Revamping Banking Experiences:

The UX Journey Retail and Corporate Banking Experience

Summary

The project aims to Revamp the user experience (UX) of the internet banking system for an IOB bank. The goal is to meet the bank’s requirements and enhance the overall customer experience.

As my project is under NDA, so please reach out to me personally if you have any questions regarding my work.

Role: UX designer

Duration: 8 Months, March - November 2023

Team members: Yashvi Modh, Annie Roma Baa, Muskan Bachuka, Roshan Paul, Reet Kaur

Tools : Figma, Adobe photoshop, Adobe Illustrator

Design Process

Project Overview

Understanding the Challenge

Research and Discovery

User Research

Stakeholder Workshops

Competitive Analysis:

Design Strategy

Crafting the Vision-Ideation & Concept

Wireframing & Prototyping:

Empowering Retail & Corporate Banking Dashboard

Dashboard Features

User Flow:

Conclusion

Reflecting on the Journey

Project Overview

Scope:

Improve the intranet portal’s usability for both retail and corporate banking users.
Streamline workflows to enhance efficiency and user satisfaction.

Goals:

Simplify navigation and improve usability.
Ensure consistency and intuitive design across the portal.
Boost efficiency and satisfaction for both retail and corporate users.

Objectives

Enhance User Experience:

Improve the overall usability and accessibility of the internet banking system to provide a seamless experience for all users, including those with disabilities.

Modernize Interface:

Update the design to be more visually appealing and align with current design trends while maintaining the bank’s brand identity.

Incorporate New Features:

Integrate new functionalities based on customer feedback and emerging banking trends.

Optimize Performance:

Ensure the system is fast, responsive, and reliable across various devices and platforms.

"To emerge as the preferred bank - connecting generations with
high standards of ethics and governance."

-Our goal and guiding principles

Below are the Screens of the Current banking system of IOB - Retail and corporate

Retail Dashboard

Pre-Login Screen

Customer perception

Given IOB's 29 million customers, understanding customer's perceptions is crucial to bridging the gap between the vision and the current product experience.

UX Study

Prioritise the information (Rank them)
Study the current IOB pre login page
Understand the competitors and analysis
Work on the different needs (Merge options)
Make box layout (for fast ideation)
Think about the different interactions from the user’s perspective