Product Design
DPL
Designing a Scalable B2B Platform for Financial Consultants
Duration
Dec 2021 - Mar 2022
Role
Product Designer
Industry
B2B, Finance
Platform
Tablet, Web
Highlights
Redesigned a B2B financial platform from the ground up to streamline complex workflows for consultants. By optimizing client onboarding and portfolio management, the new system significantly improved operational efficiency while boosting user engagement and decision-making confidence. The final product provides a scalable foundation capable of supporting sophisticated financial data and evolving business needs.
Context & Problem
Financial consultants relied on fragmented and complex tools to manage clients, compare products and provide recommendations. Existing systems were difficult to navigate, data-heavy and inefficient.
The challenge was to design a streamlined, intuitive platform that simplified workflows and improved productivity.
My Role & Responsibilities
Worked as the sole product designer on the project
Led end-to-end design from research to final UI
Defined product structure, workflows and interaction design
Collaborated with stakeholders and developers
Delivered design systems, documentation and prototypes
Process
Research
Conducted interviews with consultants and internal teams
Mapped workflows and identified inefficiencies
Benchmarked competitor platforms
Key Insights
Workflows were complex and time-consuming
Data was hard to interpret and compare
Tools lacked flexibility and guidance
Strategy
Simplify workflows
Visualize complex data
Build scalable and flexible systems
Process
Research
Conducted interviews with consultants and internal teams
Mapped workflows and identified inefficiencies
Benchmarked competitor platforms
Key Insights
Workflows were complex and time-consuming
Data was hard to interpret and compare
Tools lacked flexibility and guidance
Strategy
Simplify workflows
Visualize complex data
Build scalable and flexible systems
Solution Overview
Designed a modular dashboard with clear navigation (Clients, Products, Portfolios, Insights)
Introduced grid and list views for flexible data management
Integrated calculators and comparison tools for decision-making
Replaced tables with visual insights and charts
Added guided interactions and contextual help
Built a scalable design system for future growth
Collaborated with developers to ensure efficient implementation
Results & Impact
The platform significantly improved efficiency, usability and scalability for financial consultants.
40%
Faster client onboarding
2x
faster portfolio creation
35%
increase in daily active usage
60%
higher confidence in client interactions
Key Learnings
User context drives design: Understanding consultant workflows ensured relevance
Clarity improves decision-making: Visual data made complex information easier to use
Scalability is critical in B2B products: Modular systems support long-term growth
Ownership strengthens outcomes: Leading end-to-end design improved consistency
Collaboration ensures feasibility: Close work with developers enabled smooth execution
Want to know more?
Whether it's a quick chat or a deep dive, I'd love to hear from you.
More Projects
Product Design
DPL
Designing a Scalable B2B Platform for Financial Consultants
Duration
Dec 2021 - Mar 2022
Role
Product Designer
Industry
B2B, Finance
Platform
Tablet, Web
Highlights
Redesigned a B2B financial platform from the ground up to streamline complex workflows for consultants. By optimizing client onboarding and portfolio management, the new system significantly improved operational efficiency while boosting user engagement and decision-making confidence. The final product provides a scalable foundation capable of supporting sophisticated financial data and evolving business needs.
Context & Problem
Financial consultants relied on fragmented and complex tools to manage clients, compare products and provide recommendations. Existing systems were difficult to navigate, data-heavy and inefficient.
The challenge was to design a streamlined, intuitive platform that simplified workflows and improved productivity.
My Role & Responsibilities
Worked as the sole product designer on the project
Led end-to-end design from research to final UI
Defined product structure, workflows and interaction design
Collaborated with stakeholders and developers
Delivered design systems, documentation and prototypes
Process
Research
Conducted interviews with consultants and internal teams
Mapped workflows and identified inefficiencies
Benchmarked competitor platforms
Key Insights
Workflows were complex and time-consuming
Data was hard to interpret and compare
Tools lacked flexibility and guidance
Strategy
Simplify workflows
Visualize complex data
Build scalable and flexible systems
Process
Research
Conducted interviews with consultants and internal teams
Mapped workflows and identified inefficiencies
Benchmarked competitor platforms
Key Insights
Workflows were complex and time-consuming
Data was hard to interpret and compare
Tools lacked flexibility and guidance
Strategy
Simplify workflows
Visualize complex data
Build scalable and flexible systems
Solution Overview
Designed a modular dashboard with clear navigation (Clients, Products, Portfolios, Insights)
Introduced grid and list views for flexible data management
Integrated calculators and comparison tools for decision-making
Replaced tables with visual insights and charts
Added guided interactions and contextual help
Built a scalable design system for future growth
Collaborated with developers to ensure efficient implementation
Results & Impact
The platform significantly improved efficiency, usability and scalability for financial consultants.
40%
Faster client onboarding
2x
faster portfolio creation
35%
increase in daily active usage
60%
higher confidence in client interactions
Key Learnings
User context drives design: Understanding consultant workflows ensured relevance
Clarity improves decision-making: Visual data made complex information easier to use
Scalability is critical in B2B products: Modular systems support long-term growth
Ownership strengthens outcomes: Leading end-to-end design improved consistency
Collaboration ensures feasibility: Close work with developers enabled smooth execution
Want to know more?
Whether it's a quick chat or a deep dive, I'd love to hear from you.
More Projects
Product Design
DPL
Designing a Scalable B2B Platform for Financial Consultants
Duration
Dec 2021 - Mar 2022
Role
Product Designer
Industry
B2B, Finance
Platform
Tablet, Web
Highlights
Redesigned a B2B financial platform from the ground up to streamline complex workflows for consultants. By optimizing client onboarding and portfolio management, the new system significantly improved operational efficiency while boosting user engagement and decision-making confidence. The final product provides a scalable foundation capable of supporting sophisticated financial data and evolving business needs.
Context & Problem
Financial consultants relied on fragmented and complex tools to manage clients, compare products and provide recommendations. Existing systems were difficult to navigate, data-heavy and inefficient.
The challenge was to design a streamlined, intuitive platform that simplified workflows and improved productivity.
My Role & Responsibilities
Worked as the sole product designer on the project
Led end-to-end design from research to final UI
Defined product structure, workflows and interaction design
Collaborated with stakeholders and developers
Delivered design systems, documentation and prototypes
Process
Research
Conducted interviews with consultants and internal teams
Mapped workflows and identified inefficiencies
Benchmarked competitor platforms
Key Insights
Workflows were complex and time-consuming
Data was hard to interpret and compare
Tools lacked flexibility and guidance
Strategy
Simplify workflows
Visualize complex data
Build scalable and flexible systems
Process
Research
Conducted interviews with consultants and internal teams
Mapped workflows and identified inefficiencies
Benchmarked competitor platforms
Key Insights
Workflows were complex and time-consuming
Data was hard to interpret and compare
Tools lacked flexibility and guidance
Strategy
Simplify workflows
Visualize complex data
Build scalable and flexible systems
Solution Overview
Designed a modular dashboard with clear navigation (Clients, Products, Portfolios, Insights)
Introduced grid and list views for flexible data management
Integrated calculators and comparison tools for decision-making
Replaced tables with visual insights and charts
Added guided interactions and contextual help
Built a scalable design system for future growth
Collaborated with developers to ensure efficient implementation
Results & Impact
The platform significantly improved efficiency, usability and scalability for financial consultants.
40%
Faster client onboarding
2x
faster portfolio creation
35%
increase in daily active usage
60%
higher confidence in client interactions
Key Learnings
User context drives design: Understanding consultant workflows ensured relevance
Clarity improves decision-making: Visual data made complex information easier to use
Scalability is critical in B2B products: Modular systems support long-term growth
Ownership strengthens outcomes: Leading end-to-end design improved consistency
Collaboration ensures feasibility: Close work with developers enabled smooth execution
Want to know more?
Whether it's a quick chat or a deep dive, I'd love to hear from you.