B2C Retail Banking RWD & UX

Leading a UX team to research and design a banking experience, establishing UX best practice and processes.

B2C Retail Banking RWD & UX

Leading a UX team to research and design a banking experience, establishing UX best practice and processes.

✅ Formative research ✅ Figma prototypes ✅ Design strategy ✅ Leadership
Challenge
A leading retail bank needed to digitally migrate and re-register an existing customer segment while also onboarding prospective customers, with a specific emphasis on inclusiveness and diversity.
32%

Increase in NPS, avg.
66%

User Satisfaction metric




Migrating existing customer segments from paper-based processes to a digital-first model, not easy

We learned
Researching the latest FCA regulatory guidelines along with the client's vulnerable customers manifesto, we arrived at some solid UX principles quickly.




UX principles needs to be consumable, and enforceable





Vulnerable customers deserve good UX, too

Given the small UX squad needed to execute up to x10 epic-sized features per sprint, I devised a strategy using stateful Figma variants to increase our wireframe production speed.



Stateful components mean the team can move faster while producing consistent patterns

I also created responsive templates for device views and content briefing the squad so that they could keep pace, yet still put the time into thinking about the experience itself.




Leading, by creating designer-tools for the squad


Helpful banking means humanised banking

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