Portfolio Piece
FinTech dashboards for SimpliRisk
Product Design ● B2B SaaS ● FinTech
The Problem
SimpliRisk, a modular B2B SaaS platform, supports financial institutions by simplifying and automating complex workflows that would otherwise be completed manually. Several modules within SimpliRisk feature their own dashboards with widgets and tables that display relevant data. However, the previous designs were inconsistent, dated, and inaccessible.
The Solution
The new dashboards follow consistent design conventions that align with the brand’s visual identity, accessibility guidelines, and user needs. They’ve proven to be scalable as widgets and functionality have been added over time.
Video walk-through of the dashboards: The new dashboards, along with other workflow redesigns, help the marketing and client outreach teams drive client acquisition and retention.
The Bottom Line
97.7%
Client retention
15%
Yearly increase in subscription revenue