L o a d i n g

Project:


Client Onboarding and Lifecycle Management



Product

ICOS/2 Onboarding & Client Lifecycle Management - a platform for banks to onboard and manage customers: new account openings, data and document collection, KYC checks

Team

  • development team
  • product owner
  • project manager
  • business analyst


My role

Product (UI/UX) designer

My responsibilities

  • user research & requirements documentation
  • usability improvements
  • accessibility evaluation and recommendations
  • UI improvements
  • component library
  • quality assurance testing
  • developer’s task mangement
  • working with a client to customise UI

1

USER RESEARCH

The focus group is mainly bank employees whose main task is onboarding new clients, but the application also has client facing parts.

The vanilla product was built based on the experience and knowledge of previous bank employees. Since every bank works a bit differently, it’s more important to do user research when customizing the product for a specific client.

I still tried to put together a generic process flow to help the internal team understand the main functionalities of the application.

2

SMALLER UI IMPROVEMENTS AND BIG FUTURE PRODUCT VISION

While trying to improve the usability of the applications with smaller, easy to implement changes, I was also asked to work together with the product owner and project manager to work on a future vision of the product. We created Balsamiq wireframes together and I also worked on a new look and feel with new functionalities.




3

BRANDING, UI

The vanilla product was built based on the experience and knowledge of previous bank employees. Since every bank works a bit differently, it’s more important to do user research when customizing the product for a specific client.

I also started to put together a component library for the front-end team to help them speed up the development process.

4

WORKING WITH A CLIENT TO CUSTOMISE PRODUCT

One of the major UK banks bought the Capturing Client module (web application to onboard new clients) and I had to work with them to document and clarify the requirements and customise the look based on their design system. This was done through regular review meetings, JIRA tickets, Balsamiq wireframes and a high fidelity clickable Axure prototype.

Accessibilty and quality assurance

I was also tasked to do accessibilty testing on the current application and make sure that the new interface based on the component library meets accessibility standards. To achieve this I gave my recommendations to the development team. I also did the final quality assurance testing and reviews on the production code.

Open Accessibility Testing and Recommendations