The Problem

The CuNexus founders wanted a complete redesign of their desktop software from the ground up. They wanted the solution to be cloud-based, user-friendly and mobile-first. The CuNexus team had already tried two other design entities to design their SaaS based suite of products, and had already spent tens of thousands of dollars on these efforts.

I was brought on after these prior design efforts failed. I needed to design a complete A to Z solution that their existing and new customers would love.

The pressure was on.

The Goals

• Replace the existing desktop software with a modern, streamlined SaaS based solution.

• Reduce campaign creation time from months to days.

• Increase customer acquisition.

• Provide an integrated, comprehensive suite that is all-in-one place UX for the complete campaign creation process from A to Z.

Personas

Personas were developed to help guide the design process.

Site Maps

Site maps were developed for each persona. The site maps helped drive designs for the navigation and dashboards.

Before / After

These are Before /  After screens for key feature Credit Score Tier creation.

The Before screens are from the existing desktop application. The After screens show the new SaaS versions of the same screens. The goal was to make them streamlined, uncluttered, and focused on the task flow and goals. 

BEFORE

AFTER

Pain Point: Customization

The need to customize loan offers according to customer branding was critical to the UX. The existing desktop solution was not user-friendly. It required the customization and editing to be done in a separate UI creating a disjointed UX.

Outcome

•  The time required for campaign creation was reduced from weeks to days.

• In the first year after launch, CuNexus went from having 10 customers to having over 100 customers.

• Surpassed $5 Billion in Consumer Loan Volume by EOY 2018.

• Since the launch of the SaaS product suite, CuNexus has received numerous industry awards for innovation in fintech.