Improve Adoption and Client Satisfaction
Corporate banking accounted for a significant portion of the bank’s revenue, but the mobile experience had not kept pace with modern banking products. Over time, multiple vendors and patterns created an inconsistent experience, making banking tasks harder than they needed to be.
More Than A Redesign
Owned the redesign of corporate mobile banking
Unified PMs and bankers to define use cases and priorities
Created the first mobile design system
Impact
15% Increase in Mobile Adoption
Established a Shared Direction for Mobile Banking
The Problem Went Beyond Visual Design
The mobile experience was dated, but appearance wasn’t the issue. Clients often had to take multiple steps before reaching the information they wanted.
We Needed Direction Before Design
At the start of the project, I began designing and realized there wasn’t a shared understanding of where to start. To establish direction, I facilitated a workshop with bankers who worked directly with clients every day. They helped identify what mattered most, and I created the first prioritization framework and delivery timeline.
A Simpler Banking Experience
The prioritization framework established a clear direction for the redesign, focusing on the information and actions clients relied on most. The result made it easier to access account information, surface tasks requiring attention, and complete tasks with less effort.