Intuitive Banking

Over 1000 hours of work giving almost 500 screens. These numbers present the design of the mobile website and its integration with the PeoPay application made for the bank Pekao SA - one of the largest Polish banks. The e-point SA company invited us to participate in the project. Working with the e-point team, we were co-responsible for designing the functional concept of the solution and the graphical interface.

The biggest project challenge was to develop a common vision of the solution with all stakeholders. Bank Pekao SA is a huge organization with many goals that the transaction system has to implement. Easy access to all products and related main actions directly from the home page with maintaining full readability, transparency, and intuitiveness was crucial while working on app architecture and design. That golden mean is the effect of several dozen hours of joint workshops, research and live design sessions with all stakeholders.

Goal

Develop a common vision of the solution with all stakeholder groups

Industry

Banking

Platforms

Challenge

The professional approach of our partners at Pekao Bank has given us a lot of opportunities, drew attention to a number of issues and brought dozens of insights. A good project is always the vision and work result of both parties.

The biggest project challenge was to develop a common vision of the solution with all stakeholders. Bank Pekao SA is a huge organization with many goals that the transaction system has to implement. Consensus was necessary. Finding the golden mean is the effect of several dozen hours of joint workshops, research and live design sessions with the participation of the Pekao SA, e-point SA and our team.

Mobile website conception

The most important element of the mobile site was access to all products and related main actions directly from the home page - maintaining full readability, transparency and intuitiveness.

We wanted several finger movements to allow user to control his financial and investment situation. Dashboard - as the most important point of the mobile site - allows modifications that adapt it to more advanced users with a large number of banking products. When designing the mobile version, we also faced the challenge of later integrating this solution with the PeoPay application.

PeoPay & mobile website

The integration process of the mobile solution with the PeoPay application has put the whole project into the framework in which we had to stay. We knew that integration would involve embedding mobile web screens and linking them to the native features of PeoPay.

In addition to the technological aspect of integration, it was important to address the feature-prioritization issue and maintain the two main screens from PeoPay and the mobile transaction system. The result was a classic tabbed navigation that allows users to navigate between the main functions of both systems.

Mobile app feel alike

Apart from purely functional aspects - we also wanted pleasure flowing from simplicity of usability, transparency and aesthetics. With micro-interfaces and gestures, mobile users have the comfort and feeling relatable to this in app.

User testing

Observations conducted on people who have been in contact with the site during the test phase allowed us to identify areas for further improvements as well as to confirm certain assumptions. We wanted to check whether the new interface would allow simple and fast navigation for both users rooted in the old Pekao system, as well as clients of other banks.

Design consumes a lot of time, but the development phase is the most labor-intensive stage. It's always better to add some extra hours and perform appropriate test iterations. Ultimately, several dozen hours spent building a prototype and testing are nothing short of changes made to a "live" product.

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