Please note:
Due to the sensitive nature of information and NDA clauses, client identities have been anonymized in my case studies.
A savings led transactional bank for existing clients
A financial services group planning to offer clients a new savings account based on their financial wellness.
The challenge
The client identified an opportunity to help their customers save and invest through great returns with a money market fund. The challenge with this project was for client to be able to branch out as its own Sub-brand, as a transactional banking platform.
My role
Product Designer
UX Research
UI Design
The process
A number of Design Thinking processes were implemented into this project, as the contract was only 3 months a short period of Discovery and planning was implemented.
What were the priorities, requirements, vision & goals, what were other competitors doing in the market.
The research
Being the only Product Designer on the team, I was responsible for the post logon journey and the goal was to take what was already existing and make its own sub-brand. A current userflow was done as well as a competitor analysis in order to understand how we can move away from their current site and help to create an IA 2.0 for a new sub-brand transactional banking system.
Current Website Userflow
Proposed IA
Design Exploration
Once the go ahead was given on the first iteration of the IA, wireframes as well as the dashboard options were drawn up for the stakeholder, in order to give them a better idea of how the IA comes to life.
High fidelity wireframes
The high fidelity screens were a bit of a tricky one as client also had an advertising agency creating the corporate identity for its sub-brand. From a branding perspective the CI was built for marketing campaigns and didn’t pull through effectively on digital.
Pre Login
Post Login
What I learnt from this project
Time was not our friend on this project, and the many barriers I faced were challenging, client was insistent on a desktop approach rather than mobile first and this caused many problems for the design later down the line for responsive. I think to get the stakeholder to understand that an ad agency is not UI/UX was a struggle as there was a lot of push back to work in cohesion.