First Republic Bank logo
First Republic Bank

Transforming complex technology into meaningful design

Product
The goal was to create an efficient banking tool for small and large businesses, with key features like highlighting time-sensitive actions, intuitive navigation, addressing users with different entitlements and permissions on the same account, clear hierarchy, and a scalable interface.
First Republic Bank product shots

Information architecture

Creating the information architecture for all phases, starting from the initial MVP to the future vision, was a crucial first step. Equally important was establishing navigation patterns and core components.
First Republic Bank information architecture
First Republic Bank side navigation collapsed and expanded

Global to-do widget

Users wanted instant access to their to-do list, highlighting time-sensitive and urgent tasks upon login. So, we added a to-do widget and a global button for easy access throughout the platform. They can also approve and reject transfers directly from there.
First Republic Bank To Do widget on homepage

Filters and actionable items

Making one of the most important tasks for our clients easy and efficient was crucial. They wanted to filter down to a specific types of transactions and have the ability to approve, reject, or send for repair without leaving their current screen. So, we integrated a feature that allows them to view full transaction details and take action seamlessly.
First Republic Bank toast componentFirst Republic Bank table filter
First Republic Bank table informational card
First Republic Bank ACH payment cardFirst Republic Bank Wire transfer card

Design system

We established a desktop design system with reusable components, to be used in other internal banking tools.
First Republic Bank design system components