IntraFi enables financial services companies to keep their customers’ money secure and increase profitability.
IntraFi Overview
The IntraFi Network Deposit (IND) product is a proprietary Insured Cash Sweep software application that enables financial institutions to move (“sweep”) large cash balances from their high-net-worth clients into smaller FDIC-insured accounts across a network of different banks. The IND sales needed a mobile app to quickly access important customer data and contract statuses while they were on the road or in client meetings.
UX Team designed and developed a hybrid Web app using Ember JS that can be easily packaged and deployed to the app stores or accessed in a browser.
Evidence Gathering
Purpose
A modern, user-friendly interface
Animated graphical representations of data
Instant search
Advanced data tables with the ability to deep dive into details
Optimized responsive views for mobile and tablet devices
Activities
Team Work Sessions
Wireframing
Visual Design Mockups
Prototyping
Ember js Front-end Development
Development
We converted the mockups into a code based HTML-CSS and then to ember.
Conclusion
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.