GABRIELE BUROL

Products / P-02 · Rembrandt

CRM platform.

Rembrandt is the CRM I designed for the largest bank in Italy, so its Wealth Advisors and Customer Support teams can find any client in seconds and see what matters at a glance.

Lead Product Designer Web app · 2022 – 2024
The Rembrandt CRM dashboard on a desktop monitor

01
Overview

Every client at a glance

Role
Lead Product Designer
Duration
June 2022 – August 2024
Users
Wealth Advisors, Customer Support

The product

A CRM for the bank's mass affluent clients onboarded through its mobile app. At heart it's an advanced client reporting tool: it lets users move through a vast client database, find the exact profile they need and see the key information at a glance.

The goal

Answer an urgent need for a client relationship tool built for advisors and customer support, with solutions intuitive and efficient enough to fit the different goals and workflows of each team.

My role

As Lead Product Designer I owned the end-to-end design process across several initiative streams: discovery with stakeholders, defining requirements, delivering high-quality designs at pace, and QA on what was built, advocating for a seamless experience from concept to launch.

The outcome

Over the life of the project my designs kept up with evolving business goals, resulting in a comprehensive product the company fully adopted as its primary client management tool.

Client profile in Rembrandt: personal data, client details, the next appointment and the appointment history table
Client profile page

02
Mockups

Key screens

A selection of the screens that best represent the design work and its impact.

Contact search form with fields for tax code, name, surname, email, phone and bank IDs
Search across every contact
Contacts table with a menu open to reassign the contact to a different direct banker
Contacts list, reassigning a manager
Appointment monitoring table with a side panel showing the details of one appointment
Appointment monitoring and detail
Team appointment calendar for one day, with appointments colour-coded by status
Team appointment calendar

03
Takeaways

A product that keeps evolving

The CRM is a living product. It will keep evolving through research and iteration as business and user needs change, and the results so far reflect high quality and meticulous attention to detail.

Continuous user research and discovery, together with constant collaboration with product and development teams, proved essential to building something valuable. I strongly believe that's the way forward.

Next
P-03