A fintech brokerage running on 4 spreadsheets, with data errors surfacing every week
The client managed mortgages, leasings, investments, and interests across 4 disconnected Excel files, each on a different machine with no shared source of truth. After 8 user interviews across 3 companies, the cost was clear: up to 10 hours lost per user per week, 25% of a standard working week gone to overhead.
Outcome
4
disconnected Excel files managing core data
Outcome
~10h
lost per user per week to manual overhead
Outcome
Weekly
data errors before centralisation
Outcome
8
users interviewed across 3 companies
Design a custom CRM from scratch, with structured onboarding and a built-in client offer flow
I led a team of 3 designers to replace all 4 Excel files with a single platform covering 8 product modules. The platform needed to support 20 users across 3 companies, centralise all data in real time, and let advisors send client offers directly without leaving the system.
3 rounds of wireframe validation before a pixel went to dev, then continuous handoff across a 6-month build
We mapped all data entities and their relationships before designing any screen. After 3 stakeholder validation rounds in wireframes, we moved to high-fidelity Figma with a documented component system and handed off to 4 developers continuously. The key UX decision: make the product detail page the offer itself. Yield data, investment strategies, and KID documents in one place, sent with a single "Invite client" click, always reflecting live figures.
100% adoption within 2 weeks, zero spreadsheets remaining
The platform launched to all 3 companies with no onboarding friction. Advisors reclaimed 25% of their working week and reduced the offer-sending process from 5 manual steps to 2.
Outcome
25%
of each advisor’s week reclaimed by eliminating manual reconciliation
Outcome
60%
fewer steps to send a client offer, from 5 to 2
Outcome
100%
user adoption within the first 2 weeks across all 3 companies
Outcome
~0
weekly data errors after centralising all data into one live source
Your project
Want a result like this? Tell us the goal.
Next project
A brand for Europe’s first AI-focused school
