UI Banking
This was a project where I definitely had to navigate many moving part but I learned a lot; I collaborated with some awesome folks!
Requirements
I was task to enhance the UI Design within the authenticated environment for the home, transactions, statements pages and new features such the pre-autorized debit form.
Process
Throughout this specific project, I had the opportunity to collaborate closely with the UX Designer from the very start of our brainstorming sessions. Together, we identified multiple areas that required improvement and came up with innovative ideas for new features. Additionally, I conducted a comprehensive analysis of our main competitors in the market and examined current trends within the banking sector.
The challenges
The requirements from the business, legal, and development teams were definitely a challenge, as some of the goals interfered with each other. However, understanding the underling motivation of each team helped tremendously in challenging them to ultimately creating the best user-centric interface.
The Competitors
Shown below are some of the competitors we looked at.
Download statements
I was tasked with improving the flow and interface for downloading statements. We consulted with the production team to make sure there were no conflicting components.
Take aways
I personalized the form options to adapt seamlessly to the data at hand, adjusting based on what users chose. This resulted when the spreadsheet option was made exclusive to the current year while the PDF option remained accessible for previous years.
It's all about making things convenient for the user!
Mobile screens
I also made sure all designs were optimized for tablet and mobile devices.
