Financial assistance on the go
To create a solid, mobile centered banking experience that can compete with newer upstart financial institutions and big banks
Working class clientele in Northern California utilizing the Patelco Mobile App
User Interviews • Affinity Mapping • User Flows • Competitive Analysis • Design Studio • Usability Testing
UX/UI Designer
3 UX/UI Designers
Patelco Credit Union is the largest credit union serving the Northern California market. Their purpose remains with their members: fueling hope and creating opportunities to build financial resiliency and empower them to achieve financial freedom.
Patelco's "People, not profits" philosophy drives all that they do. They want to help their customers plan, save, succeed, & repeat.
*I am not affiliated with Patelco Credit Union in any way. This was a GA project to improve their current interface.
• 90% of interview participants felt their money management can be improved and were unhappy with their current bank
• 80% utilized mobile banking to serve their banking needs
• 80% wanted to address overspending and save up for a goal
• 70% frequently check their spending data
• Patelco's app was lacking in features that users needed most according to user interviews
• Currently, users are unable to save for a goal, budget, or see a breakdown of their spending by categories
• Infographics and charts are not utilized by Patelco to show breakdowns of financial data - making it hard for users to understand their situation quickly & easily
I took on designing how the budget screens would function and look.
This was the first time working in a design team and when we got to mid-fidelity, we realized that we needed to set standards for all of us to follow. We came up with a minimal style library to get us all on the same page.
As we continued to design, we realized we had the visual elements aligned, but now the flow from each of our page sets needed to be a better aligned - which led us back to the drawing board.
• With over 3 million people being colorblind* & majority of those cases being red-green colorblindness, we really had to rethink the color scheme. This was a challenge due to the fact that Patelco's branding was all red. However, after much work with colors, we were able to keep in line with their branding, but still be accessible.
*According to https://www.colorblindawareness.org
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• Redesigned infographics to clearly reflect the corresponding data
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• Adjusted font color & size
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• Clarified copy
• Adjusted button sizing & padding
This project was one that really allowed me to work on copy and accessibility (specifically color blindness). I loved working in this team and having others to talk through flows and ideas.
We definitely ran into some challenges that made us go back to brainstorming multiple times - from user flows to visual design elements. These were great because it allowed us to really dive deep and make sure that our design was truly user centered.
• Design the 'Savings' feature to be incorporated into the app
• Discover a way to get all of the functionalities on the website on the mobile app as well