CLIX Capital

Transforming Loan Accessibility: Streamlining Small and Medium Enterprise Financing with CLIX Capital
Transforming Loan Accessibility: Streamlining Small and Medium Enterprise Financing with CLIX Capital

Role

Creative Director and Strategy Lead

Role

Creative Director and Strategy Lead

Role

Creative Director and Strategy Lead

Industry

NBFC

Industry

NBFC

Industry

NBFC

Duration

3 Months

Duration

3 Months

Duration

3 Months

Young investors often lack comprehensive knowledge of mutual funds, which undermines their ability to make informed investment decisions. The primary challenge lies in crafting a digital platform capable of effectively communicating the advantages of mutual funds, while also providing educational resources on investment strategies and risk management, thereby fostering confidence in their investment endeavour's.

The endeavour is fraught with several hurdles, including tackling financial illiteracy, addressing issues related to trust and risk perception, ensuring ease of use and engagement, and motivating users to actively participate in the investment process.

​​As the lead in User Experience & Design, my responsibilities encompassed streamlining the user onboarding process to make it more intuitive, simplifying the loan application procedure, incorporating visual progress indicators for clarity, providing transparent loan information, ensuring a responsive and mobile-friendly design, minimising documentation requirements, and implementing real-time application status updates.

Young investors often lack comprehensive knowledge of mutual funds, which undermines their ability to make informed investment decisions. The primary challenge lies in crafting a digital platform capable of effectively communicating the advantages of mutual funds, while also providing educational resources on investment strategies and risk management, thereby fostering confidence in their investment endeavour's.

The endeavour is fraught with several hurdles, including tackling financial illiteracy, addressing issues related to trust and risk perception, ensuring ease of use and engagement, and motivating users to actively participate in the investment process.

​​As the lead in User Experience & Design, my responsibilities encompassed streamlining the user onboarding process to make it more intuitive, simplifying the loan application procedure, incorporating visual progress indicators for clarity, providing transparent loan information, ensuring a responsive and mobile-friendly design, minimising documentation requirements, and implementing real-time application status updates.

Outcome

The client pitch for CLIX Capital showcased a user-friendly digital platform designed to streamline the loan application process for small and medium-sized enterprises. Simplified onboarding, visual progress indicators, and transparent loan information enhanced usability, while real-time application status updates and a responsive design minimized documentation requirements. The client loved the storytelling nature of the visuals, which became a big hit with the board, recognizing its potential to boost user engagement and facilitate easier access to loans.

Outcome

The client pitch for CLIX Capital showcased a user-friendly digital platform designed to streamline the loan application process for small and medium-sized enterprises. Simplified onboarding, visual progress indicators, and transparent loan information enhanced usability, while real-time application status updates and a responsive design minimized documentation requirements. The client loved the storytelling nature of the visuals, which became a big hit with the board, recognizing its potential to boost user engagement and facilitate easier access to loans.

Project gallery

18 Years of Expertise: My Journey in User Experience, Design and Leadership

⭐️

Connect to Content

Add layers or components to make infinite auto-playing slideshows.

Other projects

Let's get in touch!

Let’s talk teams, projects, collaborations, or anything design!

Let's get in touch!

Let’s talk teams, projects, collaborations, or anything design!

Let's get in touch!

Let’s talk teams, projects, collaborations, or anything design!

Copyright 2024 by Manu Mehta

Copyright 2024 by Manu Mehta


Copyright 2024 by Manu Mehta