matya
AI-Powered Conversational Data Collection
AI Conversational Data Collection
overview
introduction
Matya is an AI-powered platform that transforms complex forms into secure, conversational experience- helping businesses collect accurate, compliant client data with speed and ease. As the product evolved, Matya sought to refine its user experience across both agent and client touch points.
Matya is an AI-powered platform that transforms complex forms into secure, conversational experience- helping businesses collect accurate, compliant client data with speed and ease. As the product evolved, Matya sought to refine its user experience across both agent and client touch points.
our part
We partnered with Matya to refine their end-to-end product experience, delivering a full UX audit, improved flows, and redesigned interfaces for both the client-facing app and the agent dashboard. In parallel, we refreshed the brand identity, defined a cohesive color palette, and built a scalable component library to ensure clarity and consistency across platforms.
We partnered with Matya to refine their end-to-end product experience, delivering a full UX audit, improved flows, and redesigned interfaces for both the client-facing app and the agent dashboard. In parallel, we refreshed the brand identity, defined a cohesive color palette, and built a scalable component library to ensure clarity and consistency across platforms.
my role
I led the UX and UI design across the project, from conducting the UX audit and restructuring user flows to designing the client-facing mobile experience and the agent dashboard. I was also responsible for defining the visual direction, refining microcopy, and building a scalable component library in close collaboration with the product and development teams.
I led the UX and UI design across the project, from conducting the UX audit and restructuring user flows to designing the client-facing mobile experience and the agent dashboard. I was also responsible for defining the visual direction, refining microcopy, and building a scalable component library in close collaboration with the product and development teams.
problem
Matya’s core technology was powerful, but the overall experience was fragmented and hard to understand. Wealth managers struggled with unclear setup flows and document management, while clients were faced with complex, technical processes during identity verification. The lack of clear guidance, inconsistent microcopy, and unstructured flows created friction on both sides, risking lower completion rates and reduced trust in a critical compliance process.
Matya’s core technology was powerful, but the overall experience was fragmented and hard to understand. Wealth managers struggled with unclear setup flows and document management, while clients were faced with complex, technical processes during identity verification. The lack of clear guidance, inconsistent microcopy, and unstructured flows created friction on both sides, risking lower completion rates and reduced trust in a critical compliance process.
goals
user goals
Enable clients to complete identity verification confidently, quickly, and with minimal effort
Enable clients to complete identity verification confidently, quickly, and with minimal effort
Provide clear guidance at every step of the process through a friendly, conversational experience
Provide clear guidance at every step of the process through a friendly, conversational experience
Allow wealth managers to easily create, manage, and send documents without friction or confusion
Allow wealth managers to easily create, manage, and send documents without friction or confusion
business goals
Increase completion rates for KYC and compliance-related flows
Increase completion rates for KYC and compliance-related flows
Reduce manual follow-ups, errors, and back-and-forth communication
Reduce manual follow-ups, errors, and back-and-forth communication
Position Matya as a modern, AI-driven fintech platform that builds trust and scales with enterprise needs
Position Matya as a modern, AI-driven fintech platform that builds trust and scales with enterprise needs
process
market research
We reviewed leading platforms in digital document workflows and identity verification, including DocuSign, Onfido, and Veriff, to understand how complex, compliance-driven processes are presented to users. We focused on onboarding, document upload flows, progress indication, and trust-building patterns that reduce friction and increase completion rates. These insights directly informed the structure, guidance, and tone of Matya’s redesigned experience.
We reviewed leading platforms in digital document workflows and identity verification, including DocuSign, Onfido, and Veriff, to understand how complex, compliance-driven processes are presented to users. We focused on onboarding, document upload flows, progress indication, and trust-building patterns that reduce friction and increase completion rates. These insights directly informed the structure, guidance, and tone of Matya’s redesigned experience.
Key areas explored included: document onboarding flows, identity verification patterns, progress and status indicators, validation and error handling, review and confirmation moments, and the use of microcopy to build trust throughout compliance-driven experiences.
Key areas explored included: document onboarding flows, identity verification patterns, progress and status indicators, validation and error handling, review and confirmation moments, and the use of microcopy to build trust throughout compliance-driven experiences.
user flow
We designed a clear end-to-end flow that connects the advisor’s workflow with a seamless client experience. Advisors initiate and send requests from their dashboard, while clients complete the entire process through a guided AI chat, from identity verification to final review.
We designed a clear end-to-end flow that connects the advisor’s workflow with a seamless client experience. Advisors initiate and send requests from their dashboard, while clients complete the entire process through a guided AI chat, from identity verification to final review.
This structure ensures clarity, reduces friction, and gives advisors full visibility into progress without manual follow-ups.
This structure ensures clarity, reduces friction, and gives advisors full visibility into progress without manual follow-ups.
design
Agent Experience
We designed the agent dashboard to simplify document creation and client management while maintaining full control and visibility. The flow focuses on clarity and speed - allowing wealth managers to create document types, upload questionnaires, and send requests in just a few steps. Clear hierarchy, intentional microcopy, and a calm, professional UI reduce cognitive load and support efficient, repeatable workflows.
We designed the agent dashboard to simplify document creation and client management while maintaining full control and visibility. The flow focuses on clarity and speed - allowing wealth managers to create document types, upload questionnaires, and send requests in just a few steps. Clear hierarchy, intentional microcopy, and a calm, professional UI reduce cognitive load and support efficient, repeatable workflows.
Client Experience
On the client side, we replaced traditional forms with a guided AI chat experience designed to feel simple, conversational, and reassuring. Clients are led step-by-step through identity verification and required questions, with clear context, progress cues, and review moments built in. The result is a smoother, more human experience that increases completion rates while meeting compliance requirements.
On the client side, we replaced traditional forms with a guided AI chat experience designed to feel simple, conversational, and reassuring. Clients are led step-by-step through identity verification and required questions, with clear context, progress cues, and review moments built in. The result is a smoother, more human experience that increases completion rates while meeting compliance requirements.
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