Bank of the West: Internal Money Movement

Bank of the West

Meet the Team:

Team of 6 UX Designers and 2 UX Researchers

My Role:

Contract Senior UX and UI Designer

Lead Money Movement and internal transfer of the reactive native mobile application, customer facing

The Research

Monitor Testing and results

To address this issue, I conducted monitored testing with Bank of the West target market users on the money movement portion of the app. The testing revealed that users were falling off in the account overview page, with the icons being confusing and not clearly indicating the transfer options available. Based on these findings, I implemented design changes to simplify the icons and make the transfer options more prominent, resulting in a more intuitive and user-friendly experience for users.

Design

Userflow

To further enhance the user experience for the money movement portion of the app, I created a user flow and UI architecture that streamlined the transfer process and made it more intuitive for users. The user flow outlined the steps required for users to complete a transfer, while the UI architecture focused on creating a clear and consistent visual language throughout the transfer process. This resulted in a smoother and more seamless transfer experience for users, reducing confusion and increasing user engagement with the app.

UI Design

Before and After

cleaning up the card sizing to optimize the design for various screen sizes. I also updated the icons to reflect the Bank of the Wests new branding, making them more visually appealing and easier to understand.

To further enhance the usability of the app, I added descriptive text paired with the icons and headings, as users expressed a strong desire for further details. Additionally,

I developed new UX writing for each money movement option related to Payments, which was validated through a tree test conducted with the app's target market users.

Testing

Testing methods used for this process included monitored testing of both the before and after design to validate design decisions.

Tree testing was also conducted to validate word choice with target market.

Results

As a result of the testing efforts and design improvements, there was a significant reduction in user confusion and an overall improvement in user engagement with the app. To further enhance the design consistency and efficiency, I collaborated closely with the development team to streamline the React Native library, resulting in a cleaner and more consistent design throughout the application. This collaborative effort helped to improve the overall user experience and further validated the importance of a user-centered approach to design.