Micronotes Cross-Sell App

Responsible for...
UX | UI | Wireframing | Prototyping | Sitemaps | User Flows




Micronotes created an AI-driven marketing-automation platform which combines machine learning with the closing power of in-branch sales meetings to turn digital banking channels into revenue generators. Scroll down the page for wireframes.

Micronotes contracted me to redesign the UX on the following features of their Cross-Sell web app:

  • Multi-Channel Interview Designer
  • Improving Lead to Sales Conversion
  • Lead Routing
  • Steps to Creating a New Campaign and new interviews


Wireframes


Micronotes - David DeSouza UX Micronotes - David DeSouza UX Micronotes - David DeSouza UX Micronotes - David DeSouza UX Micronotes - David DeSouza UX Micronotes - David DeSouza UX