Skip to content
Talia Edri
← All work

Case study 03 — Fintech · B2B SaaS · Core Banking APIs · Product Operations · UX

Finxact (Acquired by Fiserv)

Building Product Foundations for a Growing Core Banking Platform

Finxact was building a modern core banking platform for financial institutions in a highly regulated industry. The product operated at the intersection of complex banking capabilities, API-driven architecture, and the operational requirements of financial institutions.

0 → 1
Testing process
Owned
B2B UX

01

The Environment

A core banking API platform serving financial institutions in a highly regulated environment.

  • Core banking
  • Financial institutions
  • Regulated environments

02

The Product Challenge

In a growth-stage environment, product delivery practices had not yet matured alongside the platform's complexity. Testing and documentation lacked standardized workflows, and the web application lacked clear front-end product ownership to drive a consistent user experience.

The opportunity was to establish foundational processes that improved delivery consistency, strengthened product quality, and made the platform easier to understand and use—without losing sight of the reliability and traceability expected in fintech.

03

Establishing Scalable Product Delivery

I helped introduce more structured workflows across product, quality assurance, and engineering to create a repeatable approach to testing, documentation, and delivery.

  • Improved Jira workflows to support clearer requirements, task ownership, and delivery visibility.
  • Leveraged Xray to bring greater structure to test management and execution.
  • Used Confluence to improve documentation, knowledge sharing, and cross-functional alignment.
  • Helped establish more consistent ways of working that could support a growing team and increasingly complex platform requirements.
  • Jira
  • Xray
  • Confluence

04

Improving the B2B Web Experience

I contributed to the redesign of an internal web application, bringing greater focus to usability and the needs of users working with complex banking functionality.

  • Supported the evaluation and improvement of existing user workflows.
  • Helped bridge product, business, and technical perspectives in the redesign process.
  • Advocated for a more consistent, user-centered experience within a technically complex platform.
  • Web application redesign

05

Balancing User Needs, Engineering, and Risk

Working in core banking requires more than delivering features. Product decisions must account for technical dependencies, operational workflows, and the reliability and traceability expected by financial institutions.

I collaborated across product, engineering, and quality assurance to improve delivery coordination and ensure that requirements, testing, and documentation were better connected throughout the development process.

06

Product Leadership Takeaway

Helped establish stronger product delivery foundations in a growth-stage fintech environment by improving the structure of testing, documentation, and team workflows while contributing to a more user-centered web experience.

The work supported greater delivery consistency, clearer cross-functional alignment, and a more scalable approach to building B2B banking technology.

07

Outcome

My experience in growth-stage companies has taught me how to create structure without slowing innovation. At Finxact, I applied that mindset to the realities of B2B fintech: building repeatable delivery practices, improving the user experience, and helping teams operate with greater clarity in a complex, regulated domain.

Next case study

Scaling Self-Service Across a Global Cruise Mobile Platform

Contact

Have a complex product problem? Let's talk.

Navigating product strategy, customer experience and business growth

The Treasure Coast, FL · Open to Relocation