PROJECTS
Citi Treasury Solutions
We designed and launched an end-to-end Digital Banking solution tailored for a diverse set of user groups and personas within the Treasury eco-system. Key features included:
- Predictive Modeling: Leveraged advanced analytics to forecast cash flows and market movements, enabling proactive decision-making.
- Personalized Recommendations: Delivered custom insights and actionable next steps based on clients’ unique financial behaviors and objectives.
- Market Trends & Reports: Integrated real-time access to global market trends and project-specific reports within the platform.
- Simplified Account Management: Redesigned onboarding and account setup processes for speed and simplicity, reducing friction for clients.
Citi Treasury clients faced fragmented digital experiences, limited access to predictive analytics, and cumbersome account management processes. The challenge was to create a unified solution that would address these pain points while delivering personalized value.
Challenge
Solution
My Role
Citi sought to revolutionize its Treasury client experience by developing a comprehensive digital platform. The goal was to streamline complex financial processes, empower clients with actionable insights, and drive business growth through innovation.
As the Senior Principal, I collaborated closely with client stakeholders, data scientists, and both business and development teams. I was responsible for conducting the design thinking workshops, identify and prioritize critical workflows & requirements, create appropriate user research strategies, design ideation, creative design direction and socializing the design solution across the client leadership. This video was based on our clickable prototypes and created to evangelize the product solution to major Citi clients to ensure the solution met both business objectives and user needs.
DESIGN LEADERSHIP
PRODUCT STRATEGY & USER RESEARCH
DESIGN THINKING WORKSHOPS
STAKEHOLDER & USER INTERVIEWS
USER STORIES & REQUIREMENTS
INFORMATION ARCHITECTURE
USER FLOWS
INTERACTION DESIGN
WIREFRAMES & PROTOTYPES
Impact
- Increased client engagement and satisfaction through personalized insights.
- Streamlined account management - led to faster onboarding and reduced operational overhead.
Next Gen Banking
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