Fintech · Dashboard
Credion
Pioneering a new era in loan and finance management, empowering entrepreneurs with tools and insights for financial success.
01 · Purpose
What was the purpose of this project?
Making business financing feel less like a maze.
In a crowded market, securing a loan can be time-consuming and complex, especially for business owners navigating numerous options. Credion's mission is to empower entrepreneurs with successful financing solutions.
The purpose of this project was to evolve the MVP of Credion Online into a comprehensive MyCredion dashboard, aligning closely with Credion's core values.
02 · Solution
What solution to implement?
Workshops first, then a dashboard built around three principles.
The first step was an empathy mapping and How Might We workshop with stakeholders from across Credion, which yielded valuable insights. From there, the project moved into analysing those insights and defining their role in the development of the MyCredion dashboard.
MyCredion serves as the catalyst in the loan acquisition process. The goal was for the dashboard to embody this catalyst role by providing layered focus, offering committed guidance and fostering collaborative motivation.
- Empathy mapping
- How might we workshop
- Insight analysis
- Information architecture
Layered focus
MyCredion revolves around the most essential actions, making it easier for clients to engage.
Committed guidance
Activities are tailored to each client, with added context like summaries or audio and video content to help through challenging steps.
Collaborative motivation
MyCredion centralises collaboration between client and advisor, motivating clients and emphasising the joint effort towards the end result.
03 · Outcome
What is the outcome of this project?
A complete MyCredion dashboard, ready for development.
As a result of our efforts, we achieved all of the objectives above.
Working closely with stakeholders, we designed and delivered a comprehensive MyCredion dashboard, complete with information architecture, navigation and pages such as Login, Dashboard, My Application, Notifications, Communication, Account and more.
The final UI designs were crafted in Figma for both mobile and desktop, fully prepared for development.
