Global MyB2B

Solutions of banking app for corporate users

Corporate banking users had no mobile-first tool that matched the complexity of their daily workflows. The existing experience lacked role clarity, flexibility, and visibility into payment status.

Mobility & Promptness

Enable corporate banking tasks anytime, anywhere — without sacrificing speed or accuracy.

Flexible Customization

Let each user personalise their most-used functions based on their actual role and daily habits.

Classification of Payment

Organise payment items by category and status so nothing gets missed or mis-tracked.

Persona for corporate users

Two distinct role types emerged from stakeholder interviews — each with different priorities, access levels, and pain points.

JANE DOE

Accountant

To be able to check balance anytime, and review the trading history is important. Need to set up payment reminders and low balance notifications.

JOSIE DOE

Finance Manager

Need a review list of pending deals, and to be reminded to approve and decline in time. Items need clear amounts and timely pending-approval reminders.

Information hierarchy made personal

Rather than one homepage for all, each user is directed to a role-specific view on login. The information hierarchy is reordered based on what each role actually needs to act on first.

• Direct to individual homepage based on role permissions & access
• Homepage information categorized & prioritized based on role requirements
• Frequently used functions based on mobility needs are fixed at the bottom tab
• Most frequently used account's access made easy

• Accounts are categorized by overview & common — currency differentiated by tabs and tags
• Easy access to frequently used accounts — set up & remove anytime
• Transfer flow simplified to enhance mobility needs