Capital One Commercial banking
I first joined the Capital One Commercial Design Team as a Lead in the Summer of 2017. One of my first initiatives was to reimagine our key commercial banking platform, Intellix. Over a 6 month period, I guided the team through user centered design practices to help reimagine what our commercial banking platform could provide our customers.
An example of the homepage experience for Intellix when I first joined the team. This is what our customers saw everyday.
User Research
To get started, we went out in the field to hear about some of the pitfalls of the product directly from the customer. For each session, we conducted empathy interviews and included hands on activities to help learn more about our customers.
Our Stakeholders
We also held an ideation session with our internal stakeholders to learn about their hopes for the future of the platform.
A Relationship Manager writes up feature ideas for our commercial banking platform.
Some of the sketches our participants created during the session.
Design
Once we had feedback from both our internal stakeholders and customers, we began to map the feedback and sketch out some possibilities for the new product interface.
This is ann excerpt of our feedback + idea board that stood in the team area. It combines customer and stakeholder feedback to help the team see the whole future of the product.
The team sketched some solutions together and would quickly take prototypes out in the field to validate any assumptions we were making with product features.
Throughout our design process, we were constantly out in the field with customers having them test and interact with the new UI to ensure that we were keeping their day to day in mind as the product took shape.
Evolution of the Dashboard
We iterated our way to the final experience and rolled out a series of changes to the client dashboard that upgraded the experience without jarring our customer base. The two screens below show where we started and a snapshot in the middle of our dashboard evolution.
Final Design
The new login experience for our Commercial Banking Portal.
An excerpt of the new homepage experience for our Commerical Banking Platform.
The design is responsive and can accomodate all device sizes for a seamless experience.