Understanding People. Growing Through Connection.

My Compeer Financial Client Experience Journey

Version 1:

One-Pager

Internal Team Page

Extra Materials Made for the Use of the Internal Page

I extended this work into three new internal tools: the CX One-Pager, CX Packet presentation, and “Work with CX at Compeer” project request form. Together, they give the CX team clear ways to introduce their work, guide conversations, and capture organizational needs. The one-pager provides a quick overview, the packet supports deeper discussions, and the request form creates a more organized starting point for new projects. I developed each through research, feedback, and iteration to create a consistent, easy-to-use toolkit.

Version 2:

I redesigned Compeer’s Client Experience (CX) SharePoint page as a clear entry point for employees, not a place to explain everything CX does. I prioritized the information they needed most: what CX is, how we can help, when to reach out, examples of our work, and links to learn more. By reducing repeated content and unnecessary visuals, and using Compeer’s teal and green palette consistently, I created a simpler, more actionable experience.

Work With Client Experience at Compeer!

CX Packet

Insight Videos

The Small Client Pilot explored how small agricultural lending clients experienced an Inside Sales-led model, from their first interaction through the relationship after closing. Ahead of the stakeholder workshop, we created a three-part video series to bring the research to life through clients’ own words.

What I did

  • Helped brainstorm the series structure and the story each video would tell

  • Explored platform and sharing options for reaching stakeholders

  • Edited all three videos, pairing client interview clips with key research insights

  • Organized the series around three themes: the Inside Sales experience, moving beyond closing, and relationship ownership after closing

  • Supported the communication and sending process

The videos gave stakeholders an engaging introduction to the research before the workshop, creating shared context for the conversations and opportunities that followed.