Reimagining the User Experience for a Top 10 US Bank

challenge

Tailoring Solutions for a Diverse User Base

A top 10 US bank recognized the need to improve the user experience within their Corporate & Investment Bank’s operations. They lacked a clear definition of their diverse user base and struggled to design intuitive interfaces and experiences that met the specific needs of different user groups. This resulted in inefficient workflows and suboptimal user satisfaction, leading employees to seek out information from multiple sources and individuals. They wanted to create a single source of truth that would drive user adoption.

solution

Redefining User Experiences Through Persona-Centric Design

Our Ideation and Design Thinking process provided the bank with valuable insights into their user base and actionable designs for improved interfaces. We helped them:

Identify and analyze distinct user personas within their Corporate & Investment Bank
Gain insights into the goals, pain points and efficiency needs of each persona
Develop user interface designs that address the specific requirements of each user group
Create high-fidelity mock-ups to test and refine the user experience before full implementation

results

Driving Efficiency and User Adoption

The implementation of persona-driven insights and user-centric designs delivered significant improvements for the bank:

Increased Operational Efficiency: By tailoring interfaces to meet the needs of different user groups, workflows became streamlined, reducing time spent searching for information and increasing overall productivity.
Enhanced User Adoption: The intuitive and well-aligned designs boosted user satisfaction and engagement, driving widespread adoption of the new systems across CIB operations.
Unified Information Access: The creation of a single source of truth eliminated information silos, fostering collaboration and decision-making within the organization.

This transformation highlights how understanding the unique needs of diverse user groups can unlock significant value for financial institutions. By partnering with us, the bank not only reimagined their user experience but also established a scalable framework for future innovation in their operations.

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Reimagining the User Experience for a Top 10 US Bank

Tailoring Solutions for a Diverse User Base

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