Agicap
Year
2022
Client
Agicap
Industry
Finance
Activity
Agicap is a cash management software, which allows to manage a company, to pay invoices and to follow up customers.
Role
Product Designer
Mission
At Agicap, a cash management software that helps companies manage their operations, pay invoices, and track customers, I led the improvement of the data integration experience, ensuring smoother and more efficient processes for users handling financial data.
I also spearheaded the redesign of bank, accounting, and payment connection paths, optimizing the connection management for better user experience and alignment with business needs.
Additionally, I designed internal tools tailored for Customer Success (CS), Account Executives (AE), Customer Care, and Sales teams, enhancing their ability to serve clients more effectively and streamline operations.
Note: Due to confidentiality agreements (NDA) and its specific clauses, detailed case studies cannot be shared. Feel free to contact me if you’d like to discuss further.