Banker's Dashboard iPad App
Deluxe
Deluxe is strengthening customer loyalty by delivering faster, smarter data.
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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.
Coordinating Stakeholders
Technical Specs
Atomic designed the system architecture and wrote software and firmware for:
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.
Taste-testing the Product in the Field
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
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Adam Craig, Director of Product Management
Coordinating Stakeholders
A Partnership with a Storybook Ending
The team’s careful project management, client communication, cutting-edge architecture, and cohesive design strategy helped the team ship the product on time and on budget.
Reflecting back on the multi-year, high-profile project, Robinson said Atomic helped his company arrive at a special moment in time.
“We'd never done anything this big. Ever,” he said. “We’re live across all the major pillars Atomic said they would deliver on. It was delivered on time, on budget, to expectation, live. Not three or four milestones late with people leaving and the platform half-baked and full of bugs.”
StoryLoom began open-beta in December 2022. A global launch is scheduled for the spring of 2023.
“We’ve been given a rare opportunity," said Robinson, "to find success by chasing opportunities Starship Enterprise-style: going where people aren’t—pushing boundaries.”
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.
The Atomic Team
Here are some of our current Atoms who worked on this project. Click their photo to read their bios!
Project domain(s)
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