Balkan Brothers Filip Justić

BNP Paribas - Client Hierarchy

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BNP Paribas - Client Hierarchy crm experience listing user interface design app web dashboard ux ui

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Hi people,

Continuing our BNP showcase here. We worked on a project for BNP Paribas helping them improve client management and overview. They have clients that count more than 150k employees. So how can you structure client(company) profile page to better understand what is the latest, who is the relationship manager, what is their company hierarchy etc.

Solution
We tried to achieve a clearer overview of larger corporations by introducing hierarchy modules that categorize and group employees based on sector and location. Relationship manager creates a box/module for each section of the client company (AXA insurance in this instance) and populates it with corresponding employees. You can create category tabs such as Sales, Management, Corporate etc. to easily navigate through departments.

Anyhow check the attachment for a better overview.

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