CashPro

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  • Product Design
  • Product Management

An award-winning global treasury management platform for on-the-go clients. The CashPro app is quick, secure, and stylish.

Available for iOS & Android smartphone, tablet, and Apple Watch.

Key Responsibilities

  • Led product design and design system.
  • Managed product development and pre-release testing.
  • Conducted competitive analysis and market observation.
  • Created product strategy and roadmap prioritizations.

As a product designer and product manager hybrid, the experience strengthened my holistic product skills.

I was able to wear many hats outside the product designer role including product management, product development, product strategy, competitive analysis, social media marketing, and client communications.

Besides being hands on with end-to-end product design delivery, I branched out to oversee the strategy and operations of the broader design team, as well as work together to align the mobile app and desktop versions of CashPro.

Accomplishments

Awards

1st Place; Corporate Segment - Overall Digital Channels Module (2022)
Coalition Greenwich Digital Transformation Benchmarking

US Large Corporate Banking - Overall Digital Experience (2022)
US Large Corporate Cash Management - Digital Platform Design (2022)
Coalition Greenwich Excellence Awards

Technology & Innovation Awards - Mobile Technology Solution (2021)
Treasury Management International (TMI) Awards for Innovations & Excellence

Model Bank in Corporate Digital Banking (2021)
Celent Model Bank Awards

Best Bank for Payments and Treasury (2021)
Euromoney Awards for Excellence

Best Mobile Cash Management Software (2021)
Global Finance Magazine Treasury & Cash Management Awards

1st Place; Mobile, Wearables (2019)
2nd Place; Mobile, Wearables (2020)
Coalition Greenwich Digital Channels Benchmarking

Cash Management Innovation (2021)
Cash Management Innovation (2020)
Global Finance Magazine Innovators Awards

Patents
Issued: 4 | Pending: 8

Real-time, two-way video authentication system
US 11,750,773 B2 | Issued: September 5, 2023

Mobile device as a computer authenticator
US 11,544,369 B2 | Issued: January 3, 2023

Biometric generate of a one-time password (“OTP”) on a smartwatch
US 11,259,181 B2 | Issued: February 22, 2022

Mobile device as a computer authenticator
US 11,250,119 B2 | Issued: February 15, 2022

Our client have added 245 new users so far this year (the 2nd-highest number of new users added by any client). They reported they are very happy with the CashPro App, which was influential in their decision in choosing Bank of America. They particularly find value in the mobile remote check deposit, mobile token, and the ability to approve transactions while on the go.
Client Solutions
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