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Multi-role lead management for banking & insurance
- CLIENT
- Insurance & banking partnership
- INDUSTRY
- Financial services · Bancassurance
- ROLE & SCOPE
- Senior Digital Product Designer — Multi-role workflows, platform UX/UI, dashboards and dual-brand interface design across two delivery phases
- Capabilities
- Multi-role workflowsEnterprise tools
A banking and insurance partnership needed a shared platform to connect branch sales teams with insurance opportunities. Frontline staff needed to manage leads, while managers needed visibility across their teams. Different responsibilities and compliance requirements had to work together within one experience.
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