Product Design

Banking Journey Redesign

My Role
Manager UX UI Design
Timeline
Jun 2021 - Aug 2022
CASE STUDY

Webster Bank

Streamlining multiple product banking flows for enhanced user convenience and efficiency.

Our challenge

Account opening rates were low, necessitating the creation of new digital journeys and an update of a vendor's out-of-the-box solution.

How might we improve the design interface and experience to provide customers with a seamless, easy-to-follow journey?

Seemingly straightforward, yet ambitiously bold.

Project goals

In our pursuit of an exceptional user experience, we embark on a journey to revamp the banking interface and refine the flow. Our objectives encompass enhancing user satisfaction and efficiency, ensuring seamless transactions, and modernizing the overall banking experience for our valued customers.

  • Goal #1: Increase account openings for small business deposits for the bank.
  • Goal #2: Give a more contemporary and relevant user experience.
  • Goal #3: Use more intuitive, user-friendly, and efficient elements.

Getting orientated

The project commenced with a thorough assessment of the vendor's design capabilities and an evaluation of their existing solution's limitations.

Sample original vendor prototypes

Customization and redesign

Based on the product team and the vendor's capabilities, I worked on customizing the existing solution to align it with the bank's branding and improve usability. Redesigned user interfaces and workflows were proposed and iterated upon.

Building a successful funding integration

In a strategic move to expand their financial services offerings, the bank entered into a collaborative partnership with a third-party vendor specializing in funding integration solutions. This collaboration streamlined the integration process, enabling seamless fund transfers, deposits, and payment functionalities for the bank's customers while leveraging the vendor's expertise in financial technology.

Playing within the lines

Component creation and updates

New ideas and flow requirements resulted in evolving our design system with new components, icons, and other design elements. Below are some samples of updates I worked on.

Final Thoughts

Beautiful new journeys and lessons learned

Overall, the project was a big success resulting in an increase in account openings and revenue for the bank, along with informed updates to other digitals products, and evolving our Design System.

In hindsight, I learned that the dev team can take considerable time and additional sprints to implement design and for next time I would inquire about any development limitations prior to wiring.