Relationship managers at RBI lacked a credible, unified ESG view to present to customers — data was scattered across external providers and spreadsheets. The dashboard centralizes ESG scores for thousands of companies and bonds into one place, giving RMs a single source of truth for every customer conversation.
Role
Sole owner of the full UI modernization — rewrote the dashboard from a legacy stack to a modern Svelte-based frontend.
Challenge
Two things made it hard: rewriting the frontend without disrupting the complex data integrations underneath, and turning 300+ KPIs into something a relationship manager could actually navigate in a customer meeting.
Outcome
The dashboard replaced scattered spreadsheets and external provider exports — now the single tool RMs use to present ESG ratings to clients.
Technologies used: