Relationship managers at RBI had no single, credible ESG view to show customers. The data was spread across external providers and spreadsheets. The dashboard brings ESG scores for thousands of companies and bonds into one place, so every customer conversation starts from the same numbers.
Role
I owned the UI modernization and rewrote the dashboard from a legacy stack into a modern Svelte frontend.
Challenge
Two things made it hard. The frontend had to be rewritten without breaking the complex data integrations underneath, and 300+ KPIs had to become something a relationship manager can navigate in the middle of a customer meeting.
Outcome
It replaced the spreadsheets and provider exports. Today it is the one tool RMs use to present ESG ratings to clients.
Technologies used: