1. General information

The Caisse d’Epargne d’Aubonne is a Swiss bank that has a simple goal : be close to the people and give them essential and high quality services . They serve a wide array of customers from seniors to professionals to families. But in 2020 their old website was not up to pair with their ambitions and needed to change.

❓Problem : How to make a straightforward and clear bank website.

Their old website was in dire need of a redesign. After a long time preparing the communication strategy and branding, it was time to design a website that could be as simple but powerful as possible .

👤 Role

UX Designer / 03.2020 - 10.2020

UX research, methodology definition, hypothesis writing & definition, competition analysis, user journeys, persona creation, ideation, design, mockups, feedback iteration

⚠️ Summary and lessons learned

The challenge of restraint was at the core of the experience. What the users and the stakeholders needed was not all the bells and whistles but a powerful product, easily understood.

✅ Work closely with the Stakeholders

The main Stakeholders were skeptic during the opening interviews, but by constantly keeping them updated, they began to understand and support the process more and more, easing a lot of tough decisions that needed to be made.

✅ K.I.S.S demands effort

Keeping It Stupidly Simple is and always will be a challenge.

But a confortable solution can be found by defining exactly what is the purpose of each feature, and testing it again and again with the future users.

✅ The interviews are essential

A broad variety of users needs a broad variety of profiles. Not two families have the same needs, not two professionals use a banking website the same.

By having deep discussions with them, the overall quality of the website got better.

2. Research & personas creation

The research was conducted based on a research plan, as usual. One of the main concerns was to find more about the online banking for people that could’ve been mostly unappealed by the concept or the idea of it.

Here is a part of the research plan with the main questions that needed answered.

Here is a part of the research plan with the main questions that needed answered.

Stakeholders were interviewed (the bank directors but also the workers), and after analysis 5 main categories of users and their projected needs were found.

I found out some expected categories like the Families or the Entrepreneurs. But the Families, Seniors and Juniors were highly present as the bank customers and needed to be accounted for.

An intense phase of interview research candidates began. And then COVID struck.

3. Working during COVID

In those first months it was excessively complicated to get work done. The transition from an always present on-site team to home office was an intense one. I worked what i could without the need for precise data :

Establishing User Journeys for provisional personas