Complex financial software comes with many design challenges.
In my case, it involved (1) expanding the feature base while (2) championing usability, all while (3) defining the commercial real estate tech industry.
As is often the case in enterprise software, we were working on complexities that one coworker put "you can't even Google this stuff."
Our process involved interacting with nearly every side of the company, which proved effective in the long run.
The process followed a structure of (1) define requirements based on user feedback and stakeholder and subject-matter expert meetings, (2) design concepts for presentation and usability testing, (3) refine, handoff to dev, and test with QA.
Communicating early and often, we were able to tease out a lot of the "what-if" questions early on, from our users, customer success team, data team, developers, QA, and stakeholders. Often, there were more than a handful of curios to investigate and design for.