Kotak Fyn
Designed one of India’s most comprehensive corporate banking platforms
Industries
Banking and Finance
B2B enterprise platform
Services we offered
• System design
• Centralized design system
• UX UI Design
Preview link
Fyn.kotak.bank
OVERVIEW
The work involved bringing clarity to data-heavy banking experiences while operating within fixed legacy systems and established banking flows. The platform needed to support both awareness and action in the same experience, serving multiple user roles through a single interface.
What is FYN?
CHALLENGES
PERSONAS
FYN serves multiple user roles, each with distinct responsibilities and expectations. Understanding these personas was critical to designing clear, role-aware, and scalable experiences across the platform.
Who Uses FYN?
01
Corporate Users
Corporate users manage business finances daily across multiple accounts and roles, including Makers, Checkers or Viewers, Authorisers, and Self-Authorisers. They value speed, accuracy, and clear visibility due to high transaction volumes.
02
Bank Ops Users
Bank operations users manage access, monitoring, and compliance, ensuring the platform remains secure and reliable at scale. They prioritise clarity, control, and system reliability to keep the platform secure and operational.
SOLUTIONS
The Dashboard
The dashboard was designed as a true overview of the platform, surfacing priority actions, quick access to accounts, deposits, and loans, along with relevant offers such as loans and cards.
A reminders and notifications sidebar enabled fast visibility into actionables and important information, while a bookmark-style quick links feature allowed users to save frequently accessed pages, including deep-level screens, reducing repeated navigation. The navigation sidebar was intentionally kept thin to maximise space for core modules and maintain focus on efficiency and clarity.
A Unified Experience
Beneficiary Management
at Scale
Unlike retail banking, beneficiary management in the corporate context supported grouped beneficiaries, where a single payee could have multiple linked accounts. This added complexity to the flow, requiring clear structure and visibility to ensure users could manage, select, and transact with the right account quickly and confidently.
Scalable Service Request Framework
Setting the Design Foundations
We leveraged Kotak’s existing design system while rebuilding key components to support complex, data-heavy use cases. To ease development and maintenance, we created a wrapper around the existing design system, allowing teams to extend functionality while preserving the core system and brand consistency.
