Marketplace

Swoop Funding_

Advanced finance-matching, Deal flow management /

2024

Swoop Funding recognized the challenges faced by small and medium enterprises (SMEs) in accessing finance and the complexities brokers encountered in deal flow management. To address these issues, Swoop Funding developed a groundbreaking marketplace platform aimed at streamlining finance matching and enhancing deal flow management for SMEs and brokers.

Project

Role

Product Designer

Period

4 years

Tools

Jira
Confluence
Sketch
Figma
Miro

Challenges

The finance industry was notoriously complex, particularly for SMEs seeking suitable financing options and brokers managing deal flow efficiently. Understanding the nuanced needs of both parties while ensuring compliance with regulatory standards presented significant challenges.

Approach

Our approach began with comprehensive user research to understand the pain points and requirements of SMEs and brokers. This research informed the creation of detailed user personas and journey maps, guiding the design process.

Solution

The resulting platform boasted a user-friendly interface that simplified the finance matching process. The dashboard provided a holistic view of available finance options, with advanced filtering and search capabilities. Integrated messaging and document sharing features facilitated seamless communication between SMEs and brokers, enhancing collaboration.

Results

Since its launch, Swoop Funding’s marketplace has revolutionized finance matching for SMEs and brokers. Users reported increased efficiency in deal flow management and higher success rates in securing finance.

Matches on Marketplace

User Flows

UX/UI documentation refers to the comprehensive set of materials created during the design process to ensure clarity, consistency, and effective communication among designers, developers, stakeholders, and other relevant parties. This documentation serves as a guide for understanding the design decisions, interactions, and visual elements of a digital product, such as a website or application.

Visual representations of the paths users take to accomplish specific tasks within the product. User flows illustrate the sequence of steps, decision points, and possible interactions, helping designers identify potential usability issues and optimize the user experience.

The platform’s intuitive design and robust security measures garnered praise from users and industry experts alike.

Marketplace desktop experience 2024

Marketplace mobile experience 2024