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Banker's Dashboard iPad App

Deluxe

Resources can be tight at community banks, but Banker’s Dashboard from Deluxe gives bank executives daily access to data they can use to identify potential problems and improve financial performance every day.

  • Web
  • Mobile
  • Desktop
  • Embedded
Bankers Dashboard Hero

The new iPad app for Banker’s Dashboard gives community banks access to their most critical information — when, where, and how they need it.

Deluxe Corp. created the Banker’s Dashboard web app several years ago to give CEOs and CFOs at community banks daily access to their aggregated financial data.

As iPads became more common at community banks, users started accessing Banker’s Dashboard via tablet web browsers.

Unfortunately, because the tool is so comprehensive, navigation was difficult on tablet browsers.

Deluxe asked Atomic to help improve their users’ experience by creating a native tablet version of Banker’s Dashboard for the iPad.

Bankers Dashboard Screenshot

The Banker’s Dashboard iPad app is tailored to the needs of executive-level tablet users — with quick access to the most relevant data and a focused set of features.

It uses visual cues and data analysis to highlight information the banker can mine daily, allowing them take early action and improve performance.

It also includes a customized alerting system that lets users know about potential problems, such as loans under consideration that don’t fit the bank’s financial targets.

Atomic helped us define a user experience that takes better advantage of a tablet’s interactive capability and highlights the information that’s most important to the bank. Adam Craig, Director of Product Management
Bankers Dashboard Moodboards
One of the greatest challenges with this project was how to access the data and calculations in the Banker’s Dashboard system, but redefine them for the new app. Atomic immersed themselves in the subject matter and took full command of the calculations in a way that was very impressive for an organization that doesn’t have a bunch of of bankers sitting in the office. This was essential to helping us deliver consistent and accurate data. Adam Craig, Director of Product Management
Bakers Dashboard Wireframes3

Results

  • Clients have found the iPad app so useful that Deluxe is able to charge a monthly service fee to use it.
  • Bankers traditionally see performance only on end-of-month reports, when the books have been closed. The Banker’s Dashboard app highlights daily information they can use to change the trajectory of their performance in real-time.
It’s being used by many of our clients every day and even in their monthly board meetings. Feedback from our user base has been extremely positive. Adam Craig, Director of Product Management
Bankers Dashboard Ipad
This was Deluxe’s first project with Atomic. It exceeded my expectations, and as a result we’ve brought Atomic in for many more engagements. Over and over, Atomic has demonstrated its UX prowess, its technical capability, and its ability to quickly identify our needs and design solutions that help overcome business challenges. Adam Craig, Director of Product Management

Atomic provided iOS development and design for the Banker’s Dashboard iPad app and created a backend API to connect with Deluxe’s database and translate the financial data for the app.

Project domain(s)

  • Web
  • Mobile
  • Desktop
  • Embedded

Services provided

  • Interaction Design
  • Visual Design
  • Software Development
  • Exploratory Testing

Tools used

  • RubyMotion
  • ObjectiveC
  • ReactiveCocoa
  • ASP.net
  • C#
  • MVC 4