
Everest Alliance legacy dashboard was overwhelming users with 47+ features scattered across multiple screens. Financial analysts spent 40% of their time navigating the interface instead of analyzing data. The platform had a 23% monthly churn rate, with user feedback consistently citing "too complex" and "hard to find what I need" as primary pain points.
Reduce cognitive load
(Streamline to 12 core features, 80% task completion improvement)
Increase engagement
(Target 200%+ increase in daily active users)
Reduce churn
(Cut monthly churn from 23% to under 10%)

A structured 6-month engagement combining research, design, and iterative development
A data-rich, intuitive interface that puts insights front and center
