Industry
Banking and Financial Services
in new-user onboarding time
processing and approval of high-value payments
rationalized and modernized
A leading financial services provider partnered with Altimetrik to modernize a treasury platform serving Small and Medium-sized Businesses, Treasury teams, and Corporate and Investment Banking users. Rigid dashboards, fragmented workflows, and limited scalability created inconsistent experiences and slowed critical operations.
Altimetrik transformed the platform through AI-powered dashboards, automated onboarding workflows, a unified user interface framework, and modernized treasury services. The transformation accelerated onboarding and payments while delivering adaptive, persona-driven experiences across customer segments.
The client’s treasury platform relied on rigid dashboards and disconnected workflows that could not support diverse customer configurations, roles, or entitlement structures.
As the platform expanded across SMB, Treasury, and CIB user groups, experiences became increasingly inconsistent. New-user onboarding required extensive manual configuration, while fragmented payment and approval workflows slowed high-value transactions.
The platform’s limited adaptability also prevented experiences from evolving with user behaviour, business context, and customer needs.
Treasury users depend on timely access to financial information and efficient processing of critical transactions. Slow onboarding delayed customer activation, while disconnected workflows created operational bottlenecks across payment and approval processes.
Without a scalable, adaptable platform, the organization risked declining user satisfaction, slower product delivery, and limited ability to support a growing and increasingly diverse customer base.
Altimetrik designed and implemented an AI-ready treasury platform that unified onboarding, dashboards, payments, approvals, and analytics.
AI-powered, self-building dashboards adapted to user behaviour, context, and persona. These interfaces proactively surfaced relevant business insights and enabled users to explore information through natural-language and voice interactions.
The front-office experience was consolidated into a modern UI framework with reusable smart components and a performance-optimized architecture. This improved consistency across user segments while enabling engineering teams to deliver new capabilities faster.
Altimetrik also automated role, entitlement, and configuration processes to streamline user onboarding. More than 80 treasury operations were rationalized and modernized, creating a resilient digital backbone for onboarding, high-value payments, approvals, and decision workflows.
Altimetrik combined treasury domain expertise, human-centric AI, UI modernization, and digital engineering to transform a rigid platform into an adaptive and scalable treasury ecosystem.
By integrating intelligent dashboards, automated onboarding, reusable UI components, and modernized operational services, Altimetrik enabled the client to simplify complex workflows, accelerate high-value transactions, and deliver more personalized financial experiences at scale.
“Amit Singh is the Chief Strategy Officer and Chief of Staff to the CEO at Altimetrik, where he drives corporate strategy, growth acceleration, and value creation through transformation initiatives. In this dual role, he partners closely with leadership teams, investors, and the board to align business strategy with sustained, technology-driven growth.
With over two decades of experience at the intersection of technology, business, and transformation, Amit brings a unique perspective on how organizations can innovate and adapt in a rapidly evolving digital landscape. His career has been defined by building high-performing teams, scaling innovative platforms, and driving organizational change to deliver lasting impact.
Before joining Altimetrik, Amit held senior leadership roles at Visa, where he led technology strategy, engineering, and product development for Real-Time Payments and the Visa Developer Platform. Earlier, he served as Chief Product Officer at a startup and spent more than a decade at Oracle, leading product and engineering teams across a wide range of enterprise software applications.”
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