Finlo CRM - Account Management Dashboard
Client's Request
"We're looking for an AI-powered design for Finlo CRM that makes managing accounts effortless and automates routine financial tasks. It should streamline daily workflows and deliver actionable insights for better client engagement."
About Project
Finlo CRM is an AI-powered tool designed to help teams manage client accounts with ease, automate daily financial tasks, and gain clear insights through smart data visualization and streamlined workflows.
User Challenges
Users struggled with scattered account data, time-consuming financial tasks, and a lack of clarity in client interactions. Existing dashboards lacked intuitive UX, real-time insights, and efficient tools for managing and tracking account activities.
Our Strategy
We started by analyzing the client’s CRM workflows and financial operations to understand pain points. Our team combined UX research, AI integration strategy, and financial task automation insights to guide the dashboard’s design direction.
Project Goals
Our goal was to design a unified, AI-powered dashboard that reduces manual financial work, centralizes account data, and improves clarity in client management—focusing on usability, automation, and insight-driven interactions.
Valuable Insights
Through user interviews and workflow analysis, we found 62% of client managers struggled with data overload, and 47% spent over an hour daily on repetitive financial tasks—highlighting the need for automation and clearer account insights.
Our Solutions
We implemented a clean, intuitive UI with real-time account overviews, AI-powered automation for routine financial tasks, and contextual data blocks to help users focus on key client insights without being overwhelmed by unnecessary details.
Project Result
By streamlining account management and automating routine tasks, we reduced time spent on manual processes by 40%, improving user efficiency. The dashboard now offers clear, real-time insights, enabling faster decision-making and enhanced client engagement.
Client's Feedback
"We’re excited to integrate advanced analytics and mobile functionality into the dashboard, enabling seamless client interactions across devices and enhancing our CRM’s adaptability for future growth and evolving user needs."
