Case Study
Navigating Financial Waters: Innovating Liquidity Management with CashPro
Case Study
Navigating Financial Waters: Innovating Liquidity Management with CashPro
Company
Bank of America
Technologies
Industry
  • Banking and Finance
Type of Work
  • Web App
Introduction
Project Insights
Problem and Pain Points

During the design process, evidence-based research played a significant role in informing design decisions for specific capabilities:

Liquidity Diagrams: Clients expressed a strong interest in accessing liquidity diagrams via CashPro. Research findings indicated that such visual representations would help clients better understand their liquidity position at any given time. As a result, the design team prioritized the development of user-friendly liquidity diagrams.

The final design resulted in a user-friendly interface with actionable insights, enabling clients to better manage their liquidity positions. The Liquidity Management solution has been widely adopted by CashPro’s clients, with thousands of active users benefiting from the enhanced features.

Approach & Research
The Solution
Outcome & Impact
Reflection & Key Takeaways
Credits
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CashPro Insights
BANK OF AMERICA
Bank of America