Live Portal @ KFin Technologies Limited
Fintech
Dashboard Design
Campaign Creation
Our objective is to empower Asset Management Companies (AMCs), Kfin Technology Compliance and Operations, Mutual Fund Distributors/RIA, to achieve AUM growth, increased profitability, market share acquisition, heightened customer satisfaction, and business optimisation.
Status
Ongoing
Team
Product Managers, Other Designers, Engineers, Project associate, Data Analyst.
My Role
Product Designer
Duration
5 months
Comprehensive Dashboard
A dashboard that has Centralised view of all campaigns, Key performance metrics and analytics, and clear accessible layout.
Collaboration and Team Management
Every organisation will require the tools for team management, hence creating a multi-user access with role-based permissions is a necessity.
Integration with Social Media Platforms
Seamless connection to major social media networks is a must, with real-time updates and notifications
Analytics and Reporting
Real-time performance tracking, detailed analytics on engagement, reach, and conversion are the need of the platform.
Healthcare
Landing Page
Micro-interactions
Dashboard Design
Problem Statement
How might we integrate team management features to improve team communication and workflow?
How might we offer customizable reporting tools to generate tailored insights?
How might we integrate various social media platforms into a cohesive workflow?
How might we integrate team management features to improve team communication and workflow?
To address this issue, we created an entirely new workflow for the product, tailored for CMOs and CXOs. This super admin role will allow them to manage the entire team on the platform, including adding and removing users, granting and revoking media access, and overseeing the overall campaign budget.
After
How might we integrate various social media platforms into a cohesive workflow?
Upon completing the dashboard design, I encountered a problem: integrating multiple media platforms into a single workflow. The initial design lacked a clear, progressive flow. To address this, I added progress bars and tags, aligning with the Zeigarnik effect and gamifying the experience, making it more intuitive for users.
