IntraFi helps financial services companies secure their customers’ funds and boost profitability. Their IntraFi Network Deposit (IND) product is a proprietary Insured Cash Sweep software that allows financial institutions to transfer (“sweep”) large cash balances from high-net-worth clients into FDIC-insured accounts across a network of banks. The IND sales team needed a mobile app to quickly access crucial customer data and contract statuses while on the go or in client meetings. The UX team designed and developed a hybrid web app using Ember JS, which can be easily packaged for app stores or accessed via a browser.
Activities and deliverables
User research, Prototyping, Usability testing, Development
Who we worked with
Project Manager
Quick access to important data
Intuitive data visualizations
Charts and graphs need to be intuitive, and easy to understand in order to provide immediate insights
Advanced data tables
Due to limited space of mobile layouts, data tables need enhanced functionality, allowing access to detailed information.
Purpose of our research
Using various research studies, we aimed to:
Studies
Stakeholders informed us IND is most often used during sales meetings with customers, making fast and accurate data access essential.
To support this need, we designed the dashboard with a global instant search, allowing users to find relevant customer and contract details quickly. Key metrics and insights are displayed on a dedicated customer screen in a clear, structured format and utilizes data visualizations, ensuring data is easily understood.
A key part of the sales team’s role is tracking contracts, updates, terms, and renewals. To help users stay proactive, we designed the application with customizable alert functionality. Users can choose the parameters they want to be notified about, along with their preferred notification method—within the app, via email, or through push notifications. With automated alerts, users can focus on other essential tasks while being promptly informed when action is required.
UX team transformed mockups into a fully developed mobile app using Ember. This approach enabled us to build a hybrid web app tailored for IND sales teams, delivering quick access to customer data and contract statuses on the go.
The IND Sales app by IntraFi offers a user-friendly interface and advanced features for accessing sales data. Developed as a hybrid app using Ember JS, it ensures cross-platform compatibility while providing animated data visuals and responsive views. The collaborative effort from initial planning to final implementation has resulted in a powerful tool for the sales team.
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