Enterprise Banking
B2B Fintech
Fintech UX
Reimagining Enterprise Banking
Through Unified Experiences.
Client A’s platform unifies corporate banking services into a single self-service experience, helping businesses manage cash flow, trade finance, investments, and approvals from one place.
Role
UX & UI Designer
Timeline
Nov ’23 → present
Team
50+ cross-functional
Tools
Figma, Miro, ChatGPT, Claude
01
Role
How I Shaped Client A’s Platform.
Over three years, I partnered with product, engineering, business, and relationship managers to redesign enterprise banking experiences used by 100K+ corporate customers. From discovery to developer handoff, I helped shape both the product strategy and the system behind it.
01
Product Ownership
Discovery → Research → UX → UI → Handoff
02
Research & Validation
11+ usability sessions with corporate users
03
Design System
10+ reusable components and shared patterns
04
Cross-functional Collaboration
50+ stakeholders across Product, Tech, Compliance and Business
02
Problem
The Cost of Fragmentation.
Corporate banking wasn’t broken because of individual products. It was broken because every product lived in isolation. Enterprise customers relied on multiple disconnected portals, manual processes, and Relationship Managers to complete routine financial tasks—creating friction for users and operational inefficiencies for the bank.
Fragmented Journeys
Multiple portals for a single workflow.
RM Dependency
Routine banking still required manual assistance.
Disconnected Information
Financial data scattered across different systems.
Manual Business Processes
Limited ERP integration and duplicated effort.
04
How we worked
From business complexity to intuitive experiences.
Every feature began with understanding the problem, then evolved through collaboration, stakeholder feedback, testing, and continuous refinement before it reached production.
01
Discover
Understand the problem
Worked closely with Product Managers, Relationship Managers, and business teams to understand customer pain points, business goals, and existing workflows. Conducted competitive analysis and gathered insights to define the right problems before designing solutions.
02
Define
Define the experience
Translated research into user journeys, information architecture, and interaction flows. Collaborated with stakeholders to prioritize features and align business requirements with user needs before moving into visual design.
03
Design
Design & Validate
Designed wireframes, high-fidelity interfaces, and interactive prototypes. Validated concepts through usability testing, stakeholder reviews, and product analytics, iterating continuously to improve usability and adoption.
04
Deliver
Deliver & Scale
Partnered with engineers through developer handoff and design QA while contributing reusable components and interaction patterns to the enterprise design system, ensuring consistency across the platform.
05
Design System Contribution
Building for consistency at scale.
Alongside designing product features, I also contributed to the design system by creating reusable components, refining interaction patterns, and documenting them so the team could design and build more consistently.
06
Featured Work
Inside Client A’s Platform.
Rather than walking through every feature, I’ve highlighted four modules that best represent my work on Client A’s platform. Together, they show how we simplified complex banking workflows while creating a more consistent and intuitive experience for corporate customers.
Module 01
Dashboard
One dashboard.
Every financial priority.
The dashboard was redesigned for the V2 to become the starting point for every corporate banking journey. Instead of overwhelming users with data, it surfaces the most relevant information, prioritizes urgent actions, and provides quick access to frequently used banking services.
clienta.example.com
Dashboard — account summaries, pending approvals and frequently used reports in one view
Design Decisions
Decision / 01
One dashboard. Every financial priority.
Finance teams didn’t open the dashboard to look at transactions—they wanted a quick understanding of their financial position. I moved account summaries, balances, and key actions to the top so users could get the information they needed at a glance.
Decision / 02
Bring important tasks to the surface
Time-sensitive approvals could easily be overlooked because they were buried within the platform. I surfaced them in a dedicated “Needs Your Attention” section and moved frequently accessed reports to the top, making everyday tasks quicker to find and act on.
Decision / 03
Make banking feel less fragmented
Users weren’t thinking about bank products, they were trying to complete tasks. I reorganized the dashboard around common workflows, making it easier to move between accounts, trade finance, investments, and reports without feeling like they were switching between different systems.
Want to see the thinking behind the screens?
Get in touch for a deeper walkthrough of the research, design iterations, and interactive prototypes.
