Major Regional Bank
Treasury Solutions Vision
Desktop and mobile concept designs for treasury management, including time-sensitive smart watch payment approval scenarios.
Overview + Challenge
The platform serves treasury management professionals who handle complex financial operations. The challenge was to envision the future state of the platform across desktop, mobile, and even wearable devices to support modern treasury workflows.
The vision concepts explored how treasury users could manage payments, approvals, and cash flow monitoring across different contexts and devices, enabling both comprehensive desktop analysis and on-the-go decision making.
Result + Key Outcomes
- Future vision concepts for treasury management platform
- Multi-platform design spanning desktop, mobile, and wearables
- Context-appropriate interfaces for different use cases
- Role-based capabilities and entitlements
- On-the-go approval workflows for time-sensitive decisions
- Comprehensive wireframes and Visual Style Guide
- Outputs included the initial concept demo flow and then detailed annotated UX wireframes and Visual Style Guide for Phase 1 functionality leading to full implementation
Desktop Payment Initiation
Payments functions are just one of various capabilities enabled depending on roles and entitlements. Often these users need a comprehensive view of all the cash flows and parties involved to monitor or initiate payments.
Desktop Features
- Comprehensive cash flow visualization
- Multi-party payment coordination
- Role-based access and entitlements
- Integrated monitoring and reporting
Desktop payment initiation interface
Mobile + Wearable Payment Innovation
Treasury and Purchasing department users may be called upon to approve payments and transfers on short notice and sometimes while on the move. We explored mobile phone and smart watch scenarios to understand the necessary information required across different device contexts.
The smart watch concepts explored how critical approval decisions could be made while distilling payment information down to only the most essential details needed for confident approval or escalation.
Mobile Capabilities
- Quick approval workflows for urgent requests
- Essential payment details at-a-glance
- Secure authentication on mobile devices
- Smart watch integration for notifications
Mobile and smart watch approval interfaces