My Role
Product Designer
Company
Embat
Industry
Finance
Year
2023
Embat, a SaaS financial application, aims to revolutionise treasury management with innovative features and functionalities.
The primary challenge lies in creating an adaptable app that simplifies the lives of financial directors, addressing the urgent need to improve the visual aesthetics and usability of Embat's current app, which suffered from numerous usability issues. Presenting data in a friendly manner to alleviate the current stress associated with financial management becomes paramount in this context. Integrating effective research and metrics is crucial due to varying company needs and revenue streams.
Establish Embat as an indispensable tool for daily business operations.
Ensure platform self-sufficiency for enhanced client understanding.
Implement a robust design system tailored to data visualization and number management.
Add value and differentiation to the brand through platform experience and interface design.
Initial iteration
Filters occupied significant UI space, posing challenges in space efficiency and usability.
Evolving Design
Dedicated efforts to refine the filter system for improved functionality and simplicity.
Final iteration
Streamlined filter mechanism, conserving screen real estate and enhancing user intuitiveness.
Result
Achieved a simple yet effective selection process, particularly beneficial in data-driven environments.
Overall impact
Optimized user experience, making complex data environments more navigable and user-friendly while ensuring key information remains accessible.
The filter component empowers users to refine their data searches with precision, ensuring efficient access to relevant information tailored to their specific needs.
Save 75% of team time
Real-Time Treasury Consolidation
Instantaneous Access
Swift access to a comprehensive treasury and debt overview for informed decision-making.
Comprehensive Visibility
Complete visibility of liquidity across all accounts on a single platform.
Enhanced Financial Agility
Streamlined filter mechanism, conserving screen real estate and enhancing user intuitiveness.
Reduce Time Spent on Payment Accounting
Payment Security Enhancement
Cost Savings
Reduces transaction costs and operational expenses by consolidating payment channels and automating reconciliation tasks.
Regulatory Compliance
Helps ensure compliance with financial regulations by maintaining a detailed, auditable record of all transactions.
Risk Reduction
Minimizes financial risks associated with payment fraud and discrepancies through centralized control and automated verification.
Save 75% of team time
Empowering users and enhancing experience
Enhanced Efficiency
Users can streamline their workflow according to their habits, improving productivity.
Improved User Satisfaction and Retention
Personalization leads to a more satisfying experience, increasing user loyalty.
