What?
Online banking UX and UI from scratch.
Client
Client from Curaçao extends their business from pension fund to bank services.
For whom?
Existing clients of the pension fund and new customers.
My contributions
As a Product Designer, I joined the team after the branding was done and built the important work pages from scratch. I took the web app through all stages of the UX design process and made it ready for developers build. I created both mobile and web versions of each page. Auditioned, refined and redefined their 3rd-party SME for better usability.
ACT 1 - DEFINITION
Branding
The branding was defined by the team, so the rest was to built the bank interface with existing UI kit
Library
For the comfortable use and share between designers and developers the UI-kit was organised in a component library
Structure
For the start we decided to begin with a simple structure and some basic bank functions
*CASA - Current Account, Service Account
**SME - here: 3rd party administrative app that manages bank UI
ACT 2 - DESIGN
Home page
Home page is designed to show the most important information at a glance: balance, accounts, notification and navigation
Messages
I had to create a messaging system from scratch to let clients being able to chat with the customer service
Mobile screens for Messages functionality
Savings
System messages design to inform clients about events within their account
As simple as possible
The goal was to let open a Savings account fast and straightforward, but also serve all necessary checkmarks for the financial requirements
Starting page call for creating a Saving task (“Saving task” was a working name for the specific Saving accounts).
Tips and articles for the clients that help them make a decision to open a Savings account included below.
Opening a Saving Account leads to a path divided into short digestible steps. The first one is to select a type of a Saving Account.
Each type of a Saving account has a brief description and tips with advantages.
Creating a Saving Account leads to a form that can be cancelled any moment.
Only a few items are displayed first.
Recurring payment amount depends on Goal amount and Month period.
Still, the client can change this number, but the Month period will change accordingly.
Overview before confirmation.
Clear confirmation and a button to proceed
The client can see the details their newly-made Saving Account, make actions and proceed elsewhere at the web-site
Notifications
System messages design to inform clients about events within their account
Mobile screens for Notifications functionality
Screen of the Notification panel and an opened notification
All supportive screens (errors, intermediate states, etc.) were created too
SME
Our client purchased a 3rd-party application to support and manage the admin part of the bank.
Flow analysis of the part of the SME
Our client purchased a 3rd-party application to support and manage the admin part of the bank.
Me and my colleague were asked by the client to analyse the user flow to see if it’s viable.
The SME had logical gaps and too complex interface.
The analysis has also revealed that changing it would take too much time and the client doesn’t have the resources to change it. So we just updated the UI with our UI kit for APC Bank.
SME had 4 main sections:
Signatory groups
Manage approvals
User management
Bulk payment
Flow analysis of the part of the SME


























