Case study · Financial services
Fintech Workflow Platform
A financial services platform interface, built around the workflow a credit business actually runs day to day.
Client
Gold Credit
Solution
Capability
Delivered
Platform interface
The story
Problem first.
Then the system.
The challenge
Generic dashboard templates offered charts that did not map to how a credit business actually works.
What we did
We designed the interface around the real sequence a loan officer follows: application intake, review, decision.
What we built
An interface mapped to the real application, review and decision sequence, not a generic analytics dashboard template.
The workflow it follows
Designed around the sequence a loan officer actually works through.
Based on the documented project. Simplified to show how the system works.
More work
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