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Signzy · Enterprise AI & Banking

CRM — Identity Operations & Funnel Analytics

Empowering enterprise banking clients with real-time verification bottleneck discovery, pass-rate analytics, and custom workflow reconfiguration.

Enterprise SaaS Data Analytics Banking Workflow SLA Tracking
Designed the comprehensive client-facing Customer Relationship Module (CRM) for Signzy. Banks and financial institutions use this platform to monitor live application streams, troubleshoot KYC failure spikes, analyze agent SLA performance, and dynamically adjust validation rule thresholds.
Role UI/UX & Product Designer
Timeline 1 Month (Aug '19)
Enterprise Clients ICICI, HDFC, SBI Card, Mastercard
Output Analytics Hub, Alerting Engine, Flow Configurator
100k+ Daily Verified Profiles
-35% Client Ticket Resolution Time
99.8% Verification SLA Rate
01

Total Visibility into Identity Pipelines

Financial institutions processing thousands of onboarding requests needed granular diagnostic tools to spot why specific customer tranches were dropping off or failing OCR validation.

Funnel Drop-Off Heatmaps

Visual breakdown of onboarding steps (Aadhaar OTP, Video KYC, PAN Check) showing exact failure causes.

Configurable Audit Logs

One-click compliance reporting exports tailored to RBI regulations and audit guidelines.

02

Dashboard & Data Visualization Gallery

Signzy CRM Executive Overview
Figure 1.0: High-level KPI monitoring and daily pass/fail rate trends.
Signzy Application Breakdown
Figure 2.0: Deep-dive applicant ledger with filterable risk scores and review flags.
Signzy Analytics & Funnels
Figure 3.0: Real-time channel conversion comparisons and agent workload metrics.
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