Enterprise Wire Transfer Saas Platform

Imagine this…

A wire transfer platform that can send millions instantly to the right person through the correct payment rail, making the process seamless and easy.

The Problem

Time=Money, and in the fast-paced bank wire transfer business, the more transactions you process, the more fees you can charge. This platform’s piecemeal design resulted in outdated and complicated-looking screens, leading to a high time-to-completion number.

The Solution: New Payment Creation Screens

The solution for this project was developed using Design Thinking and involved the following steps:

Extensive research was conducted, developing “Tasks-to-be-Done” and other Persona documents.

Based on the research, the team defined a number of KPIs focusing on improving the Time to Completion and the Number of Errors benchmarks.

I conducted several ideation workshops aimed at designing an effective solution.

A series of user testing sessions were performed in order to validate the designed solution.