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Issued by the CFA Institute. Covers ESG analysis, sustainable investing strategies, and the integration of environmental, social, and governance factors into investment decision-making. Complements hands-on diligence and research experience with a globally recognized framework.
The network for creativity
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Connect with clients, get discovered, and run your business 100% commission-free
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Investment Portfolio UI • Motion Exploration
Exploring how motion can make financial data feel easier to understand.
Designed this investment portfolio interaction around a simple idea: keep the numbers dominant, reduce visual noise, and use animation to communicate change over time rather than adding decoration.
Designed in Figma, with the motion focused on the graph, balance and period selection.
Would be interested to know which interaction feels most useful in a real investment product.
just wow
Thinking about moving from Excel or Google Sheets to a CRM? Don’t migrate the problems with the data.
Before choosing or configuring a CRM, I usually check five things:
• Does every active lead have a clear owner?
• Is there always a defined next action?
• Are follow-up dates consistently tracked?
• Are lead statuses clear and used consistently?
• Could another team member understand the spreadsheet without asking for help?
If several answers are “no”, the problem may not be the CRM yet — it may be the workflow behind it.
A CRM works much better when the sales process is clear before migration starts. I created a free CRM Readiness Self-Check for small teams that want to identify these gaps before investing more time or money in a CRM.
If you’re currently working from spreadsheets and considering a CRM, comment “CHECK” or send me a message and I’ll send it to you.
#CRM #CRMReadiness #SalesOperations #RevOps #WorkflowOptimization #GoogleSheets #Excel #BusinessProcess
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