Wenimmo
A B2B financial distribution SaaS designed for two distinct operational profiles. A single interface adapts workflows for IFAs and Middle Office teams while unifying subscription tracking.
300+
IFAs onboarded
1,000+
Subscriptions completed
32M€
Total volume processed
15min
Per subscription
Context
One shared dataset across two roles
Wenimmo is a B2B financial distribution SaaS. IFAs initiate subscriptions and manage client relationships, while Middle Office teams oversee compliance and case validation.
The challenge: merge these divergent workflows into a single tool without adding cognitive friction.
Problem
Balancing speed and rigor
IFAs operate on the move, between client meetings. Their priority is speed: track cases and launch subscriptions in just a few clicks. Conversely, Middle Office teams handle high volume and require density: advanced filters, granular pipelines, and thorough administrative tracking.
The challenge lies in building a single system that shifts its UI priorities based on the connected profile, without maintaining two separate products.
Solution
One platform, two distinct workflows
The platform relies on a single dataset to guarantee full synchronization. The interface dynamically adapts to each profile by adjusting its visual density, priorities, and actions.
On one side, a linear flow guides the IFA straight to signature. On the other, a dense pipeline is optimized for high-volume Middle Office processing.
Decisions
Designing for two opposing needs
Tailored experience
The application loads a dedicated environment based on the account type, adapting to each role’s workflow without visual clutter.
Synchronized flows
Every action reflects instantly across account types, providing a seamless shared baseline for both roles in real time.
Invisible compliance
KYC verification and e-signatures were integrated directly into the funnel and run in the background to preserve flow.
IFA Profile
In client meetings, between consultations
Designed for mobility, the interface enables IFAs to check file statuses instantly, initiate subscriptions, or validate documents on the go. The system preserves context across sessions, allowing users to resume interrupted workflows without any setup.
Workflow separation
Investor status (individual/entity) is set at entry to direct the flow and eliminate input errors early on.
Clear progress tracking
The stepper makes progress predictable across dense flows, reducing cognitive load and simplifying context recovery.
Business-oriented statuses
Labels translate technical logic into business terms, serving operational teams over database logic.
Irreversible actions
RTO agreements and final submissions carry legal weight. The UI isolates these steps to highlight their compliance impact.
Middle Office Profile
Bulk processing, without losing track
The Middle Office daily orchestrates dozens of complex subscriptions with constantly shifting statuses. The interface adapts in real time to streamline mass workflows, automate repetitive tasks, and eliminate the risk of operational errors.
Centralized view
The list view consolidates all files to manage every workflow in one place, regardless of the originating IFA.
Contextual actions
Whether reminding, flagging, or approving, actions adapt to file status to prevent invalid operations.
Volume management
Advanced filters and batch selection speed up mass processing without compromising individual file traceability.
Confirmed closure
Once approved by the operator, this final status freezes the visual state and permanently locks the subscription history.
Impact
Unmatched productivity
Unifying the flow removes the barrier between front and back-office operations. A single interface now orchestrates two distinct roles, ensuring total operational efficiency across teams.
For IFAs
Workflow interruptions no longer disrupt operations. Visual tracking makes it seamless to resume any active file, permanently eliminating data entry friction.
For the Middle Office
Security and efficiency drive mass operations. Contextual actions and built-in audit trails eliminate manual entry errors and drastically accelerate approvals.
Contact
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