This case study explores how Bank of America enhanced its CashPro platform by upgrading its Liquidity Management capabilities. The case study highlights the design process, stakeholder management, and strategic decisions that led to the successful implementation of new features, allowing clients to better manage their financial positions in a complex global market.
During the design process, evidence-based research played a significant role in informing design decisions for specific capabilities:
Liquidity Diagrams: Clients expressed a strong interest in accessing liquidity diagrams via CashPro. Research findings indicated that such visual representations would help clients better understand their liquidity position at any given time. As a result, the design team prioritized the development of user-friendly liquidity diagrams.
The final design resulted in a user-friendly interface with actionable insights, enabling clients to better manage their liquidity positions. The Liquidity Management solution has been widely adopted by CashPro’s clients, with thousands of active users benefiting from the enhanced features.
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