Turning Compliance Into a Competitive Advantage

Wealth management and advisory firms struggled to file FinCEN Beneficial Ownership reports quickly and accurately. Legacy tools offered little clarity, forcing teams to juggle multiple systems and risk incurring steep fines under the new CTA regulations.
4× Increase in Compliance Filings → More Revenue Per Client
60% Faster Filing → Higher Throughput Per Day
43.4% Less Support Overhead → Lower Costs & Greater Customer Satisfaction

Scope of Work

UX Research, UI Design, UX Strategy

Time To Value

12 Weeks

Onboarding Success

Core Workflow Completion Rate

90%

Real product redesigns,
real activation outcomes.

DME Flow

Doubling workflow efficiency for medical equipment providers. Redesigned claims, intake, and eligibility flows to eliminate back-office bottlenecks.
$3M+ in Operational Cost Savings
35% Increase in Throughput Without Additional Staffing
Reduced reliance on manual ops workarounds
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SignalSync

A predictive dashboard experience that helps sales managers coach smarter, prioritize faster, and retain top-performing teams.
2× faster identification of underperforming reps
Higher adoption by sales managers & CMOs through simplified workflows
Increased rep retention and close rates via coaching plan automation
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Cleara

Redesigned Claera’s insurance verification dashboard to reduce support costs, speed up approvals, and help staff verify patients in under 60 seconds.
Faster claim verification process
Fewer support tickets related to insurance confusion
Patient verifications completed in under 60 seconds
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Clario

Accelerating adoption for a risk-prediction platform in healthcare. Redesigned onboarding and patient intake workflows to surface AI insights faster.
Integrate AI-driven risk prediction
Reduced Admin Work
Faster Audit Processes
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Secure Compliance

Making compliance tools easier to use—and trust. Simplified document access, user roles, and audit trails for legal & ops teams.
4X Increase in Compliance Filings = More Revenue Per Client
60% Faster Filing = More Clients Processed Per Day
43.4% Less Support Overhead = Lower Costs & Higher Customer Satisfaction
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TeamSync

We redesigned TeamSync’s landing page to instantly communicate its value, build trust with remote SaaS teams, and drive higher conversions.
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Stop Losing Users to Friction. Start Winning With Clarity.

We help health, legal, insurance, and ops SaaS teams fix the 4–6 UX flows where users stall—so activation rises, support drops, and product adoption sticks. Book a free UX diagnosis to see where you’re leaking value.

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