• Datanomik

  • Datanomik

  • Datanomik

Role

Lead Product Design

Scope

Design System, Product Design, UX Strategy

Problem

How might we transform investment visibility into better decisions and higher returns?

Large corporate treasury teams manage cash and investments across multiple financial institutions, legal entities, and thousands of bank accounts. Investment data is often fragmented across different banking platforms, spreadsheets, and reports, making it difficult to understand the company’s true financial position.

From insight to decision

Visibility wasn't the real problem.

Decision-making was.

Treasury teams already had access to their investment data. The real challenge was that this information was fragmented across banks, legal entities, accounts, spreadsheets, and reports.

This made it difficult to answer the questions that actually drive financial decisions: Where is our money? How is it performing? What should we compare? And when can we act on it?

Instead of designing another reporting dashboard, we focused on creating a decision layer across the entire investment portfolio.

Treasury teams already had access to their investment data. The real challenge was that this information was fragmented across banks, legal entities, accounts, spreadsheets, and reports.

This made it difficult to answer the questions that actually drive financial decisions: Where is our money? How is it performing? What should we compare? And when can we act on it?

Instead of designing another reporting dashboard, we focused on creating a decision layer across the entire investment portfolio.

01 — One portfolio, not isolated accounts

01 — One portfolio, not isolated accounts

02 — Information that changes a decision

02 — Information that changes a decision

03 — comparison as a core experience

03 — comparison as a core experience

My approach

A centralized investment platform that consolidates portfolios from multiple banks, accounts, and legal entities into a single view. It allows treasury teams to monitor total and individual returns, compare performance against key benchmarks, and track the maturity dates of CDBs and other investments.

By replacing fragmented spreadsheets and banking portals with reliable, real-time data, the platform improves visibility, reduces manual work, and helps treasury teams make faster and more strategic investment decisions.

By replacing fragmented spreadsheets and banking portals with reliable, real-time data, the platform improves visibility, reduces manual work, and helps treasury teams make faster and more strategic investment decisions.

Impact

The platform improved investment returns by helping treasury teams identify better allocation opportunities and compare performance across institutions and products. A centralized view made portfolio performance, individual returns, and upcoming maturities easier to understand.

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Portfolio visibility

Investments, returns, and maturities consolidated in one place.

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Decision-making

Less time collecting data and more time analyzing opportunities.

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Invest. returns

Better allocation decisions helped improve portfolio performance across institutions and products.

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Investments returns

Better allocation decisions helped improve portfolio performance across institutions and products.