Product Design
Banking Portal Redesign – Omni-Channel Onboarding Experience
The redesigned portal features a clean, modern, and responsive interface that adapts seamlessly across devices like desktop, mobile, tablet, and even smart kiosks.
Year :
2023
Industry :
Banking / Fintech
Client :
UK Based Banking Client
Project Duration :
8 weeks
Problem Statement:
The existing banking portal lacks a unified experience across channels and fails to engage millennial users during onboarding. Key issues include:
Fragmented onboarding across web and mobile
Low engagement and completion rates
Lack of personalization and interactivity
Poor visibility into mortgage and investment options
Proposed Solution :
A unified, gamified onboarding experience that:
Offers consistent UX across all digital touchpoints
Uses gamification to motivate users to complete onboarding steps
Provides personalized product recommendations based on user goals
Integrates interactive tools for mortgage and investment planning
Supports real-time sync between devices for continuity
Challenge Handled :
Omni-Channel Consistency:
Designed a shared design system and component library to ensure visual and functional consistency across platforms.
Gamification Without Overload:
Balanced fun elements (badges, rewards) with professionalism to maintain trust and credibility.Complex Financial Products:
Simplified mortgage and investment flows using guided wizards and visual aids.Security & Compliance:
Ensured all onboarding steps meet UK banking regulations and data protection standards.User Motivation:
Incorporated behavioral nudges and progress indicators to encourage completion.
Summary :
The redesigned UK Based Banking Portal delivers a seamless, engaging, and personalized onboarding experience for millennial users. By combining omni-channel design with gamification, the portal boosts user engagement, simplifies complex financial decisions, and positions the bank as a modern, customer-centric institution.
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Product Design
Banking Portal Redesign – Omni-Channel Onboarding Experience
The redesigned portal features a clean, modern, and responsive interface that adapts seamlessly across devices like desktop, mobile, tablet, and even smart kiosks.
Year :
2023
Industry :
Banking / Fintech
Client :
UK Based Banking Client
Project Duration :
8 weeks
Problem Statement:
The existing banking portal lacks a unified experience across channels and fails to engage millennial users during onboarding. Key issues include:
Fragmented onboarding across web and mobile
Low engagement and completion rates
Lack of personalization and interactivity
Poor visibility into mortgage and investment options
Proposed Solution :
A unified, gamified onboarding experience that:
Offers consistent UX across all digital touchpoints
Uses gamification to motivate users to complete onboarding steps
Provides personalized product recommendations based on user goals
Integrates interactive tools for mortgage and investment planning
Supports real-time sync between devices for continuity
Challenge Handled :
Omni-Channel Consistency:
Designed a shared design system and component library to ensure visual and functional consistency across platforms.
Gamification Without Overload:
Balanced fun elements (badges, rewards) with professionalism to maintain trust and credibility.Complex Financial Products:
Simplified mortgage and investment flows using guided wizards and visual aids.Security & Compliance:
Ensured all onboarding steps meet UK banking regulations and data protection standards.User Motivation:
Incorporated behavioral nudges and progress indicators to encourage completion.
Summary :
The redesigned UK Based Banking Portal delivers a seamless, engaging, and personalized onboarding experience for millennial users. By combining omni-channel design with gamification, the portal boosts user engagement, simplifies complex financial decisions, and positions the bank as a modern, customer-centric institution.
More Projects
New release
Preview
Product Design
Banking Portal Redesign – Omni-Channel Onboarding Experience
The redesigned portal features a clean, modern, and responsive interface that adapts seamlessly across devices like desktop, mobile, tablet, and even smart kiosks.
Year :
2023
Industry :
Banking / Fintech
Client :
UK Based Banking Client
Project Duration :
8 weeks
Problem Statement:
The existing banking portal lacks a unified experience across channels and fails to engage millennial users during onboarding. Key issues include:
Fragmented onboarding across web and mobile
Low engagement and completion rates
Lack of personalization and interactivity
Poor visibility into mortgage and investment options
Proposed Solution :
A unified, gamified onboarding experience that:
Offers consistent UX across all digital touchpoints
Uses gamification to motivate users to complete onboarding steps
Provides personalized product recommendations based on user goals
Integrates interactive tools for mortgage and investment planning
Supports real-time sync between devices for continuity
Challenge Handled :
Omni-Channel Consistency:
Designed a shared design system and component library to ensure visual and functional consistency across platforms.
Gamification Without Overload:
Balanced fun elements (badges, rewards) with professionalism to maintain trust and credibility.Complex Financial Products:
Simplified mortgage and investment flows using guided wizards and visual aids.Security & Compliance:
Ensured all onboarding steps meet UK banking regulations and data protection standards.User Motivation:
Incorporated behavioral nudges and progress indicators to encourage completion.
Summary :
The redesigned UK Based Banking Portal delivers a seamless, engaging, and personalized onboarding experience for millennial users. By combining omni-channel design with gamification, the portal boosts user engagement, simplifies complex financial decisions, and positions the bank as a modern, customer-centric institution.
More Projects
New release
Preview