FinView.ai – Transforming Debt Recovery with Intelligent Automation

Client: FinView.ai
Industry: FinTech, Debt Collection, SaaS
Services: Product Design, Full-Stack Development, Automation Workflows, API Integration, Mobile App Development, Compliance Architecture
Platform: Cross-Platform Web & Mobile SaaS Application.
Website URL: https://www.finview.ai/

Project Overview

FinView.ai is redefining how debt recovery is managed with a new kind of platform—automated, intelligent, and radically user-friendly. Built for modern debt collection agencies, it streamlines recovery operations while offering debtors a seamless, stress-free digital experience.

The team at FinView.ai partnered with ProtonBits to conceptualize and build a powerful product ecosystem that integrates compliance, communications, payments, and analytics in one place. The result: a platform that empowers debt professionals to automate repetitive tasks, make informed decisions, and build trust-based relationships with clients. and museum-quality storytelling.

The Challenge

Traditional debt collection processes are outdated—manual, fragmented, and often lead to negative user experiences. Our client’s vision was to build a modern debt collection solution that:

  • Replaces manual communication with intelligent workflows

  • Empowers debtors with a mobile-first self-service portal

  • Supports complex integrations with existing finance and CRM tools

  • Ensures GDPR and financial compliance from day one

  • Provides real-time insights for faster, data-driven decision-making


    ProtonBits was selected to translate this ambitious vision into a secure, scalable, and flexible cloud solution that would be used by financial institutions and collection agencies across Europe.

Our Solution

We delivered a feature-rich platform backed by modern engineering, efficient UX, and scalable infrastructure:

Unified Agent Dashboard

A powerful workspace for case managers to view debtor profiles, assign tasks, initiate workflows, and track real-time interactions from one centralized interface.

No-Code Workflow Automation

We developed a visual workflow builder allowing managers to automate debtor communications across channels (SMS, email, app push) without writing a single line of code.

Fully Branded White-Label Mobile App

The self-service mobile app enables users to manage their payments, update personal information, or request support—all branded to match agency identity.

Insights & Performance Analytics

Custom dashboards and pre-built reports help organizations monitor recovery rates, agent performance, and debtor engagement in real time.

End-to-End Security & Compliance

We implemented encryption, access controls, audit logs, and GDPR-safe data handling to meet the strictest financial industry regulations.

Seamless Integrations

ProtonBits engineered API connections for Microsoft 365, MultiSafePay, SendGrid, Messagebird, and other key systems for real-time synchronization across tools.

UI/UX Highlights

Our design team focused on creating an interface that balances functionality and empathy.
Key goals were:

  • Trust through Design: Friendly visual cues, clear calls to action, and accessible language reduce friction and stigma around debt.

  • Clear Visual Hierarchy: Smart use of cards, tags, and filters helps agents and debtors prioritize important tasks.

  • Accessibility Compliance: Color contrast, keyboard navigation, and screen-reader compatibility built into every screen.

Technologies Used

  • Frontend: React.js, Tailwind CSS, Redux

  • Backend: Node.js, Express.js

  • Mobile App: React Native

  • Database: MongoDB

  • DevOps: Docker, AWS EC2, AWS S3, CloudFront CDN

  • Integrations: Microsoft 365, MultiSafePay, Messagebird, SendGrid, Auth0

  • Compliance: GDPR, PCI-DSS

Real-World Impact

  • 40% faster case resolution through automation and intelligent workflows

  • 60% more digital payments after launch of the mobile self-service app

  • 30% time saved per agent thanks to streamlined task automation

  • Adopted across 5 countries within the first year of release

Final Thoughts

FinView.ai is a prime example of ProtonBits’ strength in building next-gen SaaS platforms that are complex behind the scenes but simple for users. By combining intelligent design, powerful automation, and secure architecture, we helped turn a niche financial tool into a scalable global solution.