CoreIQ.

CoreIQ.

Introduction

Introduction

CoreIQ is a marketing automation platform for banks and credit unions, to completely redesign their product from the ground up. Our mission was to modernize the UX, enhance usability, and create smarter marketing tools that empower financial institutions to run campaigns with clarity and confidence.

Year

2025

Industry

Marketing

Scope of work

/

Web design

/

Dashboard Design

/

SaaS

Timeline

12 weeks

Introduction

CoreIQ is a marketing automation platform for banks and credit unions, to completely redesign their product from the ground up. Our mission was to modernize the UX, enhance usability, and create smarter marketing tools that empower financial institutions to run campaigns with clarity and confidence.

Year

2025

Industry

Marketing

Scope of work

/

Web design

/

Dashboard Design

/

SaaS

Timeline

12 weeks

Challenges

Challenges

Challenges

Through in-depth research and stakeholder workshops, we identified key gaps in usability, integration, and tool discoverability.

From unclear campaign flows to limited personalization options, these challenges were holding back both user efficiency and the platform’s market competitiveness.

Final thoughts

Final thoughts

Final thoughts

The redesigned platform is simpler, smarter, and more scalable, delivering streamlined onboarding, powerful new campaign tools, and a modernized interface. The result:

Improved task completion rates, fewer support tickets, and a platform that meets best-in-class standards in the financial marketing space.

Have a project in mind?

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© 2025 Glowork Agency

Let’s talk.

Share your vision - whether it’s a new product, a complex dashboard, or a full design overhaul, we’ll help make it real.

Quick response.

If you’re ready to create and collaborate, we’d love to hear from you.

Clear next steps.

After the consultation, we’ll provide you with a detailed plan and timeline.

Have a project in mind?

By submitting, you agree to our Terms and Privacy Policy.

Let’s talk.

Share your vision - whether it’s a new product, a complex dashboard, or a full design overhaul, we’ll help make it real.

Quick response.

If you’re ready to create and collaborate, we’d love to hear from you.

Clear next steps.

After the consultation, we’ll provide you with a detailed plan and timeline.

Have a project in mind?

By submitting, you agree to our Terms and Privacy Policy.

© 2025 Glowork Agency

Let’s talk.

Share your vision - whether it’s a new product, a complex dashboard, or a full design overhaul, we’ll help make it real.

Quick response.

If you’re ready to create and collaborate, we’d love to hear from you.

Clear next steps.

After the consultation, we’ll provide you with a detailed plan and timeline.