iLoy Suite

A Swiss banking institution's loyalty management platform had grown organically for years. CRM managers, campaign planners, compliance auditors, and configuration admins were forcing four distinct jobs-to-be-done through a single undifferentiated interface.

With hundreds of unique views, visual and behavioural drift was inevitable without a governance layer.

Our team ran stakeholder interviews and task analysis across all four roles before a single screen was drawn. We then architected a modular system — CRM, Campaigns, Promotions, Reports, Configuration — where each module owns its logic while sharing one navigation shell.

We mapped the full system into six operational pillars (Dashboard, CRM, Loyalty, Marketing, Reporting, System), locking Phase 1 scope, dependencies, and priorities such as RFM metrics and dynamic loyalty levels before high-fidelity work began.

The token-based design system became the platform's single source of truth: every new screen inherits correct spacing, colour, and component behaviour by default, not by convention.

The platform now runs consistent interaction patterns across every module, regardless of role or which team built the feature.

Engineering ships new functionality on a three-year-old codebase without re-litigating spacing or component behaviour on every pull request.