A leading global financial services organization with a complex enterprise CRM ecosystem used by banking teams to manage client relationships, opportunities and deal-related activities. The project involved designing for users who navigate multiple interconnected workflows, making clarity, efficiency, information hierarchy and ease of action critical to the experience.

This project focused on improving the experience of relationship managers and bankers working across opportunities, accounts and client interactions. The goal was to identify usability gaps in existing workflows, simplify information-heavy experiences, and create a more consistent structure for managing deals, clients and interactions.