The redesigned interface consolidates all customer account data — from checking and savings to loans and investments — into a single, streamlined view. Associates no longer need to toggle between multiple systems or applications to locate critical information. This unified experience enhances speed, reduces errors, and delivers a more intuitive workflow for users managing clients with complex financial portfolios. With integrated AI-driven search and filtering, associates can instantly locate specific accounts, transactions, or customer identifiers — even when data inputs are partial or imprecise. The system intelligently interprets search intent, displaying relevant results and contextual data in real time. This capability dramatically reduces the time it takes to serve clients with numerous accounts or intricate financial histories. Designed for scalability and ease of use, the dashboard automatically prioritizes and organizes account information based on activity and relevance. Associates can drill down from a high-level portfolio view to granular account details with minimal clicks. The seamless navigation flow and intelligent layout ensure quick decision-making and efficient customer support — transforming what was once a fragmented experience into an effortless, high-performance workflow.