About the client: Visualizy equips banks with a fully integrated platform that enables their corporate clients to manage multi-bank accounts, oversee multiple entities, and assign role-based permissions—all from a single, secure interface.
Business Problem
Corporate clients, especially multi-entity organizations, more often than not manage multiple bank accounts, subsidiaries and company structures. They struggle with switching between accounts and subsidiaries and manually logging in and out repeatedly. They face fragmented workflows, limited visibility, and security concerns around account access and approval processes.
Solution
Visualizy offers a white-labeled platform that banks can deliver to their corporate clients as a value-added service. The portal centralizes multi-bank account access, multi-entity financial management, and robust entitlement controls—all under the bank’s brand. Corporate clients gain real-time visibility into cash positions, approval flows across subsidiaries, and the ability to control who sees and acts on specific accounts. For banks, this means enhanced client retention, increased customer experience, and a more differentiated offering in an increasingly competitive landscape.
“At Visualizy, we believe that the future of corporate banking is built on collaboration between agility and trust. IBM has been instrumental in helping us create a platform that is not only powerful and intelligent, but also bank-grade in stability, resilience, and security.”— Hamed, CEO, Visualizy
The Role of IBM
To deliver on its promise of stability, scalability, and trust, Visualizy has worked hand-in-hand with the IBM engineering team to design an infrastructure that meets the demands of enterprise banking environments.
This collaboration allows Visualizy to deliver a platform that banks can confidently rely on for mission-critical operations, combining IBM’s enterprise-grade cloud reliability with Visualizy’s innovation in financial automation.
Outcome
·Improved Client Retention: By embedding essential workflows directly into the bank's services.
·Enhanced Client Experience: Corporate users gain full financial visibility and secure control in one place.
·Revenue Opportunity: Potential for premium service tiers, advisory upsells, or ERP integrations.
·Operational Efficiency for Clients: Up to 90% reduction in time spent switching between systems.
·Stronger Bank-Client Relationships: Banks position themselves as strategic financial technology partners