CIBC
SmartBanking for Business
The Process
I worked closely with the client and requirements team to transform data from existing accounting software into clear, visually appealing graphics for users. Using an iterative design approach, we explored various concepts and color themes, emphasizing CIBC's secondary palette for data visualizations. Regular touchpoints with Apple’s design team in Cupertino ensured adherence to iOS design standards and optimized the user experience. Their feedback guided informed decisions, resulting in a high-quality app aligned with Apple's ecosystem.
SmartBanking for Business Dashboard Concepts.
Key Features
The Dashboard
The main feature of the app was the comprehensive dashboard, designed to give business owners a holistic view of their company's finances. This included information on pending invoices, receivables, and day-to-day banking activities, empowering business owners with valuable insights into their cash flow. The dashboard integrated third-party data seamlessly, providing a single, informative view that facilitated timely financial decisions for business owners.
Key Features
Accounts Page
Within the app, the accounts tab offered users real-time access to their business accounts' balances and transactions. Users could easily select the desired account from the left panel, enabling the right panel to display the corresponding transactions and balances. Additionally, an alternative "data" view was available, presenting a visual representation of the user's account balances over the past 45 days, offering a graphical depiction of their financial trends and patterns.
Key Features
Invoices
The invoices tab within the app provided users with a concise overview of their accounts receivable and accounts payable. Utilizing a tab bar, users had the flexibility to view either category separately or together for a comprehensive picture. Furthermore, a graphical view was implemented, offering users a swift and visual understanding of their outgoing and incoming cash flow, as well as their net balance over the course of the past year. This feature enabled users to gain valuable insights into their financial trends and make informed decisions accordingly.
