About The Project
Constellation Digital Services is a digital banking services delivery platform for credit unions. After successfully getting some of their credit union client’s fully converted to the platform—it was time to refresh their user experience and visual design. The design needed to be flexible enough to still allow the credit unions to apply their own theming using the platform’s tools while remaining clean and easy to use to the credit union’s customers.
Needs and Problems
Previous Home Screen
Account cards took up too much space on both desktop and mobile.
They were unaware they could swipe to view more account cards on mobile.
The alerts took up too much main real estate on the page
All the different sections on the page felt disjointed and not visually appealing.
Previous Account Details Page
Users were unable to find the account’s details on mobile because it is hidden behind a swipe down action that was a not common user experience.
The name of the account was on the page twice for no real reason.
The image took up prime real estate for the page with no value.
Switching accounts on this page was difficult for user’s to understand.
Process
Some initial competitive analyses.
An first round of mockups with notes of feedback from Credit Union Leadership teams.
A few component options presented to Credit Unions to solicit feedback and help make final decisions.
Solutions
Home Screen Solution
Account Details Screens Solution