WeSave | CRM dashboard

Holà! 🙌

Take a closer look at the main dashboard of the WeSave's CRM. The entire user interface of this new version was created using our internal Design System.

Our CRM is designed specifically for financial advisors, helping them easily track and manage their clients' holdings. It provides personalized recommendations and investment rebalancing suggestions whenever needed - based on real-time market events, selling opportunities, etc...

Press "L" to show some 💚 !

About me

I’m Jordan — a product designer with 10+ years of experience. Currently living in Paris, where I'm working in FinTech industry.

What can I do for you :

— End-to-end product design

— Interface design

— User experience design

— Design systems thinking

— Business-driven & product strategy

— Concept development