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UX/UI Overhaul for a Banking App

Project Type

App Redesign

Location

San Francisco, CA

Project type

UX/UI Overhaul

Date

March 2022

Role

Project Lead and Product Manager

Spearheaded a transformative UX/UI overhaul for a leading banking app, dramatically enhancing user experience and future-proofing its design. Our innovative approach led to a 45% decrease in customer inquiries, a 33% uptick in new users, and a double in funded accounts. Discover how strategic design and agile leadership are shaping the future of finance.

Project Overview

In a dynamic effort to future-proof and enhance user experience, this project focused on a comprehensive UX/UI overhaul of a banking application. The primary challenge was to reimagine the banking dashboard, initially not designed with extensibility in mind, to accommodate anticipated features and improve overall usability. A pivotal aspect of this transformation was the development and implementation of a robust design system, coupled with the introduction of a user-friendly, persistent bottom slide-out menu across all screens.

My Role

As the Lead Product Manager and Scrum Master, I spearheaded the project, guiding a talented team through the intricacies of design and development. My responsibilities extended beyond project leadership; I represented the product team within the design system group—a collaborative effort among designers, developers, and the marketing team—to ensure a cohesive and effective design strategy that served both the banking app and the upcoming version of our flagship product.

Technologies and Tools Used

Leveraging cutting-edge tools and technologies was crucial to our success. The project employed Figma for design, focused on cross-platform compatibility with iOS, Android, and React Web, and utilized JavaScript for implementation. Miro facilitated our collaborative planning and design thinking processes, enabling a seamless, integrated approach to product development.

Challenges Overcome

The primary hurdle was synchronizing the UX/UI overhaul with the major release of the second version of our flagship product. The design system was critical, requiring a delicate balance to serve both projects without compromise. Through strategic planning, adaptability, and close collaboration across teams, we successfully navigated these challenges, ensuring a cohesive user experience across our product suite.

Results & Impact

The project's success was evident in its immediate and significant impact:

* A 45% reduction in basic banking queries to our customer success team, indicating a clearer, more intuitive user interface.
* A 33% increase in new customers for the flagship product, highlighting the appeal of the redesigned experience.
* A remarkable 200% increase in funded accounts, demonstrating the effectiveness of the new design in encouraging user engagement and financial activity.

This overhaul not only revitalized our banking app but also set a new standard for user experience in financial applications, proving the value of thoughtful design and strategic implementation in driving business success.