AUTOMOTIVE
PLATFORM
B2B automotive F&I sales cycle platform. Multi-role, multi-device experience covering the full arc from menu creation to digital signature.
MODERNIZING THE SALES CYCLE.
The client needed a robust, scalable way to manage the complex F&I (Finance & Insurance) process across their dealership network. The goal was to bridge the gap between dealership operations and buyer navigation, transforming a paper-heavy legacy system into a high-fidelity digital ecosystem.
SCALABILITY
Multi-device logic built for thousands of dealership terminals across North America.
A UNIFIED OPERATIONAL CORE.
A comprehensive B2B platform that facilitates the entire F&I arc. Includes interactive menu creation, multi-device buyer navigation, and integrated digital signature workflows.
DESIGN AT SCALE.
Led the UX/UI strategy over 16 months, from initial research to full-scale design system implementation. Focused on clarity in complex data environments and seamless transitions between dealer-facing and buyer-facing views.
GET IN TOUCHWhere pricing, eligibility, and upsell logic live. Before any of it reaches the buyer's screen.
PRODUCT CARD (EXPANDED)
Dynamic modules for price elasticity and term configuration. Allows dealers to simulate monthly payments and margin impacts in real-time.
TYPE OF PRODUCTS
Automated grouping logic based on regional compliance, vehicle class, and financing eligibility conditions.
PRODUCT RECOMMENDATION
Analyzing real-time data to generate contextually relevant upsell suggestions within the catalog flow.
INFORMATION ARCHITECTURE
F&I products are financially dense. The industry default: overwhelm the buyer with everything, or hide behind a summary.
Three tiers instead. General, intermediate, expansive. The buyer decides how deep to go.
BUYER-FACING INTERFACE
Same product, same terms. But F&I and buyer see different things: one internal view, two buyer views depending on how they read information.
Not a different deal. A different way of showing the same one.
Analytical View
2025 Toyota Land Cruiser
Premium Trim · Onyx Black
Cap Cost
$42,000.00
Sec. Deposit
$2,000.00
MNT: Maintenance Highline Diesel Synthetic
Platinum · 120 Mon · 9k Miles
Comprehensive protection beyond the factory warranty for total peace of mind.
GAP: Asset Protection Elite Plus
Coverage · Full Term · $0 Ded
Protects you from financial loss if your vehicle is declared a total loss.
WHL: Tire & Wheel Protection
Cosmetic · 60 Mon · Roadside
Repair or replacement for wheels and tires damaged by road hazards.
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THE ENGAGEMENT
Discovery
User research, process mapping, and platform architecture definition across the F&I sales cycle.
Design System
Tokens, component libraries, and multi-device UI logic to ensure consistency across the platform suite.
Delivery
Iterative refinement and handoff for the full sales cycle implementation, supporting development sprints.
READY TO DRIVE
INNOVATION?
16 months. Multi-role. Multi-device. From brief to design system to delivery.