Case Study: Equifax modernizes customer tools with Code and Theory

Equifax unifies 2 customer tools with Code and Theory

Code and Theory partnered with Equifax to address challenges within its B2B product ecosystem. Equifax Canada needed to modernize several individual tools for better usability and integration, a task that became more complex after the acquisition of a smaller credit search company whose products required seamless incorporation into the existing customer portal.

The solution involved Code and Theory collaborating closely with Equifax to reorganize the products based on user needs, creating a more intuitive experience. This included developing a comprehensive first-time user onboarding flow and enhancing the credit report with improved visual hierarchy and mobile optimization. The outcomes delivered by Code and Theory included a unified design system with reusable patterns, streamlined task flows across previously siloed tools, and an updated information structure that aided efficient task completion.

Equifax