Designing a Banking Management System: UX for Complex Workflows
Corporate banking employees struggled with disjointed tools, inefficient workflows, and scattered client data, making high-stakes account management cumbersome. The goal was to streamline processes, unify digital tools, and enhance user experience.
Breaking Silos, Enhancing Collaboration
Corporate banking professionals faced fragmented workflows, outdated task management, and limited visibility into client operations. Managing high-stakes corporate accounts required a seamless, transparent, and efficient approach to reduce delays and improve decision-making.
Our mission was - Design an intuitive, scalable, and inclusive solution to streamline workflows and enhance productivity.
Our mission was - Design an intuitive, scalable, and inclusive solution to streamline workflows and enhance productivity.
Expected Impact and Business Value
Disjointed systems, making task delegation and tracking cumbersome.
High dependency on emails for approvals, leading to slow processes.
Lack of prioritization tools, causing missed deadlines and inefficiencies.
Inaccessible interfaces, excluding users with visual impairments.
Expected Impact and Business Value
Disjointed systems, making task delegation and tracking cumbersome.
High dependency on emails for approvals, leading to slow processes.
Lack of prioritization tools, causing missed deadlines and inefficiencies.
Inaccessible interfaces, excluding users with visual impairments.
Key Issues identified
Disjointed systems, making task delegation and tracking cumbersome.
High dependency on emails for approvals, leading to slow processes.
Lack of prioritization tools, causing missed deadlines and inefficiencies.
Inaccessible interfaces, excluding users with visual impairments.
Data-Driven Approach to UX
To create a solution that truly meets users’ needs, we applied service design methodologies to uncover pain points and opportunities.
Expected Impact and Business Value
Conducted in-depth interviews with corporate banking employees to understand workflow challenges.
Developed user personas & service blueprints to visualize pain points across roles.
Analyzed workflow inefficiencies using journey mapping & data-driven insights.
Organized UX workshops to align stakeholders and validate solutions.
Expected Impact and Business Value
Conducted in-depth interviews with corporate banking employees to understand workflow challenges.
Developed user personas & service blueprints to visualize pain points across roles.
Analyzed workflow inefficiencies using journey mapping & data-driven insights.
Organized UX workshops to align stakeholders and validate solutions.
Our UX Research Process
Conducted in-depth interviews with corporate banking employees to understand workflow challenges.
Developed user personas & service blueprints to visualize pain points across roles.
Analyzed workflow inefficiencies using journey mapping & data-driven insights.
Organized UX workshops to align stakeholders and validate solutions.
Example of the interviews with Department Heads
Interviews
Conducted discussions with users to understand their tasks, pain points, and expectations.
Added a final question: Would you like to mention anything important that we didn’t ask? This allowed users to share additional thoughts and concerns that might not have been covered by our predefined questions.
Added a final question: Would you like to mention anything important that we didn’t ask? This allowed users to share additional thoughts and concerns that might not have been covered by our predefined questions.
user personas
60%
of users didn’t understand how to pass verification
Compliance managers spent twice as much time processing transactions because the system required too many manual steps.
60%
of users didn’t understand how to pass verification
30%
of transactions stalled without explanation
30%
of transactions stalled without explanation
60%
of delays in task execution were due to poor visibility and tracking tools.
40%
of employees reported high cognitive load due to complex workflows.
30%
of client interactions required manual approvals via email, slowing decision-making.
Findings That Shaped Our Strategy
From Fragmented Workflows to Seamless Operations
To address inefficiencies and improve task management, we built an integrated enterprise banking workflow solution, focusing on efficiency, visibility, and accessibility.
Client Interface: A Simple and Intuitive Crypto Transaction Process
Designed a structured task delegation system, improving transparency in employee workload distribution.
Implemented a task tracking dashboard with real-time progress indicators, ensuring accountability.
Introduced customizable filtering & sorting options, enabling managers to track tasks based on urgency, deadline, and assignee.
Client Interface: A Simple and Intuitive Crypto Transaction Process
Every verification step is now accompanied by instructions, and the system notifies users in advance of required checks.
The introduction of Whitelisted Wallets allows users to bypass repeated verification for trusted addresses.
Fees are now calculated in real time, rather than appearing unexpectedly at the end of the process.
task management system
Designed a structured task delegation system, improving transparency in employee workload distribution.
Implemented a task tracking dashboard with real-time progress indicators, ensuring accountability.
Introduced customizable filtering & sorting options, enabling managers to track tasks based on urgency, deadline, and assignee.
[Behind the scene]
Understanding the diverse needs of our users required us to distill the findings from interviews, journey mapping, and observations into actionable insights. To ensure that our design decisions were grounded in real-world problems and goals, we structured the data into Job to Be Done (JTBD) cards, Service Scenarios and User Journeys.
Centralized Task Overview
A unified dashboard displaying all assigned, in-progress, and completed tasks.
Real-time Task Prioritization
Tasks categorized by urgency, due date, and status (urgent, expired, in progress), helping teams focus on what matters most.
Advanced Search & Filters
Instant lookup by employee name or ID, reducing time spent navigating large datasets.
Task Archive
A historical record of completed tasks for auditing and performance tracking.
Managerial Insights
A clear view of workload distribution, improving delegation and balancing team efficiency.
Centralized Task Overview
A unified dashboard displaying all assigned, in-progress, and completed tasks.
Real-time Task Prioritization
Tasks categorized by urgency, due date, and status (urgent, expired, in progress), helping teams focus on what matters most.
Advanced Search & Filters
Instant lookup by employee name or ID, reducing time spent navigating large datasets.
Task Archive
A historical record of completed tasks for auditing and performance tracking.
Managerial Insights
A clear view of workload distribution, improving delegation and balancing team efficiency.
Centralized Task Overview
A unified dashboard displaying all assigned, in-progress, and completed tasks.
Real-time Task Prioritization
Tasks categorized by urgency, due date, and status (urgent, expired, in progress), helping teams focus on what matters most.
Advanced Search & Filters
Instant lookup by employee name or ID, reducing time spent navigating large datasets.
Task Archive
A historical record of completed tasks for auditing and performance tracking.
Managerial Insights
A clear view of workload distribution, improving delegation and balancing team efficiency.
Employees task manager - Key Features
60%
of users didn’t understand how to pass verification
Compliance managers spent twice as much time processing transactions because the system required too many manual steps.
30%
faster task completion
35%
fewer overdue tasks
50%
improvement in team efficiency
25%
faster response to critical tasks
30%
faster task completion
35%
fewer overdue tasks
50%
improvement in team efficiency
25%
faster response to critical tasks
Impact & Results
Assigned Tasks: Enhancing Clarity & Prioritization
Task Categorization & Filtering
Sort tasks by deal type, counterparties, deadlines, and employees for precision tracking.
Urgency Labels & Progress Indicators
Clearly highlight urgent tasks and track completion percentages in real-time.
Deadline Management
Display remaining days for task completion, ensuring proactive issue resolution.
Employee-Specific Task View
Managers can monitor individual workloads and reassign tasks when necessary.
Task Archive & Completion Status
Maintain historical records for performance tracking and compliance.
Centralized Task Overview
A unified dashboard displaying all assigned, in-progress, and completed tasks.
Real-time Task Prioritization
Tasks categorized by urgency, due date, and status (urgent, expired, in progress), helping teams focus on what matters most.
Advanced Search & Filters
Instant lookup by employee name or ID, reducing time spent navigating large datasets.
Task Archive
A historical record of completed tasks for auditing and performance tracking.
Managerial Insights
A clear view of workload distribution, improving delegation and balancing team efficiency.
Task Categorization & Filtering
Sort tasks by deal type, counterparties, deadlines, and employees for precision tracking.
Urgency Labels & Progress Indicators
Clearly highlight urgent tasks and track completion percentages in real-time.
Deadline Management
Display remaining days for task completion, ensuring proactive issue resolution.
Employee-Specific Task View
Managers can monitor individual workloads and reassign tasks when necessary.
Task Archive & Completion Status
Maintain historical records for performance tracking and compliance.
60%
of users didn’t understand how to pass verification
Compliance managers spent twice as much time processing transactions because the system required too many manual steps.
30%
faster task completion
35%
fewer overdue tasks
50%
improvement in team efficiency
25%
faster response to critical tasks
40%
reduction in overdue tasks
30%
faster task reassignment
20%
boost in task completion efficiency
Improved accountability & workload balancing
Impact & Results
Deal Request Management: Structuring & Automating Approval Workflows
Centralized Deal Overview
Displays key deal details, borrower information, amount, and segment, ensuring quick access to critical data.
Task Execution Tracking
Divides tasks into Mandatory & Discretionary Requests, improving prioritization.
Progress Indicators
Real-time tracking of security checks, risk assessments, and legal reviews for transparency.
Structured Action Steps
Clear instructions guide users through request generation and submission.
Multi-Stage Completion Options
Users can Save as Draft, Reject, or Complete, allowing for flexible execution.
Centralized Task Overview
A unified dashboard displaying all assigned, in-progress, and completed tasks.
Real-time Task Prioritization
Tasks categorized by urgency, due date, and status (urgent, expired, in progress), helping teams focus on what matters most.
Advanced Search & Filters
Instant lookup by employee name or ID, reducing time spent navigating large datasets.
Task Archive
A historical record of completed tasks for auditing and performance tracking.
Managerial Insights
A clear view of workload distribution, improving delegation and balancing team efficiency.
Centralized Deal Overview
Displays key deal details, borrower information, amount, and segment, ensuring quick access to critical data.
Task Execution Tracking
Divides tasks into Mandatory & Discretionary Requests, improving prioritization.
Progress Indicators
Real-time tracking of security checks, risk assessments, and legal reviews for transparency.
Structured Action Steps
Clear instructions guide users through request generation and submission.
Multi-Stage Completion Options
Users can Save as Draft, Reject, or Complete, allowing for flexible execution.
60%
of users didn’t understand how to pass verification
Compliance managers spent twice as much time processing transactions because the system required too many manual steps.
30%
faster task completion
35%
fewer overdue tasks
50%
improvement in team efficiency
25%
faster response to critical tasks
50%
reduction in manual processing time
30%
increase in compliance accuracy
40%
faster approvals
Higher task completion rate
Impact & Results
Deal Review & Verification: Ensuring Accuracy & Compliance
Structured Deal Overview
Displays key financial details, borrower data, and sales method, ensuring transparency.
Role-Based Verification
Clearly assigns responsibilities to lead deal managers, supervisors, and credit inspectors.
Data Accuracy Alerts
Flags potential errors, allowing for immediate data correction requests.
Deadline Management
Highlights time-sensitive deals to ensure timely approvals.
Action-Oriented Controls
Users can Save as Draft, Reject, or Complete, allowing for flexible execution.
Structured Deal Overview
Displays key financial details, borrower data, and sales method, ensuring transparency.
Role-Based Verification
Clearly assigns responsibilities to lead deal managers, supervisors, and credit inspectors.
Data Accuracy Alerts
Flags potential errors, allowing for immediate data correction requests.
Deadline Management
Highlights time-sensitive deals to ensure timely approvals.
Action-Oriented Controls
Users can Save as Draft, Reject, or Complete, allowing for flexible execution.
Centralized Deal Overview
Displays key deal details, borrower information, amount, and segment, ensuring quick access to critical data.
Task Execution Tracking
Divides tasks into Mandatory & Discretionary Requests, improving prioritization.
Progress Indicators
Real-time tracking of security checks, risk assessments, and legal reviews for transparency.
Structured Action Steps
Clear instructions guide users through request generation and submission.
Multi-Stage Completion Options
Users can Save as Draft, Reject, or Complete, allowing for flexible execution.
60%
of users didn’t understand how to pass verification
Compliance managers spent twice as much time processing transactions because the system required too many manual steps.
30%
faster task completion
35%
fewer overdue tasks
50%
improvement in team efficiency
25%
faster response to critical tasks
45%
faster deal verification
30%
fewer processing errors
50%
increase in compliance adherence
Improved accountability
Impact & Results
Conclusion
This project proved that strategic UX leadership can transform complex workflows into efficient, user-friendly systems. By aligning design with business goals, we streamlined processes, improved compliance, and enhanced user experience at scale. With a data-driven, service design approach, I drive cross-functional collaboration, UX maturity, and impactful product decisions—ensuring that design is not just an interface, but a catalyst for business growth.