Banking Transaction & Campaign Management Platform

Designed a WhatsApp-based communication platform that enables financial institutions to send automated transaction notifications and targeted marketing campaigns to customers through a centralized dashboard.

The platform helps banking teams improve customer communication, increase engagement, and monitor messaging performance at scale.

Banks communicate with millions of customers daily through transaction notifications, promotional campaigns, and customer service interactions.

Managing these communications across multiple systems can create operational inefficiencies, limited visibility into message performance, and inconsistent customer experiences.

The challenge was to design a unified platform that allows banking teams to efficiently manage customer communications while maintaining a simple and intuitive workflow.

I designed a centralized communication platform that enables banking teams to:

Send automated transaction notifications through WhatsApp

Create and manage targeted marketing campaigns

Upload and segment customer audiences

Monitor message delivery and engagement performance

Manage communication templates

Generate performance reports and analytics

A centralized dashboard providing visibility into:

Transaction alerts sent

Campaign performance

Message delivery rates

Customer engagement metrics

Recent activities

A campaign creation workflow that allows teams to:

Create WhatsApp campaigns

Schedule campaigns

Segment audiences

Track campaign performance

A monitoring system that provides visibility into:

Alert delivery status

Failed notifications

Alert history

Delivery trends

Tools for:

Customer uploads

Audience segmentation

Contact management

Customer targeting

Interactive dashboards that help teams track:

Delivery rates

Read rates

Campaign performance

Customer engagement

Created a scalable design system using the organization's visual identity, including typography, color hierarchy, reusable components, and accessibility standards to ensure consistency across the platform.

The final design provides banking teams with a streamlined communication platform that simplifies customer engagement, improves visibility into messaging performance, and supports large-scale customer communication through WhatsApp.