Neo-
Treasury
Reimagining institutional liquidity management for high-velocity cross-border settlements through architectural clarity and behavioral constraints.
Role
Lead Product Designer
Timeline
8 Months (2023)
Context
Institutional B2B
Output
Dashboard & System
The Problem Statement
Institutional traders were managing multi-billion dollar liquidity pools using fragmented legacy interfaces. High latency and cognitive overload led to frequent "fat-finger" errors in settlement routing, costing firms millions in slippage and correction fees.
Critical Insight
"Users were duplicating data into Excel spreadsheets because they didn't trust the primary dashboard's real-time accuracy during high volatility."
The Design Process
Discovery
Shadowed 12 institutional traders across 3 time zones to map critical decision-making nodes.
Stress Testing
Built interactive prototypes to measure response times under simulated "market crash" conditions.
Refinement
Iterative logic mapping for multi-sig approval flows to reduce friction without compromising security.
The Solution Details
Behavioral Constraints
Implemented "Dynamic Confirmation" logic—where the friction of a transaction (number of steps) scales based on the risk profile and dollar amount of the transfer.
Architectural Clarity
Created a "Global Settlement Status" component that provides a unified view of assets across L1, L2, and off-chain ledgers, removing the need for external verification.
Measured Impact
-40%
Error Reduction
Decrease in transaction settlement errors via the implementation of "Risk-Aware UI" patterns.
2.4s
Faster Execution
Average time saved per transaction through hot-key architecture and optimized data fetching.
$12B+
Liquidity Routed
Total volume successfully managed through the platform in the first 6 months of launch.