Investor Centre Re-Design

MONEYME needed a comprehensive redesign of their Investor Centre. The previous version lacked effective UX/UI design, causing navigation difficulties and less-than-optimal user satisfaction. My objective was to deliver a user-friendly dashboard redesign, applying key UX, UI, and web design optimisation principles.

Discovery and Research

I started by conducting an audit of the existing Investor portal, identifying its key flaws. I discovered that users found the portal difficult to navigate, not intuitively designed, and poorly optimised for mobile use.

User Experience (UX) Design

Informed by the research, I focused on enhancing the portal's information architecture and navigation. The decision to employ a left-hand side panel for the dashboard was based on research indicating that this layout helps users locate and switch between different sections more efficiently (Nielsen Norman Group, 2014). The layout also proved to be popular with the usability testing performed after the wireframe stage.

User Interface (UI) Design

I aimed to create a consistent, intuitive, and visually appealing interface. I used a consistent colour scheme and typography that aligned with MONEYME's brand, and ensured that interactive elements followed established design patterns for ease of use.

Wireframes and Hi-Fi Designs

I then created wireframes for the new dashboard design, detailing the layout and interactions. These wireframes were transformed into high-fidelity designs, incorporating the visual design elements.

Wireframes

Hi-fi designs

Prototype

The prototype allowed me to simulate the user experience and gather initial user feedback. The feedback then led to some design iterations, improving the overall user experience of the Investor portal. The prototype also allowed the developers to see the functionality of the site as well as interactions.

Web Design Optimisation

To ensure optimal performance across devices, I employed web design optimisation principles such as responsive design and image optimisation. This ensured that the Investor portal was not only visually appealing and user-friendly but also fast-loading and well-optimised for mobile use.

Conclusion

By applying UX, UI, and web design optimisation principles, I successfully redesigned MONEYME's Investor portal into an intuitive, user-friendly, and well-optimised platform. This project demonstrated the value of user-centred design in creating digital experiences that not only meet but exceed user expectations.

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Discovery and Research

In the initial phase, the team conducted stakeholder interviews, competitive analysis, and user research to gather insights into users' needs and expectations for a banking app. We identified key user personas and their goals, which guided my design process.

Ideation and User Stories

We translated our research findings into user stories, which helped us prioritise features and functionalities for the app. Collaboratively, the team brainstormed potential solutions for each user story, focusing on the most critical ones for the MVP.

Visual Design and UI Principles

In parallel with UX activities, I began working on the visual design for the app, taking into consideration key UI principles such as consistency, hierarchy, and accessibility. I created a design system that included components such as colour palette, typography system, and iconography set that aligned with SocietyOne's brand identity and enhanced usability within app.

Wireframing, Prototyping, and UI Integration

Based on the prioritised user stories, we created low-fidelity wireframes to visualise the app's structure and layout. From these wireframes I created interactive prototypes, which incorporated the visual design elements and adhered to UI principles. This allowed us to test the app's usability and gather user feedback quickly.

Sprint Planning and Development

We divided the project into several sprints, with each sprint focusing on a specific set of tasks and UI refinements. This iterative approach enabled us to develop and test features quickly, make necessary adjustments, and continuously improve the app's design and functionality.

Usability Testing and Iteration

Throughout the project, we conducted regular usability tests with target users to validate our design decisions and gather feedback. We iteratively refined the app based on the insights gathered from these tests, ensuring that it met users' needs and expectations while also maintaining a visually appealing and consistent interface.

MVP Launch and Continuous Improvement

We launched the MVP of the SocietyOne Banking App, which included essential features such as onboarding, account management, transaction history, and transfers between accounts. Post-launch, we continued to gather user feedback, analyse usage data, and iteratively improve the app based on these insights. This ongoing process included enhancements to both UX and UI aspects of the app.

Conclusion

By using an agile UX framework and incorporating key UI principles, I designed a user-friendly and visually appealing banking app for SocietyOne that met the needs of their customers. The iterative, user-centered approach enabled us to deliver a valuable product quickly, while continuously learning and improving based on user feedback and data-driven insights.

SocietyOne Banking App - UX/UI Case Study

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