BlueMont Banking: Website
BlueMont is a startup based out of London, England that was looking to build a banking/investment platform meant for small and medium enterprises that are looking to grow their business and reach their full potential.
UI Design Lead
Their most significant need was to develop an onboarding procedure that would be simple, easy, and efficient for users to apply for loans of more significant than average amounts and receive approval in 15 minutes or less
Due to the scope of the project being a shorter amount of time with an ambitious client, my team and I decided to go about this project with an agile design method.
Users needed a platform that provides access to banking, investment services, and advice from experienced professionals.
I led a quantitative research study and UX/UI creation of an intuitive prototype for a new user investing platform featuring insights.
Role & Responsibilities
UX/UI Design Lead
Research & Competitive Analysis
Prototype & Usability Testing
7 person fully remote team consisting of; 2 UX Designers, 1 Dev, 1 Engineer, and 2 Stakeholders
In the first 2 months after the soft launch, 77% of users had created an online account with the onboarding.
BlueMont Global is in the process of building out a B2B banking service for small and medium-sized enterprises in the UK. To further the discovery process, the UX design team, Keegan, Ben & Fred, was contracted to continue developing the online brand visuals. Building on low-fidelity designs and research conducted by a previous design team, over the period of 4 weeks, our group helped to create the leading edge of BlueMont Globals' hi-fidelity, or, realistic-looking web design loan process and user logged-in view for prototyping.
Integrate BlueMont Global’s existing value-added services, risk analysis, market intelligence, and more into a new B2B financial product targeted toward SMEs.
Begin building a design system to ensure efficient web scaling in the future.
Build a hi-fidelity ‘not logged in landing page and ‘logged-in’ page that incorporates current market insights and allows users to check and pay balances.
Test hi-fidelity designs using comparison tests, 5-second trust tests, and SUPR-Q testing to provide hand-off analytics that supports future investor decisions and design choices.
Research & Discovery
Planned and conducted 10 remote interviews with banking service agents, key stakeholders, users, and finance enthusiasts from our financial networks.
Identified and prioritized the critical features for the onboarding schedule launch.
Collaborated with the product marketing team to map out key email touchpoint.
Mapped and designed key user flows of creating and sharing a workout schedules.
Established the loan application of a new user who discovers BlueMont and needs financial assistance.
Created an multi-screen interactive prototype using Figma.
Conducted remote usability testing with 5 participants and optimized key parts of the user flow that were problematic for users.
First, I mapped out the customer experience of how a users might research, discover, purchase, get more information through support, use the product and then give recommendations.
Mapped out above is the process a user undergoes as they progress through the experience, along with the potential feelings and notifications to enhance AI engagement.
After identifying 3 product opportunities, I concluded a visual progress indicator, real-time feedback, and pre-filled fields would help eliminate any possible friction for users and fuel growth for the business.
Financial Management Tools
Personalized financial management tools that help users to better manage their finances.
Quick & Easy Loan Application
Users can do this on their own and it
had the fastest implementation timeline.
Stakeholder needed user to have mobile access and the cost to launch was a priority.
OUTCOMES & LESSONS
We saw an opportunity to drive engagement and
acquire new customers through the creating and sharing
of a new financial platform …. and it worked!
Accelerating Business Growth: Our UX Project Simplified BlueMont Global Bank's SME Onboarding.
Created An Online Account
Signed Up To Receive Weekly Email Updates
Logged In Multiple Times A Day
Thank You & More Information
Thank you for taking the time to review my brief overview of the BlueMont Group case study. I appreciate your interest in learning more about the project.
If you would like to read the full in-depth case study, please email me using the contact form below and request access. The full case study provides a detailed analysis of the project, including research insights, design iterations, and final outcomes.
Thank you again for your interest.