Embat
Centralising treasury management within a single platform to finance teams’ workloads by over 75%.
Numbers flow easy: an automated, efficient, and secure treasury for finance teams.
Brief
As a company dedicated to money, Embat approached us to take its next business three steps ahead through identity and digital product design. They needed to compete internationally and occupy a strong market position, counting on a team which combines hardcore finance experts and developers that perfectly compliment each other. Embat was founded by former JP Morgan consultants with the goal of developing a SaaS for CFOs that would bring smartness back to finance.
Capabilities
Research & Analysis
Visual Identity
UX/UI Design
Strategy
Strategy
Our lives are defined by what we do with our time. It was time and its quality that inspired our approach to Embat’s strategic update. We envisioned a company dedicated to giving valuable time back to CFOs: quality time to feel joyful and to explore a more playful side of life. Embat has provided a system with the intelligence to automate mechanical tasks in order to contribute to the betterment of their lives: if the boring job can be done by machines then CFOs can find room to integrate creativity and fun into their workflow.
Combining joy, intelligence, and money, we developed the brand idea “numbers rocking”, which then inspired Embat’s new positioning, emphasizing a way of living finance rather than merely working in finance.
“Embat” is a coastal wind. Such a force of nature inspired the firm’s name, and it now symbolizes the joy of living numbers in the smartest way possible.
A tool, a service, and an expert and diverse team working restlessly. Embat enjoys its status as being a relevant player within the contemporary finance market from Europe to the rest of the world.
Strategy
Embat reached us in order to conceptualise and design the experience inside their financial platform.
Dashboard
The first step was the development of a dashboard model responding to the needs of banking and financial data. This consists of modules in widget form which display information in real time, resulting in a fully customisable layout which adapts to financial goals. In addition, this customisation allows the user to perfectly adjust everything to suit their day-to-day needs.
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As a strategic brand, design, and digital consultancy, at Erretres we’ve developed international projects for sectors such as media, sports, tech, startups, tourism, travel, fashion, gastronomy, real estate, and hospitality.
Treasury & Banks
Considering the importance of control over numbers and accounts, the treasury management section is one of the most important within the tool. It consists of an interface designed to handle data from multiple companies, categories, and forecasts. Multiple visualisations via tables and cells also help the user to understand the data in a more efficient and intuitive way.
Groundbreaking automated treasury reporting.
Autoconciliation of movements
A key section of the tool is the reconciliation of transactions. This consists of assigning a bank movement to a transaction so that the data is categorised and displayed correctly. Embat is able to auto-reconcile the vast majority of transactions, reducing the time the user has to spend on this task.
Design system
To start sketching the visual design of the interface, we began by building a powerful design system. Since this is a management tool, atomic design took special relevance to ensure that all elements were built correctly. Starting with list elements, through dropdowns, and reaching table and graphic design, the level of detail of Embat's design system is astounding.
Public website
As a complementary task to the design of the platform, an elevated communication of the tool in the form of a new public website was also important. We thus adapted the website to Embat's new brand and look and feel.
Brand
To express the company’s new positioning, we developed a visual identity inspired by the spirit of “Numbers Rocking” and the sea breeze from which Embat takes its name. The new symbol is a kite taken from a theorem used to calculate the golden ratio, a form and movement which goes on to develop the rest of the brand’s visual resources. The resulting visuals reposition Embat as a market leader whilst invoking the sense of calm so key to their new USP of giving time back to CFOs.
Embat provides short, medium, and long-term liquidity projections connected to personal ERP and accounting systems.
This allows users to monitor their budget and plan scenarios with agility.
Embat offers automated real-time bank reconciliation of all financial products and auto-generates accounting entries within ERPs.
To accompany the new interface, website, and launch of the new brand, we developed a series of further touchpoints to celebrate the new Embat. From merch for their team to communication materials for potential clients, we reimagined the new brand’s expression across a variety of different media.
