Banking Platform

Retail Banking • Tablet UX • Inclusive Design

Overview

A tablet-first retail banking platform designed for the North American market, enabling customers to manage accounts, payments, transfers, and everyday banking services through a secure and intuitive experience.

As the Lead Experience Designer, I led the design of key product journeys, collaborating closely with cross-functional teams to simplify complex banking workflows. The focus was on creating an experience that was accessible, intuitive, and trustworthy for a diverse customer base, including older adults with varying levels of digital confidence.

Complex Financial Workflows

Banking tasks such as transfers, bill payments, and account management involved multiple steps, making everyday actions feel unnecessarily complex.

Designing for an Aging User Base

The platform served users with varying levels of digital confidence, requiring interfaces that prioritized clarity, accessibility, and confidence over visual complexity.

Balancing Simplicity with Security

Financial products demand strong security without overwhelming users. The challenge was making essential safeguards feel intuitive rather than intrusive.

Clarity over Complexity

Financial decisions should never compete with confusing interfaces.

Accessibility by Design

Interactions, typography, and layouts were designed to support users across different levels of digital confidence.

Confidence through Consistency

Predictable patterns and clear feedback helped users complete critical banking tasks with greater trust.

The platform primarily served older adults across North America, making accessibility and clarity central to every design decision. Typography, interaction patterns, and navigation were intentionally designed to reduce cognitive load while maintaining the trust expected from a financial product.