Business-workflow design for account managers at Monaco's second-largest bank — where every click can involve millions of euros and demands zero ambiguity.
Design of the business workflow for account managers at CMB Monaco, part of the bank's IT-modernisation programme — digitalisation, risk management and compliance — aimed at giving UHNW clients high-performance, secure applications for their wealth-management projects.
Technical context: development led by IBM, with the Salesforce Lightning Design System (SLDS) mandated by the bank's CRM stack. Business constraints: Monegasque banking secrecy, KYC/AML requirements, high-end international clientele.
The work centred on the clarity of business workflows, the rigorous use of native SLDS components, and the operational rigour of financial workflows.
Screenshots are withheld out of respect for banking secrecy and confidentiality agreements. The work can be discussed in person in an appropriate setting.
This constraint is part of the brief: in private banking, discretion is not an obstacle to good design — it is one of its requirements.