FiQuest CRM
CLIENT
GreenPath Financial Wellness
PROJECT
Smart Med Reminder
ROLE
UX Lead (4-designer team)
Increased client counseling volume by 25% by streamlining intake processes and enabling counselors to manage sessions more efficiently.
Supported a record-breaking 2,446 client enrollments in one month by reducing system friction and accelerating the enrollment workflow.
Reduced counselor training time by 40% with an intuitive interface, allowing staff to focus more on client needs than system navigation.