CBA

The complex relationship between a bank and its business customers requires specialised tools and insights. As part of a discovery exercise I designed a platform that facilitated the onboarding and maintenance of business customers to CBA's Business Banking channel.

RESPONSIBILITIES

Creative Direction, Visual Design, UX, Interaction Design

Mixing business with pleasure.

Enabling business customers the transparency and tools they require is a challenging task. I worked with the client to design 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 would have better transparency across the process - and transparency builds trust.

Mapping the existing experience

I ran multiple workshops with a selection of SMEs and stakeholders to better understand the current experience, the regulatory and compliance touchpoints, and any pain-points for the business or users.

Final designs

Below is a selection of the final screens. 

Dashboard