CoreBank

Redesigning a banking management system

Company

Accenture

Role

UX/UI designer

Activities

> Complex workflow management
> Functional requirements analysis
> User flow design
> Prototyping

Timeline

2025 - 2026

"Scarico a cassa", a banking functionality within Valori in Bianco area.

"Scarico a cassa", a banking functionality

within Valori in Bianco area.

Redesign of the interface of a management system. supporting banking branch operations.

Problem

An outdated and unintuitive interface,
with convoluted workflows that slowed down
operators’ daily activities and increased the risk of errors.

An outdated and unintuitive interface, with convoluted workflows that slowed down operators’ daily activities and increased the risk of errors.

Our goal

Simplify the user experience by making it smoother
and more efficient, with a significant impact
on complex operational workflows
and operators’ day-to-day efficiency.

Simplify the user experience by making it smoother and more efficient, with a significant impact on complex operational workflows
and operators’ day-to-day efficiency.

Process

> Redesigned UX/UI workflow by putting users and their
actual operational needs at the center of the process.

> Reduced the number of clicks required to complete
actions, making the interface clearer, more intuitive and
consistent, while maintaining full compatibility with
existing banking processes.

> Introduced reusable patterns across different steps
of the workflows to provide users with a more familiar
and consistent experience when navigating the platform.

> Implemented WCAG accessibility principles (level AA)
to ensure an inclusive user experience.

> Redesigned UX/UI workflow by putting users and their actual operational needs at the center of the process.

> Reduced the number of clicks required to complete actions, making the interface clearer, more intuitive and consistent, while maintaining full compatibility with existing banking processes.

> Introduced reusable patterns across different steps of the workflows to provide users with a more familiar and consistent experience when navigating the platform.

> Implemented WCAG accessibility principles (level AA) to ensure an inclusive user experience.

Solution highlights

From initial problem to a new solution who bring key benefits.

Unclear information to be entered

Explicit selection of available options and introduction of automation

Faster data entry with less effort for operators

The available access paths are not clearly presented to the user

Multiple selection clicks are required to complete the task

The available paths are immediately clear from the entry point

Users are taken directly to the desired page, avoiding additional clicks

Clear and easy navigation focused on reaching user's goal

Difficulty entering selection criteria and understanding the relationship between them

More guided filter selection through a step-by-step approach

Fewer errors when selecting and entering criteria, also a greater operational efficiency

Here the prototype of one of the workflows within Valori in Bianco area.

Takeaways

Working on such a challenging and stimulating project allowed me to gain a stronger understanding of banking terminology and processes, develop a deeper understanding of complex workflows and provide solutions that simplify operations by balancing functional requirements with a smooth and accessible user experience for the end user.

Difficulty entering selection criteria and understanding the relationship between them

More guided filter selection through a step-by-step approach

Fewer errors when selecting and entering criteria, also a greater operational efficiency

Back to projects

marikalatini.ml@gmail.com

linkedin.com/in/marikalatini

marikalatini.ml@gmail.com

linkedin.com/in/marikalatini

CoreBank

Redesigning a banking management system

Redesigning a banking management system

Redesign of the interface of a management system. supporting banking branch operations.

Redesign of the interface of a management system. supporting banking branch operations.

Problem

An outdated and unintuitive interface,with convoluted workflows that slowed downoperators’ daily activities and increased the risk of errors.

Our goal

Simplify the user experience by making it smootherand more efficient, with a significant impacton complex operational workflowsand operators’ day-to-day efficiency.

Process

> Redesigned UX/UI workflow by putting users and their actual operational needs at the center of the process.

> Reduced the number of clicks required to complete actions, making the interface clearer, more intuitive and consistent, while maintaining full compatibility with existing banking processes.

> Introduced reusable patterns across different steps of the workflows to provide users with a more familiar and consistent experience when navigating the platform.

> Implemented WCAG accessibility principles (level AA) to ensure an inclusive user experience.

Solution highlights

Takeaways

An outdated and unintuitive interface,
with convoluted workflows that slowed down
operators’ daily activities and increased the risk of errors.

Simplify the user experience by making it smoother
and more efficient, with a significant impact
on complex operational workflows
and operators’ day-to-day efficiency.

> Redesigned UX/UI workflow by putting users and their
actual operational needs at the center of the process.

> Reduced the number of clicks required to complete
actions, making the interface clearer, more intuitive and
consistent, while maintaining full compatibility with
existing banking processes.

> Introduced reusable patterns across different steps
of the workflows to provide users with a more familiar
and consistent experience when navigating the platform.

> Implemented WCAG accessibility principles (level AA)
to ensure an inclusive user experience.