Success Stories

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

We made the online banking experience simple and intuitive for customers to complete tasks digitally, have confidence in the application, and meet and 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  • Redesigned the user interface, aesthetic design and workflows for an outdated online banking application