Carmel B-Levy

Fun

About

CV

Digitized

User Experience

Enhanced user experience by digitizing bank account user management and registration

Brief Introduction

The bank aimed to upgrade its systems to boost efficiency and user satisfaction for business bank account owners through digitization, enabling them to save time and streamline their tasks

Focus

Streamlined the process of adding new stakeholders to accounts and managing their permissions

Team

Design Team:

Me (Lead Designer) + VP Product (Mentor)

Who I worked with:

Project Manager TL + Team, Copywriter & Dev team

Tools

Figma

Challenge

Transforming complex and outdated registration forms with restrictive capabilities into a simple and intuitive digital experience

Pain points

We analyzed data on user preferences and feedback from business bank account owners, identifying the following key pain points

Physical Presence Required

Registering a new user or modifying permissions necessitates a physical visit to the bank, creating inconvenience for users

Impact of Unclear Language

The use of unclear and traditional language negatively impacts the user experience, making interactions less intuitive

Inefficient and Outdated Processes

The existing process is ineffective and outdated, resulting in wasted time and energy for both users and bank staff

Mapping User Journey

To effectively meet our objectives, we began by mapping out the user journey and analyzing the structure of user permissions and registration forms

Flow Optimization

We carefully mapped out the architecture tree and user journey, transforming the complex structure of traditional forms into an intuitive CRM system

Key design features

Combining Pain Points, User Journey and accurate pixel-perfect techniques

Personalized Package Customization

Enabling users to fully customize their package, tailoring it to meet individual needs and unique preferences

Multi-User Authorization Panel

Streamline the process of obtaining required permissions

Text & Microcopy Modernization

Enhancing digital communication with clear, impactful language

Prototype

Combining research, insights, and accurate pixel-perfect techniques

Mobile View Adaptation

See how the designs translate seamlessly to mobile screens

Building Long-Term Collaboration

This was our first project with the client, and it was well received, demonstrating clear improvements in user experience. As a result, the client chose to expand the partnership, leading to a long-term collaboration

Explore More Projects

Check out other projects that reflect my design work and impact

Innovative Educational Platform

Evolution of Cycle Monitoring App

Redesign CRM Behavior

Made by Carmel Levy 🪸