
Compliance can never be an afterthought tacked onto a finished product in fintech; by the time you reach your first wireframe, it needs to have been designed into the user journey. Page Flows has been my life line to the Product team for a year+. When reviewing concepts for a new EDD questionnaire or a SAR flagging flow, high-level feedback does not help.
Instead, I sort through Page Flows's filters to find examples tagged "Finance," "Onboarding" and "Data Forms." I can show our designers precisely how top neobanks and finance apps leverage progressive disclosure, clear microcopy lines and contextual help to take the sting out of obtuse compliance steps. For example, by learning how a leading app captures beneficial ownership information, we refactored our business account onboarding and increased its completion rate by 22% while enhancing the quality of data used in our AML checks. I can’t give enough credit to annotated screen recordings — they allow me to find individual interactions that decrease user friction and drop offs through compulsory compliance steps. Review collected by and hosted on G2.com.
The most relevant gap is the absence of flows that demonstrate highly specificity of regulatory or back-office compliance interfaces. I have to design, and also review internal tools of case management, alert triage and audit trails but i see very few examples out there. We often infer from SaaS admin panels.
Similarily, good as the library is for how to ask a question, I think it would be beneficial if there was more best-practice research or commentary on the regulatory psychology of things - e.g., how phrasing affects truthful response and layout accuracy in data for OFAC checks. This would make it more obtainable than a model reference, as would then be turned from a design specimen into an actual compliance-design manual. Review collected by and hosted on G2.com.




