BTG Pactual
A financial platform designed for businesses, offering simple and integrated financial solutions to streamline entrepreneurs' daily operations.
- Industry
- Fintech
- Client
- BTG Pactual
- Service
- UX UI Design
- Type
- Web/Mobile
Context & problem
BTG Pactual, Latin America's largest investment bank, wanted to win over small and mid-sized businesses with a simple, integrated financial platform for entrepreneurs' day-to-day operations.
- Fragmented finances — Business owners juggled banks, spreadsheets and payment tools to run daily operations.
- Complex banking language — Financial products were built for specialists, not for busy entrepreneurs.
- Strict compliance — Every flow had to meet banking regulation without adding friction for the user.
Process & discovery
I led UX/UI for B2B financial products across web and mobile, aligning stakeholders, compliance and business goals from discovery to delivery.
- Benchmark — Competitive analysis of digital banks and business finance tools.
- Understand — Interviews with entrepreneurs to map their daily financial routines.
- Prototype — Web and mobile flows tested and refined with real business owners.
- Align — Reviews with compliance, product and engineering before every release.
Results
The redesigned financial application exceeded its annual revenue target and new features reached businesses across Brazil.
- 35% Above — Revenue Target
- 100K+ Companies — Impacted
Tools
The stack I used across research, design and handoff.
- Figma — UI & Prototypes
- Miro — Research & Flows
- Maze — Usability Tests
- Jira — Specs & Handoff
Learnings
- Compliance is a design material — Bringing legal and risk teams in early turned rules into clear, trustworthy flows.
- Speak the business owner's language — Replacing banking jargon with plain words made complex products feel simple.
- Small wins compound — Removing friction from everyday tasks drove adoption more than big new features.