A B2B solution that automates and optimizes credit approval workflows.

By leveraging advanced automation technologies, it analyzes financial, behavioral, and credit data to deliver fast, precise risk assessments. The platform centralizes customer records, offering a unified and comprehensive view, simplifying data management, and enabling more efficient analysis.

Research & Insights

Led interviews and market research to uncover the primary challenge: a lack of control over customer credit potential and inconsistent portfolio standards across agencies;

Synthesized findings to inform the design of a scalable solution addressing both client-specific and market-wide needs.

Summary of my role

Conducted qualitative research with key financial credit clients to identify pain points and market needs;

Designed user flows and interfaces tailored to diverse user roles (analysts, administrators, supervisors);

Collaborated on the development of a white-label software solution with extensive customization options for clients.

Solution & Impact

Delivered a robust platform with key features:

Hierarchical access management tailored to user roles, centralized customer and credit profile management for individuals and businesses.

Modular configurations for customized credit analysis and approval workflows.

Credit engine and portfolio management tools.

Enabled clients to personalize the software with white-label capabilities, aligning with their branding and operational needs.

Results

The product was exclusively purchased by the initial client, driving the creation of a new internal team to develop an open credit workflow solution.

Empowered clients with streamlined credit approval processes and enhanced operational efficiency.