Unlocking product adoption with no-code

How we reduced integration time by 75% through design-led workflows—boosting adoption at Belvo with no-code solutions.

Role

Senior Product Manager and Design Lead

Industry

Fintech

Belvo is the leading open finance platform in Latin America. We provide APIs that allow companies to access and interpret end-user financial data—from bank accounts and tax information to employment history. Our clients use this data to build better financial products, from credit scoring and risk models to user onboarding and automation tools.

But building in the financial ecosystem, especially with large institutions, means dealing with complexity—technical, legal, and operational. And that’s where things can slow down fast.

At Belvo, I led the product strategy and execution behind a no-code solution that transformed how financial institutions onboarded and adopted our products—cutting integration time from over a year to just months. This initiative required hands-on product leadership, stakeholder alignment across functions, and a deep understanding of both user pain points and the technical constraints of our ecosystem.

The Problem

Belvo’s core products are powerful—but they depend on integration. And that’s where we hit friction:

Client engineering teams were overloaded, deprioritizing Belvo integration for years.
Multiple internal dependencies across legal, security, and infrastructure created long approval cycles.
Data teams didn’t know how to work with our payloads, needing months to interpret them.
Revenue was delayed, since our pricing is usage-based and value wasn’t unlocked until clients were live in production.

As a product manager, I saw this as both a risk and an opportunity. The problem wasn’t the product—it was the pathway to using it. So the goal became clear: remove the need for technical integration and accelerate adoption.

The Solution: A No-Code Strategy

To break through, I led the design and rollout of a No-Code Solutions strategy. The product vision: enable clients to fully experience and test Belvo's capabilities without engineering resources.

The product strategy unfolded in three phases:

1. Launch Without Code

Objective: Reduce time to first value by creating an instant, zero-integration onboarding experience.

I led the design and product work for an internal UI tool that allowed clients to start using Belvo immediately after signing. This tool served as a quick entry point for sales and support teams to activate proof-of-concept tests with minimal friction.

Key product decisions:

Configurable landing pages to launch data connections via the Belvo widget.
Brand customization options to adapt messaging and visuals to client needs.
Single-use invitation codes to secure and control access.
Conversion tracking framework built from day one to measure flow performance.

As the product manager, I defined MVP scope, prioritized functionality based on client urgency, and worked closely with design and engineering to ensure a shippable, scalable solution.

Result: POC testing could begin within days instead of months.

But building in the financial ecosystem, especially with large institutions, means dealing with complexity—technical, legal, and operational. And that’s where things can slow down fast.

The Problem

Belvo’s core products are powerful—but they depend on integration. And that’s where we hit friction:

Client engineering teams were overloaded, deprioritizing Belvo integration for years.
Multiple internal dependencies across legal, security, and infrastructure created long approval cycles.
Data teams didn’t know how to work with our payloads, needing months to interpret them.
Revenue was delayed, since our pricing is usage-based and value wasn’t unlocked until clients were live in production.

The Solution: A No-Code Strategy

To break through, I led the design and rollout of a No-Code Solutions strategy. The product vision: enable clients to fully experience and test Belvo's capabilities without engineering resources.

The product strategy unfolded in three phases:

1. Launch Without Code

Objective: Reduce time to first value by creating an instant, zero-integration onboarding experience.

Key product decisions:

Configurable landing pages to launch data connections via the Belvo widget.
Brand customization options to adapt messaging and visuals to client needs.
Single-use invitation codes to secure and control access.
Conversion tracking framework built from day one to measure flow performance.

As the product manager, I defined MVP scope, prioritized functionality based on client urgency, and worked closely with design and engineering to ensure a shippable, scalable solution.

Result: POC testing could begin within days instead of months.

2: Making the Data Useful

Objective: Equip technical and non-technical users to interpret and act on data—without extra implementation.

Once access was live, we faced another adoption blocker: clients didn’t know what to do with the data. I gathered feedback from customer success, risk, and product teams to define a roadmap of tools that made financial data usable at different levels of expertise.

Product solutions I led:

Detailed download tools for advanced data teams to run one-on-one connection analysis.
Bulk exports with filters, logs, and traceability to enable operational use cases.
Custom dashboards built using Metabase SDK for non-technical users (e.g., risk teams).

I facilitated discovery sessions with clients, prototyped data workflows, and worked with data and design teams to refine outputs based on user behavior.

Result: Clients could validate and experiment with data in real-time, improving adoption and conversion during the POC phase.

3: Scaling with Self-Service

Objective: Turn a manual POC process into a fully automated, production-grade experience.

The employment data product in Mexico gained traction fast. But scaling posed a challenge—how could we support millions of data queries without manual ops?

As a PM, I led the transition of this flow into a scalable self-service product. I worked with engineering and infrastructure to define automated workflows that would:

Ingest client-submitted data
Return structured employment reports
Deliver error/success reports
Trigger real-time Slack notifications

This required product scoping that balanced internal SLAs with external usability. I built alignment with sales and customer success teams to ensure that POCs could move from test to production with minimal friction.

Result: The product scaled efficiently, eliminated bottlenecks, and opened up a major revenue stream.

My Role

As a Senior Product Manager with a background in Product Design, I owned the full product lifecycle of this initiative—from early discovery and prototyping to launch, iteration, and scale.

What I drove:

Defined and prioritized requirements across 30+ client implementations.
Facilitated alignment across engineering, design, legal, customer success, infrastructure, and security.
Monitored performance metrics (CRs, usage patterns), ran A/B tests, and led continuous improvements.
Acted as point-of-contact for all client POC implementations, tailoring solutions to team profiles and market needs.

This was a highly cross-functional effort, and my product leadership ensured the work stayed focused on user outcomes while balancing technical and business constraints.

Results

POC testing time cut from 2 years to 6 months
Product validation accelerated across employment, fiscal, and fiscal products
Dependency on client dev teams reduced, increasing speed and control
Engagement improved, as clients could experience value from day one
Major banks in Mexico and Brazil signed contracts with fast-tracked implementation cycles.

Final Thoughts

This initiative turned a high-friction sales and onboarding process into a repeatable, scalable product experience.

The takeaway? Great product management isn’t just about building features—it’s about removing blockers to adoption, aligning internal teams, and designing systems that scale with confidence.

For Belvo, No-Code wasn’t a shortcut. It was a product strategy that helped us unlock growth in one of the most complex sectors in Latin America.

3: Scaling with Self-Service

Objective: Turn a manual POC process into a fully automated, production-grade experience.

The employment data product in Mexico gained traction fast. But scaling posed a challenge—how could we support millions of data queries without manual ops?

As a PM, I led the transition of this flow into a scalable self-service product. I worked with engineering and infrastructure to define automated workflows that would:

Ingest client-submitted data
Return structured employment reports
Deliver error/success reports
Trigger real-time Slack notifications

Result: The product scaled efficiently, eliminated bottlenecks, and opened up a major revenue stream.

My Role

As a Senior Product Manager with a background in Product Design, I owned the full product lifecycle of this initiative—from early discovery and prototyping to launch, iteration, and scale.

What I drove:

Defined and prioritized requirements across 30+ client implementations.
Facilitated alignment across engineering, design, legal, customer success, infrastructure, and security.
Monitored performance metrics (CRs, usage patterns), ran A/B tests, and led continuous improvements.
Acted as point-of-contact for all client POC implementations, tailoring solutions to team profiles and market needs.

This was a highly cross-functional effort, and my product leadership ensured the work stayed focused on user outcomes while balancing technical and business constraints.

Results

POC testing time cut from 2 years to 6 months
Product validation accelerated across employment, fiscal, and fiscal products
Dependency on client dev teams reduced, increasing speed and control
Engagement improved, as clients could experience value from day one
Major banks in Mexico and Brazil signed contracts with fast-tracked implementation cycles.

Final Thoughts

This initiative turned a high-friction sales and onboarding process into a repeatable, scalable product experience.

The takeaway? Great product management isn’t just about building features—it’s about removing blockers to adoption, aligning internal teams, and designing systems that scale with confidence.

For Belvo, No-Code wasn’t a shortcut. It was a product strategy that helped us unlock growth in one of the most complex sectors in Latin America.

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