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IntraFi enables financial services companies to keep their customers’ money secure and increase profitability.

ind overview dashboard screen

IntraFi Overview

The IntraFi Network Deposit (IND) product is a proprietary Insured Cash Sweep software application that enables financial institutions to move (“sweep”) large cash balances from their high-net-worth clients into smaller FDIC-insured accounts across a network of different banks. The IND sales needed a mobile app to quickly access important customer data and contract statuses while they were on the road or in client meetings. UX Team designed and developed a hybrid Web app using Ember JS that can be easily packaged and deployed to the app stores or accessed in a browser.
ind mobile balances

Evidence Gathering

Purpose

  • A modern, user-friendly interface
  • Animated graphical representations of data
  • Instant search
  • Advanced data tables with the ability to deep dive into details
  • Optimized responsive views for mobile and tablet devices

Activities

  • Team Work Sessions
  • Wireframing
  • Visual Design Mockups
  • Prototyping
  • Ember js Front-end Development

Development

We converted the mockups into a code based HTML-CSS and then to ember.

xd to html & css to ember icons

Conclusion

The IND Sales app by IntraFi offers a user-friendly interface and advanced features for accessing sales data. Developed as a hybrid app using Ember JS, it ensures cross-platform compatibility while providing animated data visuals and responsive views. The collaborative effort from initial planning to final implementation has resulted in a powerful tool for the sales team.

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