Case Study
FinPilot
FinPilot is a digital banking platform designed to simplify account management, payments, transfers, financial activity, and operational banking workflows.
- 10 MonthsDelivery Timeline
- 13 SpecialistsProject Team
- 10 IntegrationsConnected Interfaces
Project Overview
FinPilot is a digital banking platform designed to give customers a structured way to manage accounts, balances, payments, transfers, and financial activity. Users can create profiles, access account information, move funds, review transactions, and manage payment related activities through dedicated interfaces. Banking operations teams can monitor customers, transactions, account activity, and service workflows through an administrative dashboard. The product was built to bring customer banking experiences and internal processes into one connected environment with clear information across every interaction. Abhineh Infotech supported product planning, UI UX design, application development, backend engineering, integrations, testing, and deployment.
Project Idea
FinPilot was designed to connect everyday banking activities through one structured platform where customers and banking teams could manage financial workflows with greater clarity.
Traditional banking workflows can involve separate experiences for accounts, transfers, payments, transaction history, and customer support. FinPilot needed to bring these activities together while keeping financial information organised and accessible for customers and operational teams.
Abhineh Infotech connected account services, balance information, transfers, payments, transaction records, notifications, and administrative workflows through a unified architecture. The approach helped maintain consistent financial information across interfaces while creating clear communication between customer facing services and internal banking operations.
The product principle focused on clarity, speed, and confidence. Customers needed clear balances, transaction details, payment information, and transfer status. Banking teams needed structured operational visibility. Consistent interface patterns helped users understand financial activity while reducing unnecessary steps across common banking journeys.
Challenges
FinPilot supported customers, banking operations teams, and administrators with different responsibilities and access requirements. Customers needed focused account and payment experiences, while internal teams required broader controls for customer management, transaction review, account activity, and operational workflows.
Banking platforms process sensitive information across accounts, balances, beneficiaries, payments, transfers, transaction records, and customer profiles. FinPilot required structured data models, validation processes, access controls, and consistent information handling across customer interfaces and internal banking services.
Banking activity can increase considerably around payroll periods, scheduled payments, business activity, and high transaction volumes. The platform required efficient APIs, caching, scalable services, and reliable infrastructure to maintain responsive account, transfer, payment, and transaction experiences during periods of increased activity.
Project Milestones We Achieved
| Milestone | Tasks | Timeline | Responsible |
|---|---|---|---|
| Discovery and Planning | Mapped customer and banking operations journeys, account requirements, payment workflows, transfer rules, compliance needs, integrations, and architecture. | Month 1 | Product and Engineering Team |
| UI/UX Design | Designed account, balance, transfer, payment, transaction, notification, customer support, and administrative banking interfaces. | Month 2 to 3 | UI UX Design Team |
| Core Development | Built authentication, accounts, balances, beneficiaries, transfers, payments, transaction services, APIs, and operations dashboard foundations. | Month 4 to 6 | Application Development Team |
| Integrations and Testing | Connected banking, payment, identity, notification, and transaction services while validating workflows, access controls, and platform performance. | Month 7 to 9 | Integration and QA Team |
| Launch and Optimization | Prepared production infrastructure, completed final validation, monitored banking activity, resolved issues, and refined core financial workflows. | Month 10 | Engineering and Delivery Team |
Project Features
FinPilot connects account management, transfers, payments, transaction visibility, customer profiles, and banking operations through one structured digital banking platform.
Account and Profile
Customers can manage personal information, account details, preferences, and authentication settings through a secure banking profile experience.
Account Balances
Users can review available balances, account information, and recent financial activity through clear and structured account views.
Transfers and Beneficiaries
Customers can manage beneficiaries, initiate transfers, review transfer details, and monitor transaction status through focused payment workflows.
Payments
Users can manage supported payment activities with clear payment information, confirmation details, and accessible transaction records.
Transaction History
Customers can review financial activity with organised transaction details, dates, amounts, references, and status information.
Banking Operations Dashboard
Internal teams gain central visibility into customers, accounts, transactions, payments, transfers, and operational activity through administrative controls.
Results
FinPilot launched as a connected digital banking platform covering customer accounts, balances, transfers, payments, transaction history, notifications, and banking operations. The delivered product brought essential financial workflows into one structured digital environment.
Centralised operational tools gave banking teams clearer visibility into customers, accounts, payments, transfers, and transaction activity. Structured workflows helped teams review financial information more consistently while supporting routine operational processes through dedicated administrative controls.
Customers gained a more organised banking journey across account management, balances, transfers, payments, and transaction records. Clear information architecture helped users locate important financial details and move through common banking activities with fewer unnecessary steps.
The platform established a foundation for continued banking product development. Its architecture can support additional account services, payment capabilities, financial products, reporting functions, customer tools, and operational features as FinPilot expands.
Development Process
Explore
- Banking Research
- Journey Mapping
- Requirement Analysis
- Account Wireframes
- UI UX Design
- Flow Validation
Implement
- Web Development
- Backend Development
- API Development
- Banking Services
- Payment Services
- Identity Services
Execute
- Functional Testing
- Security Testing
- Load Testing
- Production Setup
- Activity Monitoring
- Workflow Optimization
Typography & colors
Plus Jakarta Sans
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Primary
#9F1239
Secondary
#FB7185
Tertiary Color
#FFE4E6
Icons Color
#64748B
Text Color
#0F172A
Background Color
#FFFFFF
App Visuals
FinPilot
£11,290.40
Accounts
UK balances
Activity
Recent payments
Transfer
Send Faster Payment
Payee trusted
ConfirmAlerts
Security notices
Almost there
Create profile
Tech Stack
Angular supported structured web interfaces for FinPilot with reusable components and responsive banking screens. Java with Spring Boot powered backend services for accounts, payments, transfers, and transaction workflows. MariaDB handled structured financial data, Apache Pulsar supported asynchronous event processing, and Oracle Cloud provided infrastructure, deployment, monitoring, and scalable application services.
- Angular
- Java Spring Boot
- MariaDB
- Apache Pulsar
- Oracle Cloud
Build A Secure Digital Banking Experience
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