INFII Finance
INFII Finance
INFII Finance
Fintech
Web App
Mobile App
INFII Finance is a next-generation digital banking platform built for businesses operating at the intersection of fiat and crypto. The product gives customers virtual bank accounts, multi-currency global transfers, and seamless fiat ↔ stablecoin conversion — all underpinned by bank-grade KYC, KYB, and AML compliance.
INFII Finance is a next-generation business banking platform bridging traditional finance and Web3. Built for SMEs, startups, and cross-border enterprises, INFII enables businesses to manage virtual accounts, move money across currencies and stablecoins, and stay compliant — all in one place.
INFII Finance is a next-generation digital banking platform built for businesses operating at the intersection of fiat and crypto. The product gives customers virtual bank accounts, multi-currency global transfers, and seamless fiat ↔ stablecoin conversion — all underpinned by bank-grade KYC, KYB, and AML compliance.
My role was to lead the end-to-end product design across three connected surfaces: Customer Portal, Mobile App and Admin Portal. Each surface serves a distinct user, but they share one product DNA: making complex, regulated financial workflows feel calm, attributable, and trustworthy.
INFII Finance is a next-generation business banking platform bridging traditional finance and Web3. Built for SMEs, startups, and cross-border enterprises, INFII enables businesses to manage virtual accounts, move money across currencies and stablecoins, and stay compliant — all in one place.
My role was to lead the end-to-end product design across three connected surfaces: Customer Portal, Mobile App and Admin Portal. Each surface serves a distinct user, but they share one product DNA: making complex, regulated financial workflows feel calm, attributable, and trustworthy.
Customer Web Portal: The Operations Hub
Customer Web Portal: The Operations Hub
The web portal is where the real work happens — onboarding a business, managing balances across rails, sending money globally, and producing audit-ready reports.
INFII Finance is a next-generation business banking platform bridging traditional finance and Web3. Built for SMEs, startups, and cross-border enterprises, INFII enables businesses to manage virtual accounts, move money across currencies and stablecoins, and stay compliant — all in one place.
The web portal is where the real work happens — onboarding a business, managing balances across rails, sending money globally, and producing audit-ready reports.
KYB Onboarding
The entry point to KYB uses a left-rail journey map (Business Info → UBOs → Directors → Account Role → Documents → Declaration) so users always know where they are, paired with floating labels, conditional fields that only appear when relevant (e.g. Former Name surfacing on "Yes"), and a deliberately quiet visual hierarchy that turns a regulated, high-friction form into a finite, predictable, and calm task.
KYB Onboarding
The entry point to KYB uses a left-rail journey map (Business Info → UBOs → Directors → Account Role → Documents → Declaration) so users always know where they are, paired with floating labels, conditional fields that only appear when relevant (e.g. Former Name surfacing on "Yes"), and a deliberately quiet visual hierarchy that turns a regulated, high-friction form into a finite, predictable, and calm task.
KYB Onboarding
The entry point to KYB uses a left-rail journey map (Business Info → UBOs → Directors → Account Role → Documents → Declaration) so users always know where they are, paired with floating labels, conditional fields that only appear when relevant (e.g. Former Name surfacing on "Yes"), and a deliberately quiet visual hierarchy that turns a regulated, high-friction form into a finite, predictable, and calm task.
Role Setup (Maker/Checker)
Introduces INFII's Maker–Checker–Viewer governance model at onboarding rather than burying it in settings — definitions sit on the left while assignment happens on the right, the Super Admin is pre-seeded, the two-role minimum is enforced through a disabled CTA, and the regulatory license footer anchors the moment with institutional trust, making dual-control the default state of every INFII account from day one.
Role Setup (Maker/Checker)
Introduces INFII's Maker–Checker–Viewer governance model at onboarding rather than burying it in settings — definitions sit on the left while assignment happens on the right, the Super Admin is pre-seeded, the two-role minimum is enforced through a disabled CTA, and the regulatory license footer anchors the moment with institutional trust, making dual-control the default state of every INFII account from day one.
Role Setup (Maker/Checker)
Introduces INFII's Maker–Checker–Viewer governance model at onboarding rather than burying it in settings — definitions sit on the left while assignment happens on the right, the Super Admin is pre-seeded, the two-role minimum is enforced through a disabled CTA, and the regulatory license footer anchors the moment with institutional trust, making dual-control the default state of every INFII account from day one.
Dashboard
The dashboard collapses a multi-rail, multi-currency treasury into a single answerable question — "What is my business worth right now?" — then lets the user drill into the machinery only when they choose to.
Asset Rail Tabs — Banking / OTC / Cold Wallet rather than a sprawling multi-card layout, balances are organized by where the money lives, not what currency it is. Users switch context with a single tab — a deliberate move to make the fiat ↔ crypto divide feel like one continuous treasury, not two systems bolted together.
Dashboard
The dashboard collapses a multi-rail, multi-currency treasury into a single answerable question — "What is my business worth right now?" — then lets the user drill into the machinery only when they choose to.
Asset Rail Tabs — Banking / OTC / Cold Wallet rather than a sprawling multi-card layout, balances are organized by where the money lives, not what currency it is. Users switch context with a single tab — a deliberate move to make the fiat ↔ crypto divide feel like one continuous treasury, not two systems bolted together.
Dashboard
The dashboard collapses a multi-rail, multi-currency treasury into a single answerable question — "What is my business worth right now?" — then lets the user drill into the machinery only when they choose to.
Asset Rail Tabs — Banking / OTC / Cold Wallet rather than a sprawling multi-card layout, balances are organized by where the money lives, not what currency it is. Users switch context with a single tab — a deliberate move to make the fiat ↔ crypto divide feel like one continuous treasury, not two systems bolted together.
Transactions
Transaction flow is, on the surface, a five-step form. Rather than a single long form, the flow is paced. Pacing reduces error rates in high-value transactions and gives the user permission to slow down on the steps that matter.
The live calculation card — As the user types, the panel updates in real time. Two numbers are intentionally given the most visual weight — what the recipient actually receives and what the sender is actually deducted. Everything else is supporting evidence.
Transactions
Transaction flow is, on the surface, a five-step form. Rather than a single long form, the flow is paced. Pacing reduces error rates in high-value transactions and gives the user permission to slow down on the steps that matter.
The live calculation card — As the user types, the panel updates in real time. Two numbers are intentionally given the most visual weight — what the recipient actually receives and what the sender is actually deducted. Everything else is supporting evidence.
Transactions
Transaction flow is, on the surface, a five-step form. Rather than a single long form, the flow is paced. Pacing reduces error rates in high-value transactions and gives the user permission to slow down on the steps that matter.
The live calculation card — As the user types, the panel updates in real time. Two numbers are intentionally given the most visual weight — what the recipient actually receives and what the sender is actually deducted. Everything else is supporting evidence.
Mobile App: Monitoring & Approvals On the Go
Mobile App: Monitoring & Approvals On the Go
Rather than stripping features out, the mobile experience re-prioritizes them. The same flows exist, but the interface surfaces the actions that matter most when time and attention are limited: checking the state of the business and clearing approvals.
INFII Finance is a next-generation business banking platform bridging traditional finance and Web3. Built for SMEs, startups, and cross-border enterprises, INFII enables businesses to manage virtual accounts, move money across currencies and stablecoins, and stay compliant — all in one place.
Rather than stripping features out, the mobile experience re-prioritizes them. The same flows exist, but the interface surfaces the actions that matter most when time and attention are limited: checking the state of the business and clearing approvals.
Home
Home
A glanceable home that leads with total balance and available funds, then surfaces the three highest-frequency actions (Internal, Global, Account) and a live transaction feed with status pills — so owners can read the state of the business in under three seconds without drilling into any menu.
A glanceable home that leads with total balance and available funds, then surfaces the three highest-frequency actions (Internal, Global, Account) and a live transaction feed with status pills — so owners can read the state of the business in under three seconds without drilling into any menu.
Approval
Approval
A triage-first inbox organized by Pending / Assigned / Completed, with each request showing counterparty, rail type, amount, requester, and SLA countdown on a single card — enabling executives to scan, batch-assign, or approve transactions in one tap without losing the context needed to make a confident decision.
A triage-first inbox organized by Pending / Assigned / Completed, with each request showing counterparty, rail type, amount, requester, and SLA countdown on a single card — enabling executives to scan, batch-assign, or approve transactions in one tap without losing the context needed to make a confident decision.
Admin Portal: A Regulator-Ready System of Record
Admin Portal: A Regulator-Ready System of Record
The admin portal is where INFII's compliance and operations teams do their work — and where the company's regulatory posture is ultimately defended. Designing it required treating internal users with the same care as customers.
INFII Finance is a next-generation business banking platform bridging traditional finance and Web3. Built for SMEs, startups, and cross-border enterprises, INFII enables businesses to manage virtual accounts, move money across currencies and stablecoins, and stay compliant — all in one place.
The admin portal is where INFII's compliance and operations teams do their work — and where the company's regulatory posture is ultimately defended. Designing it required treating internal users with the same care as customers.
Customer Case Workspace
Customer Case Workspace
KYB Review Tool
KYB Review Tool
Transaction Monitoring
Transaction Monitoring
AML Alerts & Case Management
AML Alerts & Case Management
Support Console
Support Console
Role-Based Admin Permissions
Role-Based Admin Permissions
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