Bank App Redesign

Individual project. Redesigned app.

This is a redesign of an existing bank app, for which I have created a faux name and visual identity for this project. An overall smaller project, the purpose of the endeavor was to practice using and applying various research methodologies in UX design.

Case Study

Table of Contents

 

1. PROCESS

The Problem

  • Summary

Experience Audit

  • 5 E's Map

  • Business Model Canvas

  • Stakeholder Map

  • 2 User Journeys

Strategy

  • Brand Expression Map

  • Brand ID Map

  • Value Statements

Summary

  • What I learned

2. SOLUTION

Branding

The App Walkthrough

  • Home Screen

  • All screens

3. REFLECTION

What I Learned

Next Steps

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Final Thoughts

​​

01. Process

Identify the problem and do the research.

 

PROCESS

the problem

I began this project simply because I wanted to practice user experience design methods. I started by identifying a real problem area that I was already rather familiar with; a bank app that I use frequently is incredibly difficult to use and seems to be the driving force to me moving away from the bank entirely. As this was a school project and was not in any way created with any input or partnership from or with the real bank, I created a faux name and visual brand identity in place of the real bank name: Salvoy Bank.

PROCESS

experience audit

The first thing I needed to do was figure out the root cause of the problem here. My assumption is that the problems stem from the app itself, but I wanted to back up and look at the big picture. In doing so, I could identify problems that may feed into the app. 

5 E's Map

The 5 E’s empathy mapping exercise is a form of user journey mapping that includes all the senses throughout the chosen process, which is generally large-scale and relatively high-level to include a broader scope of the business itself. The purpose is to identify any holes in the process of the core functions within the business.

Business Model Canvas

A business model canvas helps the designer an opportunity to align with the business partners of a project. This ensures that the ideas proposed by the designer are viable with the company as it stands today. It also helps the designer identify potential opportunities.

Stakeholder & Value Map

A stakeholder map identifies who is involved in the project/company while the value map identifies what is important to them (what they value). It can help with the quest to glean a better understanding of the bigger picture and identify holes in the experience.

User Journeys

User journeys identify problem areas within a specific task. For this project, user journeys were used to summarize target audience members from different segments of target market and apply to a common task and see what happens, as the company stands today.

PROCESS

strategy

Now that I had a better idea of the bigger picture, I tried my hand at a few service design exercises in an effort to design a better experience. 

Brand Expression Map

There are a wide number of banks available out there so it is important to find ways to differentiate Salvoy from the rest. Terminology can often be an endearing way to do so.

Brand ID Map

A brand identity map helps personify the new direction which the brand is proposed to take through first-person statements. This can help the designer bridge the gap between them and the "business folks."

Value Statements

Value propositions help to promote the brand in a way that reaches target customers. For Salvoy, I used two separate formulas.

PROCESS

summary

Certainly, the lack of remote tools available for banking is a major turn-off for customers of Salvoy Bank. It is common in situations like this to have loyal customers overlook these issues, but Salvoy has failed to build a relationship with their customers. By making the small chances proposed in the strategy section above, that relationship can be built. Furthermore, however, the real problem must be solved. The app must still needed to be redesigned to be both more friendly and more useful.

 
 
 
 

02. Solution

Identify the problem and do the research.

 

SOLUTION

walkthrough

While most of the screens are rather self-explanatory, I'd like to discuss the home screen a little more in-depth as that is where the majority of the research ended up playing out. Please scroll down to see all the screens. 

Home Screen

The purpose of the home screen is to give an overview of what is most important in the app. Account balances are a given, as that is a solid staple of bank app home screens. However, I also chose to include recent transactions (see left screen) as I felt it to be a great way to work towards preventing fraud/stolen card information issues. People don't generally look at this information regularly, but it's vital to stay vigilant, so I made it front and center on the home screen in hopes of drawing attention to it.

home screen

Another great feature within this app is the fact that you can keep records on your pets. While rudimentary right now, this is an incredibly useful feature to keep track of vet records, notes, and other important documents to look back on.

Adding a new PDF will be done by using the built-in camera on your phone as a scanner. 

Another very important aspect of the home screen is a quick view of your savings goals and your spending habits (see right screen). This can be a great way to motivate the user and also to encourage them to use the app more.

 
 

03. Reflection

What I learned and next steps.

 

REFLECTION

what I learned

 

The whole purpose of this project was to practice using research methods to solve a real problem. I learned a lot about what it means to research and the best ways to get the best and most useful information. Because this was a class project completed in only a short window of time, I think I worked faster than I could process what I was doing. As a result, I know there were countless decisions made while I created the app, but it's difficult for me to put them into words to explain to stakeholders (or to you, who is reading this now). If I could do it again, I would go a lot slower and take notes along the way. Sometimes, I work so quickly that I forget that the end goal for a project is to pitch it. Definitely a newbie error.

REFLECTION

what's next

 
  • Go back and tie the research to the final solution with words, not just visuals that rely on stakeholders to interpret the meaning of.

  • Create moving visuals to aid with the presentation via After Effects.

  • User testing, fix, user test, fix... stop when happy with the project.

REFLECTION

final thoughts

 

In the end, I feel I learned quite a bit as a new designer with this project. I now have a far better understanding of not only which research is prevalent to which project, but how to get the best information using those research methods.

Leigh Fields