Kumbh
Transforming into a Distributor-First Fintech Ecosystem
About
Designed a distributor-first fintech ecosystem that combines human relationships, intelligent automation, and actionable insights to drive growth for financial distributors and AMCs.Kumbh set out to build a fintech platform for financial distributors and Asset Management Companies (AMCs).
The opportunity was clear, but before investing heavily in product development, the team needed to understand the real challenges distributors faced and identify where Kumbh could create meaningful differentiation.
Upsimpl partnered with Kumbh to uncover user needs, align stakeholders, define the product strategy, and design workflow solutions grounded in real-world distributor workflows.
Usage
150M
Monthly active users (MAU)
Safety
450 billion
Trackers blocked by Firefox with Enhanced Tracking Protection
Services
Branding
Design system
Industry
Technology
Press
Fast Company
Creative Review
Design Week
Website
firefox.com
Impact
150M
Monthly active users (MAU)
Safety
450 billion
Trackers blocked by Firefox with Enhanced Tracking Protection
Services
Mobile Application Design
Branding
Design system
Industry
Fintech
Website
firefox.com
Challenge
Financial distributors operate at the centre of the investment ecosystem, yet their workflows are highly fragmented. They rely on multiple platforms, spreadsheets, portals, emails, and messaging tools to manage clients, portfolios, commissions, compliance, and reporting. Without a deep understanding of these workflows, there was a risk of building features based on assumptions rather than solving meaningful problems.
Research and Insights
Financial distributors operate at the centre of the investment ecosystem, yet their workflows are highly fragmented. They rely on multiple platforms, spreadsheets, portals, emails, and messaging tools to manage clients, portfolios, commissions, compliance, and reporting. Without a deep understanding of these workflows, there was a risk of building features based on assumptions rather than solving meaningful problems.
User Research
Product Strategy
Experience Design
Feature Prioritisation
Product Roadmapping
Get started
Ready to scale with a product that holds up?
Book a free consulting call — no pitch deck, just a straight read on where the gap is and what it's costing you.
Book Free Consulting Call
Kumbh
Transforming into a Distributor-First Fintech Ecosystem
About
Designed a distributor-first fintech ecosystem that combines human relationships, intelligent automation, and actionable insights to drive growth for financial distributors and AMCs.Kumbh set out to build a fintech platform for financial distributors and Asset Management Companies (AMCs).
The opportunity was clear, but before investing heavily in product development, the team needed to understand the real challenges distributors faced and identify where Kumbh could create meaningful differentiation.
Upsimpl partnered with Kumbh to uncover user needs, align stakeholders, define the product strategy, and design workflow solutions grounded in real-world distributor workflows.
Usage
150M
Monthly active users (MAU)
Safety
450 billion
Trackers blocked by Firefox with Enhanced Tracking Protection
Services
Branding
Design system
Industry
Technology
Press
Fast Company
Creative Review
Design Week
Website
firefox.com
Impact
150M
Monthly active users (MAU)
Safety
450 billion
Trackers blocked by Firefox with Enhanced Tracking Protection
Services
Mobile Application Design
Branding
Design system
Industry
Fintech
Website
firefox.com
Challenge
Financial distributors operate at the centre of the investment ecosystem, yet their workflows are highly fragmented. They rely on multiple platforms, spreadsheets, portals, emails, and messaging tools to manage clients, portfolios, commissions, compliance, and reporting. Without a deep understanding of these workflows, there was a risk of building features based on assumptions rather than solving meaningful problems.
Research and Insights
Financial distributors operate at the centre of the investment ecosystem, yet their workflows are highly fragmented. They rely on multiple platforms, spreadsheets, portals, emails, and messaging tools to manage clients, portfolios, commissions, compliance, and reporting. Without a deep understanding of these workflows, there was a risk of building features based on assumptions rather than solving meaningful problems.
User Research
Product Strategy
Experience Design
Feature Prioritisation
Product Roadmapping
Get started
Ready to scale with a product that holds up?
Book a free consulting call — no pitch deck, just a straight read on where the gap is and what it's costing you.
Book Free Consulting Call
Kumbh
Transforming into a Distributor-First Fintech Ecosystem
About
Designed a distributor-first fintech ecosystem that combines human relationships, intelligent automation, and actionable insights to drive growth for financial distributors and AMCs.Kumbh set out to build a fintech platform for financial distributors and Asset Management Companies (AMCs).
The opportunity was clear, but before investing heavily in product development, the team needed to understand the real challenges distributors faced and identify where Kumbh could create meaningful differentiation.
Upsimpl partnered with Kumbh to uncover user needs, align stakeholders, define the product strategy, and design workflow solutions grounded in real-world distributor workflows.
Impact
150M
Monthly active users (MAU)
Safety
450 billion
Trackers blocked by Firefox with Enhanced Tracking Protection
Services
Mobile Application Design
Branding
Design system
Industry
Fintech
Website
firefox.com
Challenge
Financial distributors operate at the centre of the investment ecosystem, yet their workflows are highly fragmented. They rely on multiple platforms, spreadsheets, portals, emails, and messaging tools to manage clients, portfolios, commissions, compliance, and reporting. Without a deep understanding of these workflows, there was a risk of building features based on assumptions rather than solving meaningful problems.
Research and Insights
Financial distributors operate at the centre of the investment ecosystem, yet their workflows are highly fragmented. They rely on multiple platforms, spreadsheets, portals, emails, and messaging tools to manage clients, portfolios, commissions, compliance, and reporting. Without a deep understanding of these workflows, there was a risk of building features based on assumptions rather than solving meaningful problems.
User Research
Product Strategy
Experience Design
Feature Prioritisation
Product Roadmapping
Get started
Ready to scale with a product that holds up?
Book a free consulting call — no pitch deck, just a straight read on where the gap is and what it's costing you.
Book Free Consulting Call