GoalTo release a new user-friendly version of the personal account (PA) for B2B bank clients.
Tasks- Conduct a UX audit of the existing PA version, including in-depth interviews and usability testing with current, former, and potential B2B bank users.
- Based on the UX audit results, initiate a PA redesign.
- Test a prototype of the new PA version and develop recommendations for the product team.
SolutionPerform a full cycle of research, from UX audit to the new PA version, considering the results of all previous research iterations.
Results for the Client- Identified issues with the current PA version and overall bank-user communication.
- Prepared new PA versions based on the identified problems, selecting the most user-friendly, simple, and intuitive one.
- Implemented a user feedback system (VoC) for continuous feedback.
- Developed recommendations on communication methods and formats for B2B interactions.