Problem/Goal:

A SaaS investment platform helping financial institutions manage investments and risk while also providing services to individual investors.

Research:

Croudify makes investing in P2P platforms (particularly Lending Club) as intuitive and simple as ordering coffee.

Croudify uses machine learning-based models to analyze opportunities using various risk factors and then executes trades in milliseconds to secure optimal investments.

What Croudify Offers

• Simplified Investing: Our real-time buy/sell advice makes investing in the best loans on any platform simple and efficient. You can be confident you're investing in the highest quality loans without spending hours filtering through options.

• Customized Advice: Our Machine Learning and AI-based engine helps you build portfolios customized to your risk profile, providing risk/return ratios that suit your specific needs.

• Superior Returns: Our proprietary models built using machine learning across the life of loans help you identify better investments that can improve your returns.

• Unified View: Our unified trading platform allows you to invest in both new and mature loans from a single interface.

• Lightning-Fast Execution: Our high-frequency trading engine can rate and purchase loans in milliseconds, giving you a distinct advantage with access to a larger pool of loans.

• Fully Automated: With a single click, you can automate buying and selling loans to ensure your money is always efficiently deployed, reducing cash drag and eliminating underperforming investments.

• Standardized Ratings: Our bond-level ratings allow you to compare your investments with other fixed-income assets. We also provide standardized ratings across all platforms, making performance and investment comparison easy.

• Pricing Guidance: For all new and mature loans, we provide pricing guidance using advanced credit, prepayment, and interest rate models.

• Enterprise-Level Security: Our entire platform runs on SSL and encrypts all data, with security comparable to the largest banks in the industry.

• Automation Maximizes Returns: Our automation portfolios select the top 10% of portfolios that consistently outperform average returns by 2%.

• Manual Trading: Our Manual Trading platform provides more than 150 filters to fine-tune your buying criteria, pricing guidance on mature loans, purchasing options for new and mature loans, and a 5-level waterfall implementation feature.

• Dream Achiever: Our Dream Achiever feature allows you to identify a fixed-term goal (like buying a home in 5 years) and helps you achieve that dream through intelligent investing.

• Eliminate Underperformers: We automatically sell negatively performing loans, reducing your losses and improving your overall returns.

Ideation:

I worked closely with the CEO through brainstorming sessions and assisted the team with branding, website design, product design, and user experience.

I designed a monochromatic color palette for Croudify's branding, website, and web application.

After brainstorming with the Croudify team, I sketched the landing and sign-up pages and converted them into wireframes.

Croudify Web Application Concept

Deliverables:

I developed a single-page Angular signup process to simplify the user experience with rich, intuitive interactions and comprehensive validation for email, password, and other registration fields.

I also designed and developed a financial dashboard to help investors understand the information critical to making informed investment decisions.

Croudify Web Application

Landing Website Page: I designed and developed an interactive landing page with a full-width video background. I optimized the performance of both the Croudify website and signup page to ensure fast load times and smooth interactions.