“Simplify the current experience”

The first image shows our previous online banking experience. I tracked a large number of “rage clicks” for the accounts on the page. This was because the click area was limited to just the name link of the account.

In the second image is the experience that I re-designed. I updated the account cards so that there would be a much larger clickable area for users. I was also able to pitch and achieve several other clutter reducing initiatives, such as removing the secondary balance and updating menus.

“How can we make this tailored to each user?”

When goals are set to add customization to the product, I often pitch that what we actually need is personalization. Rather than allowing users to customize and manage their experiences, that the product simply does it for them whenever possible. Sometimes using machine learning or AI, or other times simply making the interface more dynamic to meet their needs.

Here is an example of how I was able to achieve a bit of personalization with relatively low back-end development. I determined that we could make our home page more tailored for customers based on how many bank accounts they had. I researched our most common use cases and came up with three user groups: 1 account, 2-9 accounts, and 10+ accounts.

“How can we best utilize new technologies?”

In my work, I both use AI and also design product solutions that utilize the technology. For the most part, I tend to stick to using AI features that are embedded in the applications I already use, such as Figma’s generative features.

In these projects to the right, I designed a generative AI search bar for our banking admin software, as well as a financial tool for our consumer online banking solution.

“We want to build it from scratch. No one else has our product!”

“Do we have all error states and edge cases defined?”

“It needs to be flashy. Let’s add some visual appeal”