Case study · Asseco Poland

Rebuilding a core banking experience

Bank advisors serve customers in two systems: core banking for transactions and a workspace for advisory. I led UX for both in 8 cooperative banks and grew the design team from 2 to 10.

  • Banking
  • Enterprise
  • Research
  • Design system

01 Problem

Advisors switched between two systems and searched for the same customer in each. One small mistake in core banking meant starting a task again.

02 North Star

One system the advisor opens in the morning.

03 Action

17 interviews and shadowing in 4 banks, an audit scoring 41%, four fix packages and one design system for both.

04 Effect

-60% first-line tickets. Departures citing the systems -30%.

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