Overview

A leading financial services provider struggled with rigid dashboards, fragmented workflows, and limited scalability across Small and Medium-sized Businesses (SMBs), Treasury, and Corporate and Investment Banking (CIB) user groups. As the platform expanded, customer experiences became inconsistent, slowing onboarding and reducing operational efficiency.

Altimetrik partnered with the client to modernize the treasury platform, reimagining onboarding, dashboards, and decision workflows with AI-powered intelligence and a unified UI framework.

The Challenge

• Rigid dashboards and workflows made the platform feel disjointed and unable to support diverse client configurations or entitlement structures.
• Limited adaptability meant user experiences could not evolve as customers became more diverse, reducing efficiency for both new and advanced Treasury users.

These challenges created friction across onboarding, role provisioning, and day-to-day operations.

Solution Elements

• AI for UI

We introduced Human-AI collaboration using intelligent, self-building dashboards. These AI-driven interfaces surface business insights proactively and can be interacted with through natural voice unlocking a level of visibility not previously possible.

• UI Framework Modernization

Altimetrik consolidated the front office into a modern, AI-ready UI framework. Smart components, streamlined engineering, and performance-optimized architecture enabled faster delivery and consistent user experiences across segments.

• AI-Powered Digital Modernization

The team rationalized and modernized functional services across 80+ treasury operations, establishing a resilient digital backbone for onboarding, payments, approvals, and analytics.

Delivered Results

• 50% faster large-payment processing and approvals, eliminating operational delays in high-value treasury workflows.
• 80% reduction in new-user onboarding time through AI-driven role, entitlement, and configuration automation.
• Personalized AI-powered user experience that adapts to behavior, context, and persona for faster, more confident decision-making.
  

Conclusion

Through a strategic blend of AI-powered intelligence, modernized UI frameworks, and streamlined digital operations, Altimetrik transformed a rigid treasury platform into an adaptive, future-ready system. By simplifying onboarding, accelerating high-value operations, and delivering adaptive user journeys, we helped the client move from complexity to clarity. This reflects Altimetrik’s broader mission, using digital engineering and human-centric AI to reshape how businesses operate and innovate with confidence in a rapidly evolving world.