Banct

UX Case Study: Online Banking Design

Banct, the UK's leading neobank, required a solution to manage 35+ currencies and facilitate complex financial processes.
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Overview

Introduction

Banct, the UK's leading neobank, required a solution to manage 35+ currencies and facilitate complex financial processes. The functionality they wanted to cover: international payments, accounting and payroll. Our goal was to create a platform with an intuitive design that would allow both small and medium-sized businesses (SMBs) and enterprise customers to manage their finances efficiently. This fintech web application combines a banking UI with a large number of dashboards for convenient online banking.

The Challenge

Banct reached out to LeverageUX Design House to redefine the way users interact with their finances by creating a one-stop platform for multi-currency banking, accounting, and payroll management. 

The main challenges our team faced with: 

  • Define user roles and scenarios for MVP. 
  • Create dashboards customizable for different types of users to cover key online banking challenges. 
  • Design a system to support multiple workspaces with simple and easy-to-use user-flow. 
  • Integrate various third-party services while maintaining ease of access and usability.

Our Approach

Our design process was built around the needs of both SMBs and enterprise clients:

  1. UX Research and Information Architecture: We started by understanding user personas and mapping the information architecture that best served Banct's users.
  2. Wireframing and Prototyping: Developed wireframes that iteratively evolved into high-fidelity mockups to help visualize complex user journeys in the finance dashboard.
  3. Customizable Dashboards: Built flexible, widget-based dashboards allowing users to personalize their workspace based on specific roles and requirements, emphasizing modern dashboard design.
  4. Multi-Workspace System: Created a multi-workspace experience enabling business owners to invite and manage users and roles across different companies. Switching between personal and professional accounts was made seamless, which is crucial for an online banking dashboard.
  5. Modern UI Design: Focused on a clean, modern UI that balances functionality and simplicity, integrating visual cues to enhance the user experience for banking and fintech applications.
  6. Addons: Additionally, our design team created a marketing website, white paper and graphic materials for SMM.

Our Solution

Flexible Customizable Dashboards

Our widget-based dashboards allow users to customize their workspace to perfectly fit multiple user roles. This approach is in line with best practices in fintech dashboard and finance dashboard design.

All Finances in One Place

We implemented best UX practices for a cohesive integration, simplifying accounting and multi-currency functions, while ensuring users could manage everything from payroll to cross-border payments from one platform. The online banking design facilitates efficient use and easy navigation.

Modern, Intuitive UI Design

Clean, responsive design with highlighted accents and clear visual information patterns ensures that every interaction feels intuitive, following the latest fintech UI and banking UI trends.

Multi-Workspace & User Management

A system designed for business owners to manage roles across multiple companies while maintaining easy financial oversight in one platform, supporting online banking dashboard requirements.

The Result

LeverageUX successfully developed a new tool for corporate banking, unifying financial and user management into a single, streamlined platform. 

The end result features:

  • Stunning, Modern Design: Adopting best practices for a user-friendly interface suitable for all experience levels. The banking dashboard design is optimized for both enterprise and SMB users.
  • Comprehensive Components Library: Built a robust design system, including a UI kit, wireframes, high-fidelity mockups, and components library, which is crucial for fintech web app consistency.
  • Simplified Financial Oversight: All-in-one access for multi-currency accounts, payroll, and financial management tailored for enterprise users and SMBs alike, leveraging best practices in online banking and fintech dashboard design.

Impact

Banct's platform is now used by SMBs and enterprise clients to simplify their financial processes, save time and cost on bookkeeping and cross-border transactions. The platform is easy to navigate. It has intuitive UI design ensuring that users can start using it with minimal onboarding. Thanks to our experience in creating effective UX design solutions for online banking, the user can quickly get started and prioritize on the start page - a clear and convenient dashboard UI. 

Before
After

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Reach out today and let's create a tailored, user-friendly solution for your business needs, leveraging the latest in fintech design, banking design, and online banking dashboard innovation.

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LeverageUX Design Agency created a nice design that the client is happy with. After getting a good understanding of the client's needs, the team managed the project and worked on their own.

CEO
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LeverageUX Design House delivered high-quality designs that reflected the client's expectations. Throughout the engagement, they had a smooth development and communication process with the client. Moreover, the project was managed efficiently, with accurate estimates of deadlines and costs.

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The client had been satisfied with LeverageUX Design Agency's output. The vendor had been relatively positive and easygoing, despite experiencing issues with language barriers and timezones. They had also been willing to work with their specific needs to fix their UI/UX issues.

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The client was happy with LeverageUX Design House’s work, and the new UI/UX design received positive feedback from users. The team provided accurate timelines and budget estimates and communicated effectively through Slack and Figma. Their responsiveness, clarity, and helpfulness stood out.

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With LeverageUX Design Agency's support, the client's product became intuitive and user-friendly. The product also gained positive feedback from stakeholders. The team's strong project management skills and responsive approach were hallmarks of their work, leading to a fruitful engagement.

Julian Wyszynski
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doks. innovation GmbH

LeverageUX Design Agency’s high-quality wireframes have been delivered on time and exceeded expectations. Their outstanding project management skills complement their UX and design expertise, inspiring confidence within the client. They are thorough, responsive, and professional.

Sharon Rubin
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While the company appreciated the LeverageUX team's expertise in UI/UX design, what impressed them the most was the team's ability to find solutions for such a complex tool like their platform.

Clément Ramel
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The project is nearly finished, and the client is satisfied with LeverageUX Design Agency’s performance. The team offers an outstanding personal experience, responding swiftly and allowing the client to be involved. They do one-week sprints, listen to feedback, and provide regular updates.

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The company is not currently tracking metrics for the landing page. But they have received positive feedback regarding its design. The LeverageUX Design Agency team delivered high-quality work for the company with quick turnaround times.

Micah Zoltu
CEO
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serv.eth

Equipped with unmatched expertise in UX design, LeverageUX Design Agency successfully generated a prototype that met the client's preferences. The team is committed to delivering tailored results that match their client's needs and mirror their unwavering competence.

Eliane Tchikanda
Founder
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CEO, Frugal

LeverageUX Design developed screens and frontend displays that satisfy the client’s customers. The client continues to receive positive feedback from end users, and they are thrilled with the partnership. They use Jira to manage the project and communicate via Zoom and Slack.

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