how do you

enhance the banking experience for 2 million people

My Role
  • Project Lead
  • UX Design
  • Visual Design
  • Client Relations
Team
  • 2 Project Leads
  • 8 designers
  • 2 client liaisons
  • Development team
  • 2 UX Researchers

Our client, a leading direct bank in Canada, wanted to revolutionize everyday banking. They wanted to  empower Canadians to make informed financial decisions and achieve their banking goals. We collaborated with them for many years and during my time there we focused on building a robust, flexible, and comprehensive design system for their web and app platforms. 

How do you evolve a design system?

With the help of UX Researchers who conducted interviews and our team of designers participating in RITE testing we expanded guidelines for implementing new features, products, and components within the design system to enhance collaboration and scalability.

A crucial element to the team was working across borders, with the US and Canada based design teams working together to sustain design quality. This was accomplished using paired design sessions and discussions, working hand in hand with development, and establishing a process for adding to and modifying the design system .

The client faced the challenge of evolving its platforms by introducing new digital banking features while elevating their brand and standing out in the banking industry. We were tasked with creating a cohesive design system to streamline product development and foster innovation.

Our challenge was to transform the client’s offerings into a user-friendly ecosystem to help Canadians make smart financial decisions. The outcome was a comprehensive design system and roadmap for launching features, featuring a suite of tools, a refreshed brand, responsive website, and new mobile app.

Our challenge was to transform the client’s offerings into a user-friendly ecosystem to help Canadians make smart financial decisions. The outcome was a comprehensive design system and roadmap for launching features, featuring a suite of tools, a refreshed brand, responsive website, and new mobile app.

We worked with over 150 team members, both internally and client side, to guarantee the success of this project.

Our work extended from icons and typography to navigation, modals, charts, and tables, creating a modern, simplified banking experience. We generated 48 features, 1,600 screen designs, and a suite of personalized  financial and budgeting tools to empower clients to make the best financial decisions for their goals. 

As a result of our efforts we saw a 50% increase in new clients and an increase in products on-boarded. The client was also rated, according to J.D. Power, with the highest overall in client satisfaction for mid-sized banks and the 2nd highest satisfaction rate for mobile apps. The impact was far reaching with online banking re-imagined for 2.2 million people.

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