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Strategic - Credit Analysis Tool

Agile Methodology

Usability Testing

UX Strategy

Information Architecture


Analytics & Reports

User Research

Visual Design

User Education and Documentation

UI Design

Wireframing and Prototyping

Art Direction

Client   / 

Internal web application built to empower Financial Consultants at Strategic Financial Solutions with advanced tools to analyze comprehensive credit report data, optimizing the sales process. By leveraging sophisticated data analytics, consultants gain valuable insights to tailor personalized financial solutions for clients, fostering informed decision-making and enhancing client relationships.

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