Tasks and Goals

Through modernising the design, simplifying navigation, improving accessibility, and enhancing security, the Caixadirecta banking app redesign improves user engagement, navigation, usability, and competitiveness.

Simplify navigation and increase app usability.
Revise the layout to guarantee aesthetic appeal and conform to current standards.
Boost dependability and security without sacrificing usability.

Competitor analysis

Surveys

Personas and CJM

Sketches and Wireframes

UI Design

UI Kit

Clickable prototype

Analytics, tests, edits

Competitor Analysis

The Caixadirecta app underwent a successful overhaul thanks to a competitor analysis. I looked at the user interfaces and features of popular banking applications including "ActivoBank", "Millennium", and "Santander".

Caixadirecta App Reviews

In order to identify the typical problems Caixadirecta consumers encounter, I also conducted a survey among its users and looked through user evaluations.

Prototype Personas

Upon evaluating the reviews, I developed prototype personas.

Maria

Age: 25

Personality: Tech-savvy, active, and social

Occupation: Junior Marketing Specialist

Frustrations:

Difficulty navigating to frequently used features like transfers and bill payments.
Outdated design that feels clunky and not visually appealing.
Lack of quick access to transaction history.

Goals:

Effortlessly manage day-to-day banking activities.
Quickly access financial information and transaction history.
Use a modern, aesthetically pleasing app.

Lifestyle:

Maria lives a busy lifestyle, balancing her job and social activities.
She values efficiency and uses her phone for most banking tasks.
Enjoys using apps that offer seamless and intuitive user experiences.

João

Age: 40

Personality: Pragmatic, detail-oriented

Occupation: Small Business Owner

Frustrations:

Complex navigation and hidden features increase time spent on banking tasks.
Lack of business-specific features like expense tracking and invoicing.
Security concerns with the current app's authentication methods.

Goals:

Manage business finances efficiently and securely.
Access detailed transaction records and expense reports.
Have a reliable app that supports business banking needs.

Lifestyle:

João is constantly on the go, managing his business operations.
Prefers tools that streamline tasks and save time.
Values security and detailed financial management tools.

Ana

Age: 65

Personality: Cautious, prefers simplicity

Occupation: Retired Teacher

Frustrations:

Finds the current app overwhelming and difficult to navigate.
Struggles with understanding some of the banking terminologies used.
Concerned about the security of online banking.

Goals:

Perform basic banking tasks like checking balances and transferring money easily.
Have clear, simple instructions and a straightforward user interface.
Feel confident and secure using the app for banking.

Lifestyle:

Ana enjoys spending time with her family and engaging in community activities.
Uses technology primarily to stay connected with family and for essential tasks.
Prefers simple, easy-to-use tools and values customer support.

Customer Journey Map

Maria

João

Ana

Discovery

Outdated design and difficult navigation.

Complex navigation and security concerns.

Overwhelming interface and complex terms.

Emotions and Thoughts

Frustration, hope for improvement.

Frustration, relief with security.

Confusion, seeking simplicity.

Opportunities

Simplified navigation, clearer labels.

Streamlined authentication, intuitive navigation.

Simplified terminology, guided walkthroughs.

Touchpoints

Homepage, navigation menu.

Security settings, transaction history.

Dashboard, help section.

Pain Points

Cluttered interface, slow loading.

Hidden features, authentication issues.

Unclear instructions.

Improvement Ideas

Enhanced transaction categorization.

Advanced reporting features, seamless integrations.

Enhanced customer support, intuitive help resources.

Device/ Environment

Mobile phones, busy lifestyle.

Mobile devices, on-the-go business management.

Mobile devices, family-oriented activities.

Competitive Analysis

Compare with apps offering sleek design and easy navigation.

Benchmark against apps with robust security and business tools.

Evaluate against user-friendly apps with clear instructions.

Business Goals Alignment

Improve efficiency and user satisfaction.

Enhance security and business functionality.

Provide simple and reliable banking experience.

Feedback Loop

Regular surveys, user feedback forums.

Business user focus groups.

Community polls, customer satisfaction surveys.

Sketches

Sketches were really helpful in helping me visualise my thoughts and concepts for the Caixadirecta banking app during the first design phase. I was able to experiment with various features, layouts, and user flows thanks to these hand- drawn designs, which also served as a concrete starting point for conversations and revisions.

Site Map

The sitemap of the Caixadirecta banking app is designed to offer a simple and easy-to-use interface. After navigating through a footer menu that includes the Home, Card, Chat, Profile, and Transaction History screens, users are redirected to the main app from the welcome screen.

Home Screen

Caixadirecta: All-in-One Banking Hub

The redesigned Home Screen puts everything users need at their fingertips.

Quick Actions: Transferring money, paying bills, topping up their phone, and more is possible with just a tap.

Finances at a Glance: Viewing account balances, recent transactions, and cards is possible all on one screen.

Instant Support: Getting help online through the new Chat feature, means no branch visits needed! Users can even send money to friends through chat.

Banking made simpler and more efficient.

Chat Screen

Banking Made Easy: Chat Support at the User's Fingertips

Real-time Support: It's possible to connect with support agents in real-time, no waiting on hold or visiting a branch.

Quick Resolution: Questions are answered and issues resolved promptly, saving the user's time and effort.

Send Money: It's possible to send money to friends and family directly through the chat, eliminating the need for traditional transfer methods.

Streamlined Banking: A User-Centric Redesign

Quick Access, Clear Actions, Effortless Management

The revised software puts the user's experience first with improved comfort, functionality, and button clarity. Convenience is increased with quick access buttons, sizable transaction representations, self-explanatory icons, and in-app money transfers. The updated UX improves confidence in money management and simplifies interactions.

The new design will feature both dark and light themes, incorporating the bank’s signature colours for a sleek, modern, and cohesive look.

UI Kit