WeSave | CRM client views

Hi 🤙

Explore the client details views of the WeSave's CRM solution. The entire user interface of this new version was created using our internal Design System.

Our CRM is specifically designed for financial advisors, making it easy to track and manage client holdings. Advisors can quickly access detailed client information, investment data, and a complete log of interactions for compliance purposes.

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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