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Financial-Impact Tool

There was a high volume of loan applications and technical support needs. The credit analysts' loan application process was tedious and time-consuming. They needed to estimate individual loans' profitability for lenders by exploring the relationships between impact and risk-adjusted financial return.

Role - Sr. UX Researcher

  • Conduct Qualitative and Quantitative Research

  • Guide Stakeholders to defining goals and metrics

  • Design a Financial-Impact Tool Scoring Guidelines

  • Design an integrated financial-impact management tool (demo)

Results
Results
Lending Users | Summary Strategy
Lending Users _ Summary Strategy
Methods, Tools, Participants, and Research Questions
Impact Tool Methods
Impact Score Card
Impact Score Card Tool

Impact Investing Research

My team and I worked together to foster growth and increase the efficacy of the impact investing field through informed research.

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