Design Process
Discovery Sessions
- Align alert page goals: feedback, data, and business objectives.
- Consider legal/regulatory needs for alerts and comms during design.
- Brainstorm features, customization, and user flows for managing alerts.
UX Case Study
Optimizing Account Insights
Project Overview
Enhancing Account Alert Settings Page for Seamless Custom Account Alerts and Paperless Communications.
Target Audience
The target audience for this project includes current and potential customers of the banking site who utilize online banking services. It caters to individuals who prefer personalized account alerts and paperless communications for convenience, efficiency, and environmental sustainability.
My Role
Lead UX Designer
Tools
Figma, Figjam
Team
Lead UX designer, 1 Senior UX designers, Creative Director, Product Owner and the Engineering Team.
Timeline
4 Weeks
Problem Statement
-
The existing account alert configuration page within the banking platform poses obstacles personalizing contact preferences and custom alert rules.
- Excessive unclear options hamper seamless access to customize notifications via phone and email based on account changes.
- Lack of visible organization around alert content types precludes effective self-service subscriber management.
- Important informations are buried hidden the info icon.
- Lenghty and scrollable page to view the information.
Design Process
Empathize
Conceptualize
Design
Competitor Analysis
- Benchmark account alert settings across banking rivals for design inspiration.
- Uncover competitor UX/UI strengths and gaps for design edge.
- Mine competitor offerings for unique features to enrich alert settings.
Design Process
Empathize
Conceptualize
Design
Wireframing
- Aligned IA to user mental models based on search patterns and expectations around site content and features
- Constructed hierarchical sitemaps defining structure tying together top, secondary and tertiary navigation
- Implemented descriptive page element labeling aligned to users' vocabulary improving findability
Design Process
Empathize
Conceptualize
Design
A/B Testing
- Redesigned account alert settings page with a user-friendly interface, intuitive controls, and clear instructions.
- Introduced inline editing options, allowing users to select specific account activities, transaction types, and notification frequency.
- Reduced the scroll height and designed a scalable designs.
Design Process
Empathize
Conceptualize
Design
Final Designs
- Redesigned account alert settings page with a user-friendly interface, intuitive controls, and clear instructions.
- Introduced inline editing options, allowing users to select specific account activities, transaction types, and notification frequency.
- Reduced the scroll height and designed a scalable designs.
Learnings & Take Away
- User research and feedback are critical for understanding user needs and pain points, ensuring the design aligns with user expectations.
- Collaborative brainstorming and whiteboard sessions help generate innovative ideas and foster a shared understanding among the design team.
- Competitive analysis revealed that 90% of the competing banking websites offered more advanced customization options compared to the current platform.
