Improving circulars & clauses for ComplianceOS

Improving circulars & clauses for ComplianceOS

B2B Enterprise product

B2B Enterprise product

Context

Context:

ComplianceOS is one of the B2B AI products offered by Onfinance AI. It helps banks and AMCs stay compliant with regulatory bodies like SEBI and RBI.


Clients: NSE, BSE, ICICI Mutual Fund, Nippon Mutual Fund House.

ComplianceOS is one of the B2B AI products offered by Onfinance AI. It helps banks and AMCs stay compliant with regulatory bodies like SEBI and RBI.


Clients: NSE, BSE, ICICI Mutual Fund, Nippon Mutual Fund House.

Team

Brief:

  • Niral Patel (Product designer)

  • Abhinav Singh (AI engineer)

  • Priyesh Shrivastava (CTO)

  • Niral Patel (Product designer)

  • Abhinav Singh (AI engineer)

  • Priyesh Shrivastava (CTO)

Issues with the existing design:

Issues with the existing design:

Highlighting key areas where the current design falls short in meeting user needs, usability principles, or business goals.

The current design has a high cognitive load and appears overly cluttered. Additionally, it lacks features and workflows aligned with the compliance team’s current processes, hindering usability and efficiency.

Primary users:

Primary users:

1. Chief Compliance Officer (CCO):

• Oversees compliance frameworks and ensures regulatory adherence.

• Needs centralized monitoring, automation, and reporting tools.


2. Chief Risk Officer (CRO):

• Manages risks and regulatory strategies.

• Requires predictive analytics and risk indicators.


3. Compliance Officers:

• Handle day-to-day compliance tasks and policy updates.

• Need task automation, alerts, and regulatory updates.


4. Heads of Departments (HODs):

• Manage department-specific compliance efforts.

• Require department-level tracking and policy alerts.


5. Business Teams:

• Execute tasks while adhering to compliance guidelines.

• Need quick, integrated access to compliance guidance.

Want to see full project ? Let's get in touch👇

2023 Niral Patel, crafted with Passion

Want to see full project ? Let's get in touch👇

2023 Niral Patel, crafted with Passion