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 on Apple App Store, Google Play, and Samsung Galaxy Store.

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.
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
We greatly appreciate Siri immediately jumping into the team and helping us get our UX back on track, including the great design work she did for the board of directors meeting showcasing our product. I've also been impressed with her taking on more of the product management roles.
Product Director
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As a product designer and product manager hybrid, the experience significantly 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 managerial operations of the broader design team, as well as work together to align the mobile app and desktop versions of CashPro.

Featured

Awards

2022

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

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

2021

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

Celent Model Bank Awards
Model Bank in Corporate Digital Banking

Euromoney Awards for Excellence
Best Bank for Payments and Treasury

Global Finance Magazine Treasury & Cash Management Awards
Best Mobile Cash Management Software

Global Finance Magazine Innovators Awards
Cash Management Innovation

2020

Coalition Greenwich Digital Channels Benchmarking
2nd Place; Mobile, Wearables

Global Finance Magazine Innovators Awards
Cash Management Innovation

2019

Coalition Greenwich Digital Channels Benchmarking
1st Place; Mobile, Wearables

Patents

Issued

Apparatus and methods for content-based biometric authentication
December 3, 2024 | US 12,158,933 B2

Multi-platform authentication
September 24, 2024 | US 12,101,313 B2

Adaptive, multi-channel, embedded application programming interface (API)
April 2, 2024 | US 11,947,640 B2

Apparatus and methods for continuous real-time authentication
October 31, 2023 | US 11,805,124 B2

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

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

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

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

Filed

Cryptocurrency exchange platform
May 5, 2022 | US 17/737,263

Data securement leveraging secure QR code scanner
May 5, 2022 | US 17/737,253

Apparatus and methods for proactive communication
August 3, 2021 | US 17/392,408

Apparatus and methods for multi-factor authentication
August 3, 2021 | US 17/392,436