Financial Services / FinTech / Debt Relief

Driving Measurable Impact in Debt Relief Product Transformation

Driving Measurable Impact in Debt Relief Product Transformation

Project Results
Project Results

450,000+

Users

-26.3%

Program Cancellations

-41.2%

Service Cost

+38.6%

Design & development Speed

-32%

Development Cost

About Project

Company: Pattage
After years on an outdated customer portal, the company needed a full rebuild to improve clarity and keep clients engaged. The new portal provides a modern experience, transparent steps, and clearer guidance through a complex process.

Problem

  1. 50% Program Cancelation Rate

  2. Lack of self-service = higher operational cost

Legacy Challenges

  1. Outdated tech stack - Wordpress & Salesforce UI
  2. No experimentation framework

  3. Slow releases and limited agility

  4. No unified design system or source of truth

Project Milestones

Project Milestones

Strategy and measurable ROI always come first. Each phase of the project was built around clear KPIs, ensuring every decision moved us toward higher engagement, transparency, and long term retention.
Strategy and measurable ROI always come first. Each phase of the project was built around clear KPIs, ensuring every decision moved us toward higher engagement, transparency, and long term retention.

Phase 1

UX Research & discovery

UX Research & discovery

Phase 2

Wireframing and user testing

Wireframing and user testing

Phase 3

Prototyping and validation

Prototyping and validation

Phase 5

Design System Creation and Documentation

Design System Creation and Documentation

Phase 6

Implementation

Implementation

Phase 7

QA and Iteration

QA and Iteration

End Result Snapshots

Settlement Approval on the go in 1 click

Progress Tracker: Overall

Progress Tracker: Creditors

Transparency: Transactions

Settlement Offer Approval in 1 click

Best In Class: Push Notifications

Fully Responsive and optimized for web, tablet and mobile

DANIEL SHUMILOV

PRODUCT MANAGEMENT & DESIGN

Get In Touch

DANIEL SHUMILOV

PRODUCT MANAGEMENT & DESIGN

Get In Touch

DANIEL SHUMILOV

PRODUCT MANAGEMENT & DESIGN

Daniel Shumilov
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Hi there 👋 If your goal is growth, efficiency, and a real return, I can help you get there.

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