Project Overview & Challenges
This project aimed to empower clients with enhanced financial control by revamping the retail and wealth web banking dashboards. The goal was to streamline the user experience, presenting only the most relevant and actionable financial information, ensuring clients could easily manage their finances. Key challenges included addressing an outdated, unengaging interface, ensuring consistency with the mobile app, adapting to evolving requirements, and bridging communication gaps with users to better understand their needs.
While I can't disclose specific details due to confidentiality, I’d be happy to discuss my contributions in more detail during an interview.
Research & Empathy
The research phase focused on understanding user frustrations and expectations through interviews, usability tests, and workshops with banks. Insights from market analysis and previous tests highlighted a strong user demand for a streamlined, clutter-free dashboard that focused on critical financial data. The research formed the foundation for creating an intuitive design that could effectively meet these needs.
Ideation & Design Alignment
During the ideation phase, the team synthesized the research findings to identify key pain points and align design requirements with stakeholders. The focus was on balancing innovative design solutions with consistency, ensuring the redesign felt like a natural extension of the mobile app. The result was a user-centric dashboard that felt both fresh and familiar.
Design Execution & Outcome
The design process began with the retail dashboard, laying the foundation for the subsequent wealth and custom versions. Creative layouts, clear information hierarchies, and engaging interactive elements were introduced to enhance the user experience. Iterative testing and feedback loops helped refine the design, ensuring it addressed user needs while staying true to the mobile app's design language.
Early feedback from follow-up workshops with banking partners revealed improved user engagement and satisfaction. Clients found the dashboard more actionable, with a clearer financial overview.
Reflections & Key Learnings
The project highlighted the power of a user-centered design approach. Overcoming challenges such as dynamic requirements and communication gaps required adaptive strategies and robust feedback loops. Key learnings included the critical need for consistency across platforms to build trust and the value of balancing innovation with usability.
Conclusion
This project demonstrated the transformative impact of a user-centered approach in digital banking. By addressing key user frustrations and aligning design solutions with real-world needs, we delivered a dashboard that not only enhances financial control but also resonates with the audience.
Thank you for reading!
You may also like
01
Paws Welfare Shelter
UX | UI Design
