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First Republic Business Banking
Client
First Republic
Role
Senior Product Designer
Platform
Web App
Intro
The scope and scale of the project were massive, with a timeline of three years for an MVP across multiple segments and an aim to completely rebuild the entire logged-in corporate banking experience from a design and tech perspective. As a Senior Product Designer on the team, I was responsible for shaping the foundational UX by defining the information architecture and navigation patterns.
Timeline
- Workflows, high level thinking
- Workflows, core UX, some visual design
- High fidelity design
IA/ Nav/ Design patterns
Dashboard & Design System
Payments
Design Goals
Personal
Prioritize information most relevant to our clients based on their role and industry, reflect First Republic's service culture in the digital experience.
Scalable
Develop an MVP that would work for small business to large corporations
Consistent
Implement a design library to unify client experience of 3rd party integrations and improve engineering efficiency.
Concepts
IThe design team created two distinct prototypes to around the navigation and design patterns. I was responsible for Concept A which embraced side navigation, cards, and drawer design patterns.
Concept A/ home page
Concept A/ balances
Concept B/ home page
Concept B/ balances
User Testing
I created a prototype to test our top-level IA and navigation principles with clients. We focused on task completion and moderated interviews to see if our framework resonated with users.
High-Fidelity Design
Combining our user test findings, we focused on taking our designs to high fidelity by stress testing them against a critical core flow and updating our home page to include a global to-do widget. In addition, we leveraged and refined the desktop design system.
