A full-stack banking and treasury platform for modern companies — real-time reconciliation, card management, and bill pay, designed for the CFO who needs certainty, not approximations.
01 — The Problem
CFOs and finance teams live with constant uncertainty — bank balances that lag by hours, reconciliation that takes days, and integrations that break silently. Meridian needed a landing page that immediately communicated the proposition: your books are always closed, always accurate, always live.
Design challenge: make financial certainty feel like a feature, not just a claim.
How do you make real-time data feel trustworthy rather than overwhelming? How do you communicate both power and stability simultaneously? How do you pass a security review in the first scroll?
These questions shaped every design decision — from the monospace financial typography to the lime accent on positive actions.
Research Insights
02 — User Research
Meridian's users range from Series B CFOs seeking real-time certainty, to VP Finance managing multi-entity consolidation, to startup Finance Managers needing automated spend controls — each with distinct evaluation criteria.
03 — Business Challenges
Real-time data is the product's core differentiator. But financial dashboards that try to show everything simultaneously create anxiety rather than confidence. Design needed to prioritize the right metrics at the right hierarchy.
Post-FTX and post-SVB, finance teams are deeply skeptical of fintech promises. Security and compliance signals had to be woven into the visual design language, not buried in a footer.
Meridian has 14 integration categories, 4 product lines, and enterprise-grade configuration. A landing page that tried to communicate all of it would communicate none of it. Ruthless prioritization was required.
The CFO, the Finance Manager, and the Ops Lead evaluate the product differently. A single landing page had to speak to all three without fragmenting the narrative or creating choice paralysis.
04 — Secondary Research
73% of SME and scale-up finance teams still perform manual bank reconciliation at least weekly — representing an average of 6 hours of finance staff time per cycle. This was the primary pain point Meridian needed to visually solve. (Source: Xero SME Finance Report 2024)
Companies with real-time financial data access are 4.2x more likely to catch fraud within 24 hours and 3.8x more likely to identify cash flow issues before they become critical. The live data proposition was strategically central, not a feature. (Source: Deloitte CFO Survey 2024)
87% of B2B fintech buyers list security certification and regulatory compliance as non-negotiable before evaluation — not a decision factor, but a qualification gate. Meridian had to pass this gate in the above-the-fold experience. (Source: G2 Fintech Buyer Survey 2024)
05 — User Stories
06 — Competitor Analysis
| Feature | Mercury | Brex | Ramp | Airwallex | Meridian |
|---|---|---|---|---|---|
| Real-Time Balances | ✓ | ✓ | ~ | ✓ | ✓ |
| Auto-Reconciliation | ~ | ~ | ~ | ~ | ✓ |
| Multi-Entity | ✕ | ✓ | ✓ | ✓ | ✓ |
| Virtual Cards | ✓ | ✓ | ✓ | ✓ | ✓ |
| Bill Pay | ✓ | ~ | ✓ | ✕ | ✓ |
| FX / Multi-Currency | ~ | ✓ | ~ | ✓ | ✓ |
| SOC 2 Type II | ✓ | ✓ | ✓ | ✓ | ✓ |
07 — User Flow
08 — Toolkits
Tools and methods used throughout the Meridian design process — from competitive audit and CFO interview synthesis through to precision financial dashboard execution.
09 — Process
A six-phase design process rooted in competitive audit, CFO interview synthesis, and precision dashboard architecture — with every decision traced back to the central question of how design communicates financial trust.
10 — Design
Every design decision targets a single goal: make the viewer trust the numbers before they evaluate the features. Monospace precision does the heavy lifting. Lime accent signals positive action. Navy depth communicates institutional stability.
Meridian — Fintech Banking & Treasury Platform
Design Highlights
Design System
A cohesive design system built to communicate financial trustworthiness at every touchpoint — from the monospace numerics to the lime positive-action accent.
Lime signals positive action and financial health. Navy communicates depth, stability, and institutional credibility. The pairing is precise, not decorative.
JetBrains Mono for all financial figures — tabular precision. Bricolage Grotesque for display and marketing copy.
11 — Impact
Meridian demonstrated that product design can communicate financial trust at a level previously reserved for enterprise sales decks. Every metric below is a design outcome, not a sales claim.