Swedbank Dashboard
Designing Clarity for Corporate Banking
Responsibility
Experience Design Lead
Client
Swedbank
Team
20 Team Members
Year
2019
Swedbank is one of the largest financial institutions in the Nordic region, supporting individuals, businesses, and corporate customers through banking, treasury, and financial services.
This project focused on modernising part of the corporate banking experience used by treasury teams and business customers managing liquidity, financial visibility, reporting, and operational workflows.
The goal was to simplify complex financial processes while creating a scalable experience across desktop and mobile environments.
Understanding the Problem
Corporate banking products are fundamentally different from consumer banking experiences. Users were not simply checking balances or reviewing transactions. Treasury teams and business customers were responsible for monitoring liquidity, managing multiple entities, generating reports, controlling permissions, and making operational decisions based on financial visibility.
Existing workflows relied heavily on fragmented views, manual reporting processes, and interfaces designed around functionality rather than understanding.
The opportunity was to simplify complexity without removing capability.
Key Challenges
Fragmented visibility
Liquidity information, reporting, and operational controls lived across different areas, making it difficult to build a complete financial picture.
Multi-entity management
Business customers often operated several companies, teams, and permission layers simultaneously.
Reporting friction
Recurring reports and exports required multiple steps, increasing effort for treasury operations.
Legacy interaction patterns
The experience needed to evolve into a more responsive and scalable system while preserving trust and financial accuracy.
Design Thinking & Leadership Approach
Building Shared Understanding
Alignment came first. Understanding workflows, reporting, permissions, and stakeholder needs created a shared view of the problem space.
Turning Complexity Into Structure
Liquidity, reporting, permissions, and company management were organised into connected experiences rather than isolated features.
Designing With Data, Not Assumptions
Financial products depend on trust. The focus shifted from interfaces to clarity, visibility, and decision support.
Thinking Beyond Interfaces
The project expanded the work into systems thinking, balancing users, operations, business goals, and scale.
Liquidity dashboard
The liquidity dashboard became the operational centre of the product, giving users immediate visibility into starting balances, incoming funds, outgoing payments, historical trends, forecast movement, and projected liquidity without navigating across multiple reports. Financial information shifted from static data into actionable insight.
Global liquidity visibility
As operations expanded across markets and entities, visibility needed to move beyond a single account view. The global liquidity experience introduced a geographic layer that allowed teams to monitor regional liquidity, transaction flows, forecast balances, and country performance. The conversation evolved from “Where is my money?” towards “Where should I focus next?”
Reporting workflows
Reporting was treated with the same mindset. Rather than functioning as simple downloads, reporting workflows became an operational tool through scheduling, frequency management, notifications, templates, audit support, and export flows. The objective was to transform reporting from a one-time action into a repeatable process that supported day-to-day treasury management.
Project Outcomes
01
Financial Visibility
Liquidity information moved from fragmented reporting views into clearer dashboards that surfaced balances, cash movement, and forecasting in a single experience.
02
Workflow Efficiency
Reporting evolved from static exports into repeatable workflows through scheduling, templates, notifications, and reusable configurations.
03
Enterprise Scalability
Created structures capable of supporting:
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Multi-company environments
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Role management
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Permission layers
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Regional operations
04
Data Storytelling
Complex financial information was translated into more understandable visual patterns through dashboards, forecasting graphs, and liquidity views.
Looking Back
Enterprise Projects Need Patience
Working inside a large financial institution taught me that change moves differently. Strong ideas alone are not enough, alignment, timing, and stakeholder buy-in matter just as much.
I Focused Too Much On Screens Early
Early on I spent more energy exploring interfaces than understanding workflows. Looking back, mapping permissions, reporting logic, and operational dependencies earlier would have accelerated decisions.
Complexity Should Be Organised, Not Removed
My first instinct was simplifying the experience by reducing elements. The real challenge was keeping the depth while making it easier to understand.
This Project Changed How I Think
Swedbank pushed my design thinking beyond interfaces and deeper into systems, operations, and organisational complexity. It reinforced how leadership in design is not only about creating experiences, but about connecting workflows, teams, dependencies, and long-term product direction.
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