Simplifying financial data across enterprise platforms.
At
Equifax Canada
Industry
Financial services
Why it mattered
Enterprise customers depended on tools that were powerful but fragmented.
Equifax’s B2B ecosystem had evolved into several standalone products, each designed to support critical financial decisions. While individually robust, these tools lacked consistency in structure, navigation, and interaction patterns. Enterprise users were forced to relearn workflows and mentally translate information as they moved between products, increasing effort and slowing decision-making in moments where accuracy and confidence mattered most. The fragmentation wasn’t just a usability issue. It created friction across teams, complicated onboarding for new customers, and made it difficult to integrate newly acquired products into the broader platform without adding more complexity.
Dense financial data required clarity without compromising trust or compliance.
The data itself could not be simplified or reordered due to regulatory and compliance constraints. Users still needed full access to detailed credit information, but the way that information was presented made it difficult to scan, interpret, and act on quickly. The opportunity was to improve clarity through structure, hierarchy, and consistency, while preserving the integrity and trust that enterprise customers relied on.
Clarity came from understanding the system before trying to redesign it.
What I shaped
A shared experience foundation across disconnected enterprise products.
A unifying experience foundation was established to align workflows, navigation patterns, and interaction models across multiple B2B tools. The focus was on creating recognizable structures that helped users move confidently between products, without forcing uniformity where it didn’t belong. This foundation supported coherence across the platform and created space for future acquisitions and feature growth without increasing cognitive load.
Clearer ways to interpret and navigate high-density financial information.
UX patterns were defined to improve how dense financial data was structured and understood. Stronger hierarchy, progressive disclosure, and summary views improved scanability while preserving regulatory and data integrity requirements. First-time user experiences helped existing customers transition smoothly and gave new users clearer orientation, reducing friction without disrupting established workflows.
The impact
A calmer, more coherent platform that supported confidence and scale.
The work reduced fragmentation across the product suite and created a shared design foundation teams could build on. Enterprise users were able to navigate tools more efficiently, interpret data with greater confidence, and transition to updated experiences with less friction. Internally, teams gained alignment around patterns that supported faster, more consistent delivery across products.
Unified workflows.
Aligned task flows and interaction patterns across previously siloed products.
Faster data comprehension.
Reduced effort for enterprise users navigating dense financial dashboards.
Respecting constraints often reveals the clearest path to better experiences.
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