Created a conceptual RM portal design for Al Masraf, featuring dashboards and customer management screens. The design focuses on role-specific insights, and efficiency to help RMs manage portfolios and engage customers effectively.
Strategic
Transformation
THE CHALLENGE
RMs managed multiple customer processes across fragmented systems with inconsistent interfaces. Critical data was scattered, workflows were complex, and customer details lacked a unified view—slowing down decision-making and limiting productivity.
THE GOAL
To create a streamlined, role-centric portal for RMs that simplifies workflows, consolidates customer information, and delivers actionable insights—enabling faster decisions, efficient task management, and improved client engagement.
OUR APPROACH
We studied RM workflows, mapped end-to-end journeys, and benchmarked against modern banking platforms. From these insights, we designed a landing page, dashboards, and customer management screens that prioritize clarity, efficiency, and role-specific actions.
THE OUTCOME
A proposal that reimagines the RM experience with a clean, consistent, and intuitive interface. The designs highlight productivity-focused dashboards, simplified navigation, and customer-centric tools—setting the foundation for a scalable and modern RM platform.
Research & Strategy
Our approach began with understanding RM workflows, banking needs, and customer relationship challenges. We analyzed competitor platforms, mapped user journeys, and identified efficiency gaps to shape a strategy that balances user experience, business goals, and digital banking best practices.
- RM workflow analysis
- Competitor benchmarking
- User journey mapping
- Efficiency gap study
- Role-specific insights
- Strategic design direction
Creative Ideation & Concepts
We explored multiple design directions to simplify RM workflows. Concepts focused on role-centric layouts, actionable dashboards, and intuitive navigation. Each idea was evaluated for efficiency, scalability, and alignment with banking needs before finalizing the solution approach.
- Brainstorming Sessions
- Dashboard concepts
- Navigation flows
- Sketching & Wireframing
- Workflow Simplification
- User-Centered Ideation
Prototype & Validation
Interactive prototypes were created to demonstrate user journeys across landing, dashboard, and customer modules. These prototypes helped validate workflows, visualize key interactions, and ensure the design met RM productivity goals while reducing complexity and redundancy.
- Interactive Role Prototypes
- Workflow Efficiency Testing
- Dashboard Validation
- Usability Feedback Iteration
Visual Design & System
We crafted a modern, clean, and consistent design system reflecting corporate banking standards. The system includes typography, colors, components, and layouts designed for clarity, scalability, and ease of use across dashboards and customer modules.
- Modular Component Library
- Consistent Typography
- Cohesive Color Palette
- Corporate Aesthetics
- Intuitive Interaction Patterns
- Brand-Aligned Visuals
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