01

Mastercard - Transaction management platform

01

Mastercard - Transaction management platform

01

Mastercard - Transaction management platform

Product design for a transaction management platform. A platform that allows people and organizations to send and receive money how, where and when they choose.

Product design for a transaction management platform. A platform that allows people and organizations to send and receive money how, where and when they choose.

Role:

Role:

Product Designer

Product Designer

Industry:

Industry:

Financial Services

Financial Services

Duration:

Duration:

1 year

1 year

Challenges

Challenges

Mastercard set out to improve the design of Send 2.0, its global transaction management platform that enables organisations to send and receive money anytime, anywhere. The challenge was to streamline the onboarding experience for financial institutions and improve transaction setup and management for partners worldwide.

Key challenges:

  • Complex onboarding processes for Financial Institutions (FIs) and Transaction Initiators (TIs)

  • Lack of consistency across institution setup flows

  • Outdated user experience with limited accessibility and scalability

  • Data-heavy dashboards that were difficult to interpret and act on

  • Misalignment with Mastercard’s modern design system

My Approach

My Approach

As the product designer on this project, I led the redesign of the platform’s UX and UI, ensuring scalability, accessibility, and alignment with Mastercard’s design system.

Key activities:

  • Discovery & Definition

    • Conducted deep dives into platform documentation and workflows

    • Collaborated with Mastercard’s business analysts to identify UX pain points

    • Defined user needs and mapped complex journeys around onboarding, profile setup, and transaction processing

  • UX & UI Design

    • Redesigned the onboarding and payment setup experience to simplify complex tasks such as institution configuration and transaction routing

    • Developed a scalable design system and component library aligned with Mastercard’s global standards

    • Created data visualisation assets (charts, dashboards, preferences) to make technical data more understandable and actionable

  • Design Leadership

    • Managed design sprints and tasks via Notion to ensure timely delivery

    • Conducted regular design reviews, providing feedback to ensure consistency and quality across the team

    • Used Sketch, Abstract, and InVision to iterate on MVP and post-MVP features

  • Prototyping & Testing

    • Built an interactive prototype that was tested with internal stakeholders and refined through continuous feedback

    • Conducted A/B testing to validate interface changes and improvements

Co-Creation

Collaboration was key to delivering a product that met both technical and user needs.

  • Worked closely with Mastercard stakeholders, business analysts, and engineers in weekly co-design sessions

  • Presented design iterations and facilitated discussion around usability, scalability, and technical feasibility

  • Integrated team feedback into each design sprint, creating an iterative design loop focused on real-world application

Results

Results

The project resulted in a scalable, user-friendly prototype of a global transaction platform that simplified onboarding and improved day-to-day operations for institutions and partners.

Key outcomes:

  • Redesigned onboarding journey now used as a blueprint across other flows and products

  • Created a consistent, accessible UI system adopted across multiple financial institution integrations

  • Streamlined experience reduced onboarding complexity and improved internal alignment across teams

  • Built trust with stakeholders through clear communication, high-quality assets, and an iterative approach

Future Plans

Future Plans

The scalable components and flows I designed are now being extended across new journeys and regions within the Mastercard ecosystem.

Next steps include:

  • Expanding the design system for partner tools and APIs

  • Testing the flows with external FI users across different geographies

  • Continuing to refine dashboards to improve data visualisation and decision-making

  • Supporting broader platform enhancements with accessibility baked in from day one

Conclusion

Conclusion

This project gave me the opportunity to design for complexity at scale — translating technical, data-heavy processes into clear, user-friendly experiences. Working in close partnership with Mastercard’s analysts and engineers, I helped shape a platform that balances business goals with thoughtful design, and lays the groundwork for future growth and global adoption.