A transaction banking portal for a global bank.

Helping users find the perfect cruise with P&O

Helping users find the perfect cruise with P&O

Helping users find the perfect cruise with P&O

Helping users find the perfect cruise with P&O

GLOBAL BANK

Transaction Banking Portal

P&O Cruises website

The complex relationship between a bank and its business customers requires specialised tools and insights. I designed a platform that facilitated the onboarding and maintenance of business customers to a Tier One bank.

RESPONSIBILITIES

Creative Direction, Visual Design, UX, Interaction Design

transactionbanking_hero

Mixing business with pleasure.

Enabling business customers the transparency and tools they require is a challenging task. We designed this transaction banking portal to allow one of Australia's biggest banks to maintain a closer relationship with businesses across the multitude of tasks they face.

Communication is key to these customers, so that was the cornerstone of the proposal. Clear overview of tasks, next steps, progress and requirements means that both the bank and its customers can save time and money.

Final designs

Below is a selection of the final screens. 

Dashboard

3.1-Dashboard-1

Task Detail

Search results - desktop

3.2-Task-Detail

Message Centre

Search results - desktop

3.3.1-Message-Flyout

Implementation Dashboard

Search results - desktop

3.4-Implementation-Dashboard-1

Investments: flows

Search results - desktop

3.5-Implementation-Task-1

Selected Projects

ArVizTIER ONE BANK

P&O Cruises websiteCarnival Australia

Advice Intelligence UI KitAdvice Intelligence

Relationship Authorisation ManagerDigital Transformation Agency