Youshare CRM Dasboard
You Share by SKI Capital innovatively manages investor funds, specializing in dematerializing operations for Alternative Investment Funds (AIFs). Our comprehensive services streamline admission of securities/units, convert physical securities to electronic form, and issue new AIF units electronically. This efficient process ensures swift and secure crediting to investors' demat accounts, enhancing accessibility and satisfaction
To design an intuitive CRM dashboard that simplifies the process of admitting securities/units into depository systems, converting existing physical securities into electronic form, and issuing new AIF units electronically
UX Reasearch
UI Design
3 Months
Youshare
Navigating the complexity of legal requirements and integrating them into a user-friendly design was challenging. Continuous collaboration with legal experts and iterative testing were key to overcoming these obstacles
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Post-implementation, the agency reported a 50% reduction in the time required to process legal notices, significantly streamlining operations.
Creating a full range of UI/UX apps across the entire platform led to a 47% improvement in the effectiveness of marketing campaigns.
Navigating the complexity of legal requirements and integrating them into a user-friendly design was challenging. Continuous collaboration with legal experts and iterative testing were key to overcoming these obstacles
Learned the importance of deeply understanding the end-user's context and workflows in designing effective tools for specialized domains
