Move Money

Native design

The Move Money page is a highly flexible, Flutter-built mobile interface that enables financial institutions to showcase money movement features through a customizable carousel of action cards. Each card in the carousel can be configured by the institution to link to a specific widget, such as Transfers, Bill Pay, External Transfers, Zelle, or even a custom URL—providing deep flexibility to match the institution’s unique product offerings and priorities.

Impact

Empowers financial institutions to drive feature adoption and increase user engagement by placing key money movement tools front and center—customized for each audience segment. With Flutter’s cross-platform efficiency and the platform’s audience-targeting capabilities, institutions can update experiences without developer involvement, delivering real-time marketing agility.

What are the perks?

Cross-Platform Efficiency via Flutter

Built in Flutter, the login experience runs seamlessly across iOS and Android with a single codebase—reducing development time and ensuring feature parity.

Audience-Based Targeting

Configurations can be applied to specific user segments, enabling personalized experiences for different account types, age groups, or user behaviors.

Configurable via Admin

Fully themable through admin and Theme Builder, allowing institutions to customize the layout order and links.

Flexible Linking Options

Each card can link to a native widget or external URL, allowing institutions to integrate both platform features and third-party services without technical constraints.

One Consolidated Page

The Money Movement page was designed as a single, unified destination for users to handle all of their money movement needs—eliminating the fragmented experience of navigating to separate areas for transfers, bill pay, external payments, and more. By consolidating these actions into one streamlined page, users can now access everything from a simple transfer to managing payees and viewing scheduled transactions—all in one place.

This redesign not only simplifies the user journey but also frees up valuable space within the bottom mobile navigation, allowing financial institutions to surface other high-priority features like Accounts, Dashboard, or Insights more prominently.

Simplifies Navigation: Reduces friction and confusion by centralizing related tasks.
Enhances Usability: Users can complete multiple money-related actions without jumping between pages.
Improves Discoverability: Makes it easier to find and engage with money movement tools.
Creates Room for Growth: Opens up bottom nav real estate for additional features or business priorities.

Money Management Links

n addition to action tiles, the Move Money page includes a dedicated section for additional links, giving users quick access to essential money management tools.

These links provide direct navigation to:

Scheduled Transactions – View upcoming transfers, bill payments, or recurring transactions in one centralized location for better visibility and planning.
Transaction History – Access a full history of completed money movement actions to track payments, confirm transfers, and stay informed.
Manage Payees – Easily add, edit, or remove payees for bill pay or transfers, streamlining the setup and maintenance of trusted recipients.

This section enhances transparency and control by surfacing critical features users often need to reference, without requiring them to leave the Move Money page.

By placing these tools alongside core money movement actions, the experience becomes more cohesive and task-oriented—supporting better financial management and reducing the need for users to search elsewhere in the app.

Admin Configurations

The admin experience for the Move Money page gives financial institutions full control over creating and managing their money movement tiles—without writing a single line of code. Through a streamlined configuration panel, admins can:

Create and name each tile with a custom title (e.g., “Transfer Funds”, “Pay a Bill”)
Add a subline to provide context or guidance (e.g., “Move money between your accounts”)
Select an icon from a pre-approved library to visually represent the action
Link the tile to either a native widget within the platform or a custom URL (internal or external)

This flexible setup allows institutions to tailor the Move Money experience to their unique offerings and user needs. Tiles can be reordered, updated, or removed at any time, and configurations can be applied to specific user audiences for maximum relevance.

The Outcome & Business Goal

The Money Movement experience provides users with a centralized, flexible, and intuitive way to manage all types of financial transactions—from transfers and bill payments to payee management and transaction history. By combining configurable action tiles, personalized user targeting, and seamless access to essential tools, financial institutions can deliver a more engaging, task-focused experience that aligns with their brand and user needs.