Banct
UX Case Study: Online Banking Design

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:
- UX Research and Information Architecture: We started by understanding user personas and mapping the information architecture that best served Banct's users.
- Wireframing and Prototyping: Developed wireframes that iteratively evolved into high-fidelity mockups to help visualize complex user journeys in the finance dashboard.
- Customizable Dashboards: Built flexible, widget-based dashboards allowing users to personalize their workspace based on specific roles and requirements, emphasizing modern dashboard design.
- 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.
- 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.
- 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.
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Although the app isn't live yet, LeverageUX Design Agency's work satisfied the client. Their workflow was very fluid and they responded quickly to any questions.

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Though the platform hasn’t been released yet, users and internal stakeholders are impressed with initial versions and screenshots. Along the way, the team was professional, prompt, and collaborative, contributing to a successful partnership.

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