Design Case Study
Exploring new workflows and features for the next generation of a major bank's mobile app
Role
UX Designer, Envisioning Pod
Duration
2022
Platform
iOS & Android
Client
Major North-American Bank
The Project
I was part of a small
envisioning pod
working directly with business, architecture, and marketing teams to explore and propose
new features
for the upcoming update of the bank's mobile banking app.
This was the
requirements exploration phase
,
where our goal was to envision design changes and present them to senior stakeholders for buy-in before development began.
How We Worked
Working in agile sprints , I collaborated directly with senior leadership to suggest new workflows, draft lo-fi wireframes, and propose user flows. The work was intentionally fast and scrappy: sketches and wireframes to communicate intent, not pixel-perfect mockups.
I created user flows and lo-fi wireframes for several key feature areas. Each was presented to the business team as a design proposal to align on scope and feasibility before handoff.
User flows for setting up, managing, and modifying recurring bill payments and scheduled transfers. Explored how users would create, pause, and cancel recurring rules.
Designed the introduction of peer-to-peer payment capabilities within the app: sending, requesting, and splitting money with contacts, integrated into the existing account flow.
Rethinking the bill pay experience: adding payees, viewing payment history, scheduling payments, and managing all bills from a single unified view.
Simplified flows for moving money between internal and external accounts, with clearer confirmation steps and transfer scheduling options.
As part of the envisioning pod , I worked directly with senior stakeholders in a fast-paced, sprint-based cadence.
Worked directly with business leads, product architects, and marketing to understand strategic priorities and translate them into tangible design proposals.
Operated in sprint cycles, delivering wireframes and user flow presentations at the end of each sprint for stakeholder review and feedback.
Mapped complete user journeys for each feature area, identifying edge cases, error states, and opportunities to simplify multi-step banking processes.
Created lo-fi wireframes and annotated screens to communicate design intent clearly, enabling quick alignment without over-investing in visual polish.
Multiple feature proposals from the envisioning phase were approved and moved into active development sprints.
Lo-fi wireframes and user flows gave business, architecture, and marketing a shared visual language to align on requirements early.
The scrappy, sprint-based approach let the team explore and reject ideas quickly, avoiding costly late-stage changes downstream.
2M+
The features envisioned during this phase were shipped in the app update, reaching over two million users across iOS and Android.
+0.1 ★
The app's store rating increased by 0.1 stars following the update, reflecting improved user satisfaction with the new features.