Bank Partner Hub

As part of its partner-driven strategy, the bank set out to empower its external agent network with a modern, self-service digital platform.

Agents play a vital role in expanding the bank’s footprint - from attracting new clients to promoting key financial products. But their day-to-day work was often hindered by outdated tools, scattered communication channels, and a lack of transparency around commissions and performance.

We were brought in as a design and product strategy partner - responsible for defining the core flows, structuring the UX, and building an interface that reflects the real priorities of field agents.
Development was handled by the bank’s in-house tech team, based on our business logic and design deliverables.

The project aimed to streamline how different user roles - including agents, managers, and administrators - operate within the bank’s partner network.

Each role had distinct responsibilities:

• Agents focused on client acquisition, commission tracking, and access to product information;

• Managers worked with agents and handled documentation workflows;

• Administrators oversaw agent profiles, documentation, and platform configuration.

Our goal was to bring these roles into a single, well-structured system that supports:

• Smooth coordination between roles;

• Transparent workflows for client onboarding and commission tracking;

• Easy access to up-to-date materials and documentation;

• A scalable foundation for operational growth and policy changes.

The platform had to balance simplicity for agents with the functional depth needed by managers and admins - all while reducing operational friction and improving visibility across the agent network.

“The new platform finally gave our agents a clear, structured space to work. Everything - from onboarding to everyday coordination - is now in one place. It’s made day-to-day operations much smoother, both for the agents and for our internal teams.”

In the banking sector, partner-facing systems often suffer from fragmented tools, unclear workflows, and heavy reliance on manual communication. Agents have limited visibility, managers work across disjointed channels, and internal teams face constant support load.

Our focus was to fix that - with a role-based, scalable system that brings structure and trust to every part of the process.

We focused on:

• Designing clear UX flows tailored to agents, managers, and administrators - each with precise access, responsibilities, and tasks;

• Replacing scattered processes with a centralized platform where everything - from client onboarding to commission tracking - happens in one place;

• Building transparent logic around commissions and reporting, so agents could trust the numbers and work independently;

• Supporting internal banking operations like document handling, approvals, and platform control - without overwhelming users with complexity;

• Creating a foundation that’s not just functional today, but scalable for future roles, regions, and policy changes.

By simplifying the experience for agents and reinforcing clarity for internal teams, the platform helped reduce operational friction - while staying aligned with banking standards and oversight.