Interbank is one of the most important banks in Perú
offering a diverse range of financial products for both individuals and businesses. As a member of one of the country's most significant economic groups, Intercorp, Interbank stands out as a benchmark for innovation and digital transformation in the banking industry.
My role
UX UI Designer
2019 - 2020
Responsibilities
User experience research and design, competitive analysis, flowcharts, prototyping, usability testing, Design Handoff
Team
UXUI Designer
Product Owner
Developers, PR team
Corporative Online Banking
Digital transformation: our goal
As members of the UX team entrusted with the enhancement of Interbank's new Corporate Internet Banking, our objective was to revamp the current platform to cater specifically to the diverse needs and financial services required by business users.
Financial services for companies
Companies engage with a variety of financial products such as financing, service payments, mass payments, transfers, and currency exchange. Hence, it is crucial to comprehend the 360º customer experience along with the functional intricacies of the products provided to our users. Within the scope of the new Internet Banking project, we undertook the redesign of existing functionalities and digitalized specific products to better meet the needs of our business users.
Negotiable invoice
This financing product allows clients to receive advance payment for their sales by submitting electronic invoices.
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User challenges
Customers faced issues with submitting documents and forms in varied formats or with irregularities, leading to manual processing by the bank. This resulted in prolonged waiting times and increased support tickets.
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Proposed solution
Our solution not only involved the digitization of the product but also utilized the platform to guide customers, streamlining the process of filling out and submitting electronic invoices for a more user-friendly experience.
This platform's new module aims to facilitate currency exchange transactions for enterprise customers through the digital channel.
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User challenges
Corporate clients typically engaged in currency exchange through telephone negotiations with the bank's traders, especially when dealing with substantial amounts.
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Proposed solution
To address this, we introduced a dedicated functionality within the Transfers between accounts section on the platform. This includes a currency exchange simulator, details about exchange rates, and a notification window for users to be informed about any benefits provided by the bank.
Currency exchange
Payment solutions for companies
Covid 19 crisis
In response to the challenges posed by the COVID-19 pandemic, Interbank strategically developed various consultation websites and tools to support its customers. This proactive approach aimed to provide accessible and efficient solutions during these uncertain times.
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Among these initiatives, we a dedicated website to assist customers with Small Business Loans who were adversely affected by the ongoing situation. The platform facilitates the request for payment solutions through digital channels, offering a streamlined alternative to negotiating directly with their business executive. This not only enhances customer convenience but also aligns with Interbank's commitment to adapting and innovating in response to evolving circumstances.
Proposed solution
The process started with interviews involving clients and stakeholders. Our focus shifted to crafting the content of the page and devising effective ways to communicate the different payment solutions available to users in response to the pandemic.
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The page functions as an order-taking system, presenting three distinct payment solutions, each accompanied by its dedicated form. This streamlined approach proved instrumental during the crisis, as all submitted forms are downloaded at the end of the day for prompt attention and thorough analysis by the risk team.
UI style guide
The goal
Our goal was to elevate the style guide and standardize components and their behaviors across the platform.
This involved crafting a comprehensive guide accessible to all team members, including those in UX, Frontend, and Backend roles, ensuring a unified reference for development initiatives and platform enhancements.
Proposed solution
The guide's content was initially developed in Zeplin, while concurrently creating a Sketch file containing all components.
This file was linked as a Style Guide, providing the UX/UI team with a comprehensive resource for designing the platform.
Furthermore, an internal URL was established, featuring three sections: Brand, Writing, and Components. Within the Components section, templates were incorporated into the component code to facilitate quicker and more efficient reuse during the development process.
Interbank product
@ 2019-present