Finvu Open Finance Platform & Account Aggregator

A secure open-finance platform enabling consent-driven financial data aggregation.
We crafted the UI/UX for the Finvu App, an internal financial dashboard, and associated products helping make complex consent flows, financial data journeys, and API-driven user experiences simple, secure, and human-centric.


Finvu Open Finance Platform & Account Aggregator

A secure open-finance platform enabling consent-driven financial data aggregation.
We crafted the UI/UX for the Finvu App, an internal financial dashboard, and associated products helping make complex consent flows, financial data journeys, and API-driven user experiences simple, secure, and human-centric.


We partnered with Finvu — a leading RBI-licensed Account Aggregator — to design front-end experiences for both consumer and enterprise products that translate complex financial data consent and aggregation into clear, trusted interfaces.

Finvu operates as an NBFC-AA under RBI regulations, enabling customers to share trusted financial data securely with banks, lenders, wealth managers, and fintech products through consent-driven flows. Finvu products encompass an end-user mobile app for account linking and consent management, an internal dashboard for institutional users, and product UIs for API and consent journeys. The design challenge combined deep compliance constraints with easy-to-understand user journeys across multiple user types

Year

2023 – 2024

Client

Finvu

Services

UI/UX Strategy, Product Design, Interaction Design

We partnered with Finvu — a leading RBI-licensed Account Aggregator — to design front-end experiences for both consumer and enterprise products that translate complex financial data consent and aggregation into clear, trusted interfaces.

Finvu operates as an NBFC-AA under RBI regulations, enabling customers to share trusted financial data securely with banks, lenders, wealth managers, and fintech products through consent-driven flows. Finvu products encompass an end-user mobile app for account linking and consent management, an internal dashboard for institutional users, and product UIs for API and consent journeys. The design challenge combined deep compliance constraints with easy-to-understand user journeys across multiple user types

Year

2023 – 2024

Client

Finvu

Services

UI/UX Strategy, Product Design, Interaction Design

Project goals

Our design focus was clarity in complexity, trust cues in security-centric environments, and pattern systems that support scalability across data-heavy screens.

Design unified UI/UX solutions that make:

  • Financial consent meaningful and human - translating regulatory consent constructs into intuitive micro-interactions

  • Aggregated financial data understandable -presenting accounts, balances, statements and linked institutions in digestible visuals

  • Internal dashboards powerful yet usable -letting enterprise users track onboarding, consents, API usage and data flows at a glance

  • Cross-product consistency - ensuring visual and interaction design carries seamlessly across app and dashboard

result

Together with Finvu’s engineering teams, our designs elevated both the end-user experience of financial consent and institutional insights into aggregate usage — positioning Finvu as a dependable open finance platform.

Finvu’s products now support secure, consent-driven data access across India’s financial ecosystem — connecting banks, lenders, wealth platforms, NBFCs and end users. Our design work helped:

  • Translate complex RBI Account Aggregator consent models into intuitive user journeys.

  • Present aggregated financial data clearly on mobile and web screens.

  • Support internal operational workflows through actionable dashboards.

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