Mecklai Financial
Mecklai Financial Services Pvt. Ltd. is a consulting company exclusively focused on treasury risk management.
Industry
Financial
Location
Mumbai, India
Projects
1
Service offered
Enterprise UX
Duration
2020 March - July
What we did
Userfacet designed dashboards for relationship managers to look at their client’s hedges, exposures, unhedged funds, and overall financial portfolio for what they will get back with their export contracts. This can be done for various regions and currencies.
Our Business
Time saved for relationship managers to analyze customer portfolios.
Significant Visibility for customers on their return.
Our Impact
Previously, clients' portfolios were managed using excel sheets and required relationship managers to update them regularly. Now, it is an easy-to-use tool dashboard.
The dashboard eliminated human error and manual calculations.
Provided easy visibility of clients' portfolios to relationship managers. It helped managers communicate status, impacts, and decision-making for liquidating, hedging, and unhedged funds with their clients.
Services Offered
Requirements Gathering
Stakeholder Interview
Use Case Identification
Information Architecture
UX Design
UI Design
