A Leading Wholesale Banking Institution

Interactive Executive Dashboard for Real-Time Financial Insights

10 min read

Industry
Financial Services

Services
Strategy & Research, Design & Creative, Data & AI, Product Delivery

Technologies
Generative AI, Data Visualization, Natural Language Processing
About The Project

A global financial institution partnered with XDuce to reimagine how wholesale account managers interact with critical data. The goal was to develop an interactive executive dashboard that provides a unified, real-time view of performance metrics and AI-powered insights to streamline decision-making and optimize operational efficiency.

The Challenges
  • Fragmented systems leading to inefficiencies and decision-making delays.
  • Lack of a cohesive platform for wholesale account managers to view and act on KPIs.
  • Manual data compilation processes that slowed response times to client needs.
  • A need to integrate AI-driven insights to improve accuracy and speed of decision-making.
How We Made It Happen
Explore the strategic actions that transformed complex systems into cohesive, client-centered solutions.

Strategy & Research

Conducted workshops to align stakeholders, define project goals, and map user needs.

Heuristic Evaluation

Analyzed existing workflows, usage data, and user journeys to identify inefficiencies and opportunities.

Dashboard & Designs System

Interactive dashboard integrating AI-driven insights, personalization and design components.

Data & AI

Built an Adaptive AI framework to deliver real-time insights, enabling smarter, faster decisions.

The Results
These results represent the expected outcomes of our ongoing efforts, reflecting the anticipated impact of evidence-based, user-centered strategies.

30%

Faster Decision Making in user engagement

70%

Improvement in User Engagement

40%

Increase in Operational
Efficiency

5x

Reduction in task completion errors

Graph-1
Strategic Workshops

Bridging Silos: Collaborative
Strategies for Unified Outcomes

85%

Alignment Achieved

15

Key Strategic Insights Identified

30%

Reduction in Decision-Making Time
Through dynamic workshops and collaborative strategy sessions, we engaged cross-functional leaders and wholesale account managers to align on a unified vision. By prioritizing evidence-backed methodologies and user-centric design principles, we transformed fragmented workflows into a cohesive system. Leveraging data-driven insights, we empowered decision-makers to break down operational silos and redefine efficiency. Our efforts bridged the gap between leadership, technology, and end-users, resulting in actionable strategies designed to accelerate decision-making and deliver measurable, sustainable outcomes.
Heuristic Evaluation

Decoding Challenges Through Secure Data-Driven Insights

Our heuristic evaluation tackled the complexities of a large financial institution by blending traditional usability principles with robust, secure data analysis. We examined sensitive data sets like transaction histories, user journey logs, call center interactions, and application error reports, all within a secure, compliance-driven framework to maintain PII confidentiality. This approach unearthed critical usability gaps, such as task failures, repetitive workflows, and high-friction touchpoints, while identifying hidden opportunities for optimization. By documenting pain points, workflow inefficiencies, and behavior trends, we provided actionable recommendations, creating a foundation for a user-centered, secure digital transformation.

Dashboard & Designs System​

Transforming Data Complexity into Actionable Insights

We tackled the challenge of distilling over 300+ data points into an executive dashboard that delivers instant clarity and actionable insights. By identifying the most critical metrics, eliminating noise, and using psychology-backed design principles, we created visuals that reduce cognitive overload while empowering quick, confident decisions. Infused with AI-powered recommendations, the dashboard not only guides next-best actions but also saves time and reduces errors. To ensure scalability, we developed a design system with a reusable component library, enabling consistent expansion across projects while maximizing design efficiency and impact.

Data & AI

Adaptive Intelligence for Precision Decision-Making

Building on our work in crafting dynamic customer service solutions, we developed an Adaptive Intelligence framework tailored for wholesale account managers. This system seamlessly integrates real-time insights and predictive analytics, enabling managers to anticipate client needs, respond proactively, and deliver personalized financial solutions. By leveraging advanced data streams, interaction logs, and machine learning models, our solution provides actionable recommendations, enhancing decision accuracy while optimizing workflow efficiency.

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