, typography).
Platform UX/UI: complete portfolio flows, reconciliation, accounts payable/receivable.
Operational Design System for desktop.
High-fidelity prototyping with a focus on financial clarity.
Institutional website: conception and design of the Ikont1 public website, translating the brand into digital communication and strengthening credibility with potential customers.
Fast delivery with a process adapted to short sprints.

Design principles applied

Trust above all else → immediate visual feedback (reconciliation status, colors for overdue/paid).
Divide to simplify → integration flows broken down into progressive steps (Account → Registration → Review → Complete).
Scalability → creation of components that support new modules without complete redesign.

UX Decisions & Trade-offs

Desktop-first interface (as it is the main channel for financial operators) → required extra attention to information density.
Intense use of colors (green, red, orange) for status → increased clarity, but required accessibility adjustments (contrast).
Focus on MVP with core features (wallet, reconciliation, accounts payable/receivable) → allowed for quick delivery, but left advanced reports for future phases.

Restrictions & Limitations

Short deadline → need for rapid prototyping and pragmatic decisions.
Integration with different banks → varied data formats.
Lean team → reconciliation between branding and digital product done in parallel.

Expected results

As a project in the presentation phase to potential customers, the main estimated gains were:

Reduction of manual errors in financial reconciliation.
Efficiency gains for administrative operators in small and medium-sized companies.
Product scalability to support new financial modules in the future.

Lessons learned

Creating a design system from the outset reduces rework on short-term projects.
In fintech, microcopy and visual feedback are crucial for user confidence.
Balancing speed of delivery and design consistency requires discipline and prioritization.

Laysa Borges