Straight2Bank: Simplifying Corporate Banking for Standard Chartered
Industry
Commercial Banking, FinTech
Client
Standard Chartered Bank
Platforms
Date
2016
CASE STUDY BRIEF
Capability
Enterprise UX, compliance workflows, information architecture
Leadership level
Director
What I led
Designed role-based corporate-banking workflows for Standard Chartered across access, approvals, documentation, cash management, and trade finance.
Why it matters
Made permissions, review states, required documents, and handoffs visible so complex banking tasks could be understood before users acted.
DECISION RECORD
Problem and stakes
Corporate users had to complete high-consequence banking tasks across different permissions, approval chains, documents, and compliance requirements.
Role and scope
Led product and UX work for Straight2Bank workflows while at Palo IT.
Key decision and trade-off
Kept required controls visible and organized them around user roles, task states, and approval handoffs instead of hiding complexity behind a generic transaction screen.
Systems and artifacts
Role and permission models, workflow prototypes, information architecture, approval states, document flows, and compliance-aware interaction patterns.
Related content
The workflow problem
Corporate banking users do not complete a transaction in isolation. Access rights, supporting documents, review steps, and approval authority determine what each person can see and do.
How I structured the work
I mapped workflows by role and state, then made approval requirements, missing information, documents, and handoffs visible in the interaction. The aim was clarity without removing the controls the bank and its clients relied on.
What I produced
The work included information architecture, role and permission models, workflow prototypes, approval states, and compliance-aware patterns for cash-management and trade-finance tasks.
Scope of the evidence
This is enterprise product-design evidence. I do not claim efficiency or commercial impact without validated banking metrics.
