UX / UI Santander
CRM Design

I worked as a UX/UI Designer for Santander’s internal systems, contributing to the redesign of the Bank’s Business Banking CRM. My main responsibility was to define and develop a new look & feel for the BEI platform, creating a clearer, more consistent, and user-centered experience for internal users.



The CRM was designed 

to improve communication and interaction between business banking executives and their clients, supporting the management of commercial opportunities and financial products for SMEs.

BEI CRM Experience
‍
I contributed to the redesign of the BEI CRM, an internal platform used by business banking executives to manage client relationships, commercial opportunities, and financing processes for SME customers.

‍PYME Platform
I also collaborated on the PYME project, a platform designed for a different group of executives and clients, adapting the experience and financial processes according to the specific needs and services of each business segment.

‍Agile Collaboration
The project was developed using Scrum methodologies, working closely with the Product Manager and multidisciplinary teams through sprint planning, follow-up meetings, and iterative design reviews to continuously improve the product.

Design process

Ux Strategy & Documentation

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