SigTech Magic

Fintech AI

Revolutionizing Fintech UX – 40% More Adoption

MAGIC is SigTech’s multi-agent generative AI platform that unifies analysts, advisors, and operations teams in a single workflow system.   It streamlines complex processes, automates repetitive tasks, and improves decision accuracy—helping financial teams work faster and scale with greater efficiency.

key
responsibilities

Product Strategy, Competitive Audit, Quantitative & Qualitative Research, UX Design, UI Design, Usability Testing

PROJECT OVERVIEW

As part of the UX team, I helped define the core interaction patterns and visual structure for a system built from the ground up.

My work focused on simplifying complex AI-driven processes and creating a clear, trusted user experience for analysts, advisors, and operations teams.

My design philosophy is to build experiences that feel natural, are easy to access, and rooted in empathy.

PROCESS

The process began with mapping key workflows and understanding how different user roles would interact with AI agents.

Setting the scene with the production team

I created user flows and early wireframes to establish navigation patterns and system logic, followed by detailed prototypes that refined hierarchy, clarity, and transparency around AI actions. Collaboration with product, engineering, and data science ensured feasibility, and usability testing guided the final adjustments.

USER FLOWS

The platform was restructured to guide users seamlessly through interactions, reducing friction and confusion. Inline UI elements dynamically surfaced relevant actions, while onboarding flows educated advisors on how to use the AI effectively. The redesigned structure ensured clarity, making data more accessible and interactions more intuitive.

USER FLOWS

Final Design

Guided AI Onboarding Personalized Dashboards Unified Visual Language Enhanced User Trust

The UX redesign focused on reducing cognitive load and increasing engagement through a seamless, interactive journey. A personalized dashboard provided advisors with actionable insights at a glance, while AI-driven inline interactions simplified complex financial queries.   Friction points were eliminated through intuitive onboarding, contextual assistance, and clear system feedback, significantly boosting engagement and trust.

Achievements

The MAGIC platform initiative transformed SigTech’s AI ecosystem. Collaboration across design, product, engineering, and data science enabled us to define and build a unified experience from the ground up. Our shared focus on clarity, trust, and workflow transparency helped shape an AI platform that teams across the front, middle, and back office can rely on.

The updated MAGIC platform delivered clear gains in usability, adoption, and user confidence. Streamlined workflows and a cohesive visual system made AI-driven processes more understandable, while transparent agent behavior improved trust among financial professionals. Within the first year: • +40% increase in platform adoption • Improved user comprehension and trust in AI insights • Faster onboarding and reduced support needs • Established a scalable design system for future product expansion

Platform Adoption