Shaping the Future of Digital Banking
treXis is a next-generation digital banking platform that gives financial institutions complete software ownership with zero licensing fees. My team designed treXis's white-label digital banking platform end to end, crafting distinct, optimized experiences for business, consumer, and banking administrator roles.
Challenge
Legacy banking systems are fragmented, forcing users to juggle disconnected tools for everyday tasks. Multi-entity banking compounds the problem: business users managing several accounts or entities often hit clunky, inconsistent workflows. Since treXis is a white-label platform, it also had to be flexible enough for partner banks to customize and brand as their own experience. We were tasked with modernizing the digital banking experience across three distinct audiences (businesses, consumers, and banking administrators) without sacrificing consistency or configurability.
Solution
My team worked closely with product management and engineering to design a unified banking experience across the platform. We also partnered directly with Zifi, one of treXis's partner banks, to ensure our solutions met their real-world needs.
For the customer-facing app, I led UX design across every core feature: authentication, account management, money movement, messaging, and support, ensuring a clean, modern experience that felt consistent whether a user was checking a balance or managing multiple business entities.
For the banker's desktop, I reimagined a simple, scalable framework that helps administrators quickly find and act on what they need, including messaging, enrollment, entitlement management, activity monitoring, and limit controls.
Results
The redesign delivered a modern banking app and administrative platform that centralized fragmented tasks into intuitive, streamlined workflows. Because the platform is hyperconfigurable, treXis's bank and credit union clients can brand and tailor the experience to their own identity, turning a shared platform into one that feels distinctly theirs.
Consumer Experience Across Custom Brand Skins
Watch: treXis X Banking Promo Video
Sample Screens from the Banker's Desktop
