Designing a human-centered fintech platform at Bank of America

Bank of America
designing a human-centered

fintech platform

As a Sr. UX Designer at Bank of America, I led the user experience design of enterprise level fintech applications. My main project involved taking a data science platform from a pilot to company-wide adoption using the design thinking methodology. I can't post screenshots of this and other projects because of the NDA.

Result

The pilot I designed was well-received for its user-friendliness. It was so successful that later releases achieved wide adoption throughout the company. The user-experience evolved as platform was scaled up and more features were added.

Challenge

Design a scalable complex data science platform, so that it requires minimal training.

Design Process

Designing the platform was challenging because data science is a relatively new field and I wasn't familiar with the work data scientists did. The research I did helped me learn quickly and empathize by interviewing data scientists. During subsequent releases. I conducted more interviews, usability sessions, card sorting and surveys. I worked with the stakeholders to define the project from the perspective of the users and educate them on usability best practices. Working in a dynamic Agile environment, I actively participated in the sprint planning to ensure that the research activities fit in the project's timetable.

I did a lot of wireframes and flow charts to ensure the team members are on the same page in regards to the interface. I revisited the user research to make sure the proposed flow stayed in sync with the users' needs. Afterwards, I created mockups to flesh out the various layout options and discuss them with the stakeholders. I created a clickable prototype to present at meetings and use it in further usability testing. After the design is approved, I guide the developers to implement the UI designs. I also created a style guide for the developers and for future reference.

UX process

Accessibility

I've always been aware of the need for accessibility having family and friends with various impairments. Bank of America is very committed to meet the ADA requirements for both internal and external applications. I worked with the corporate accessibility team to ensure that the applications I'm working on are designed with accessibility in mind right from the start. As a member of the UX Accessibility workstream, I compiled accessibility documentation with bank-specific examples to be used for training and references by designers, developers and QA testers.

Other Projects

Digital Mailroom

Technology Portal

Data Science Web Presence

Social Image Gallery

During the nearly 2 years at Bank of America I worked on a few other projects, collaborating with various departments. The applications are for internal use, not available to the general public to see. During the course of my work I followed the Design Thinking process in Agile environment like I described above.

Looking Ahead

accross from the Jersey City office

Working at a large, complex corporation, I realized that it's imperative to take the time to look at the big picture, broaden my perspective by learning from coworkers outside of my area of expertise, all the while keeping up with the ever-changing trends in UX design. Sure it's time-consuming but viewing this process as an exciting discovery (kind of like visiting a foreign country) let me make the time. Think strategy not just tactics. Think elevating the user experience, not just styling the new features.

" Lubina was our lead in designing the user interface for a major application for the organization. She was always approachable and worked with the entire team with a passion to deliver the product in time. She has the ability to understand the complex technical details and explain it well to other team members with ease. "

 

Eapen Matthew
Retention & Capacity Management
Bank of America

 

Copyright 2021 Lubina Bogoeva. All rights reserved.

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Designing a human-centered fintech platform at Bank of America
UX process
accross from the Jersey City office
Designing a human-centered fintech platform at Bank of America
UX process
accross from the Jersey City office
Designing a human-centered fintech platform at Bank of America
UX process
accross from the Jersey City office