Case Study

Online Banking System for Premier Wealth Advisory Firm’s Digital Banking Arm

The Challenge

  • Customers and employees were frustrated with the usability and lack of intuitive workflows inherent in the company’s online banking web application
  • Customers were citing lack of a viable digital option as a reason for leaving for other banks

The Goal

Make the online banking experience simple and intuitive for customers to complete tasks digitally (and have confidence in the application), and meet/exceed offerings from competitors in terms of functionality and experience

Our Approach

  • Created proof-of-concept assets to validate designs with customers and internal stakeholders
  • Redesigned the user interface, aesthetic design and workflows for an outdated online banking application

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