Rozú
New Goal-setting for Savings at Bank of Montreal
While at HCL Technologies, our team was tasked to design a new savings goal-setting feature for the Bank of Montreal in Canada with an app redesign — this was a design-only exercise to deliver to BoM engineers to build.
MY ROLE
Lead Prod. Designer
Visual Designer
Creative Direction
TOOLS
Sketch
Zeplin
TIMELINE
3-week design
project
TEAM
1 Lead Designer (me)
3 Designers
1 IA
Overview
Bank of Montreal was the first large scale project where I lead the team as the Creative Director and designed as the Lead Product Designer. For this project, I lead a team of five individuals: an Information Architect (IA), a Mid-level UX Designer, and two Jr. UX Designers all while designing the interface and motion guidelines.
Problem
Bank of Montreal’s users informed them that they wanted a way to save for multiple activities or goals, but they were doing this by opening several different savings accounts. This lead to their customers losing out the benefit of interest compounding for a single larger sum of money versus 3-4 accounts with smaller sums of money within. We were brought on to solve this issue for their next large mobile app update in Canada.
Solution
I lead the team through the research phase (competitive analysis, user feedback), planning (user flows), and information architecture and data structures. I delivered brainstorming and sketching concepts, wireframes, prototypes, interface and motion design, and micro-interactions. We had to be very lean on this project, so we decided to work using one week sprints, in hopes of being nimble enough to get user feedback and feature requests made. We started with a competitive analysis of how all types of banks (traditional and internet-only) handle savings goals and it became abundantly clear that no-one was really attempting to solve this user problem.
This led us into the “I want” exercise where we take the user research and determine what the users want to accomplish while using any banking application. This activity drove most of our IA decisions for the application, which we decided to redesign from the ground up - an x.0 version.
Deliverables
After leading the sprints with the design thinking and IA sessions, I lead the team through creating ideas with sketches and low-fidelity wireframes. I conceived the UI patterns and standards shortly thereafter and handed that over to the other designers. They expanded the three UIs I designed into 15+ UIs, which I cleaned up and ensured the creative direction was consistent across all screens. This was tested and iterated on for three sprints.
Once the user flow was positively received, I designed the visual language and design system for the app. Shortly after, the motion and micro-interactions were designed and handed off to the client and their development team.
