CashPro Insights

The advanced decision-support capability CashPro Insights (now known as CashPro Data Intelligence) operates within Bank of America’s CashPro platform to help global businesses optimize their treasury operations through AI-driven insights and high-fidelity data visualizations.

I designed the system to convert intricate financial data into simple actionable insights that match the decision-making patterns of treasury teams. The platform analyzes payment efficiency and liquidity, and risk exposure through AI analysis of historical transactional data from an organization’s portfolio of accounts. The platform generates monthly AI-based recommendations which maintain complete transparency and auditability to support confident organizational decisions at every level.

The platform uses strategic research and modern visualization techniques to provide scalable insights from single data points to thousands which enables businesses to predict issues and enhance cash management and accelerate better decision-making.