Portal version 3.0
Complexity to clarity:
Redesigning Cobre’s Costumer Portal for scalable growth
About Cobre’s Portal
Simplifies financial operations by connecting and integrating multiple banking systems, payment methods, and financial tools into one cohesive platform.
A central platform for managing interoperable payments and centralizing treasury operations.
Key features
Payment management
Real-time reconciliation
Treasury centralization
Universal banking integration
The challenge
The original product was designed with a portal-first approach, and APIs were developed as an afterthought.
This structure lacked the scalability and flexibility required for international expansion.
As the company grew, a significant number of clients became API-focused, prioritizing integration over the portal’s user interface.
The portal was neither designed nor built to support an API-first model, creating inefficiencies and limitations for these users.
The goal
Meet Client Expectations: Adapt to the growing demand for robust API integrations from international clients, shifting priorities to focus on interoperability and flexibility.
Enable Scalability: Redesign the portal architecture to support cross-border operations and seamless integration with multiple financial partners.
Drive Market Expansion: Build a solution capable of scaling with Cobre's ambitions to dominate the LATAM market and expand into global fintech ecosystems.
The research phase began by uncovering user needs, analyzing competitors, and mapping an initial structure to guide the redesign. This work set the stage for a scalable and user-focused solution.
Market Research
Identified user needs and trends in B2B payment platforms, particularly in LATAM markets, to understand what features drive value.
Competitive Benchmarks
Analyzed 10 leading fintech platforms to evaluate best practices in usability, API integrations, and scalability.
Initial Information Architecture
Developed a foundational structure for the portal, mapping out key sections and how they would interact.
Wireframe Development
Created low-fidelity wireframes to visualize workflows and test initial designs with stakeholders.
Our research revealed essential priorities for the redesign:
Users need a simplified navigation structure to handle high transaction volumes seamlessly.
A focus on interoperability is critical to accommodate diverse banking and financial systems.
The design must prioritize scalability to integrate future features like Cobre Connect.
Armed with insights from research, we devised a strategic approach to redesign the portal, balancing user needs, technical scalability, and business objectives. Our method focused on iterative design, seamless collaboration, and prioritizing key features for an API-first framework.
Refining Information Architecture:
Used feedback from stakeholders and research to finalize the portal's structure.
Ensured sections like Payments, Reports, and Accounts were intuitive and scalable.
Wireframe testing and iteration:
Conducted usability tests with low-fidelity wireframes to validate workflows.
Refined layouts and flows based on feedback from users and internal teams.
The redesign of the Cobre Portal delivered impactful improvements, setting a new benchmark for scalability, efficiency, and user-centric design. Here's a snapshot of the transformation:
Simplified workflows reduced user clicks from 14 to 4
Seamlessly connected banks, payment systems, and treasury tools.
Supported 70+ user flows with modular, reusable components
Built to handle high transaction volumes across geographies.