Our mission for CIBC was to redesign an existing banking app. The main goal was to build an app that is modern while being aware of CIBC’s quite old brand guidelines. Very challenging appeared to be to conduct workshops with over 20 participants.
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The old app gathered a lot of bad comments from its clients as well as from CIBC’s employers. We started by creating workshops. We went through Lean Canvas, competitor analysis, mapped out an existing journey, created flows and user stories.
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After every stage, we made user testing sessions to gather feedback from newcomers.

During our workshop sessions, we started by defining the business strategies and defining a plan to build a better future project. The CIBC team did an outstanding job of idDuring our workshop sessions, we started by defining the business strategies and defining a plan to build a better future project. The CIBC team did an outstanding job of identifying the problems with the current business strategy and finding better approaches that could help CIBC in the future.

We also compiled a list of the current products and services and suggested new ones that could help grow the business.entifying the problems with the current business strategy and finding better approaches that could help CIBC in the future.

The list of future products and business objectives helped us evaluate the project scope. However, it seemed like a lot of work and UX exercises were needed to achieve our goal.

This exercise was designed to help us understand the customer's viewpoint and see the business from their perspective. The exercise was divided into the different areas where customers interact with the app on a daily basis. By gathering customer feedback, we were able to pinpoint the various problems and issues that existed at different touchpoints and actions. It became clear that the old app had received a lot of negative feedback from both clients and CIBC employees.

To create competitor analysis, I chose to follow the same pattern we used for the user journey. We looked at how other competitors approached the same areas and described each screen and reference in detail. This exercise helped us gain a better understanding of the problems and find improved solutions for the old app. It saved us a lot of time and set a clear direction for where we are heading.

To better understand how the current app works, we created several flows based on the existing app.

Our team and CIBC employees collaborated to identify the most common user missions for our app. We started by creating a list of all possible missions that app users could perform and then held a vote to narrow down the list to a few key scenarios. For each scenario, we created a detailed background and outlined the necessary steps and flows. These scenarios were then used as benchmarks during three user testing sessions.

Previously, CIBC had a complicated onboarding and login system. To simplify it, we split it into three different sections: user login, help, and products section. The help section gathers common issues regarding signing in, while the products section offers a comprehensive list of packages to get started with CIBC.
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What we did to improve this section:
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• Added modals to allow users to quickly return to the login screen and resume their tasks
• Moved the onboarding carousel to appear after signing in, as it was found to be confusing for newcomers
• Introduced set of products for specific groups of people
• Used an accordion for product categories to reduce going back and forth while exploring the product list
• Gave the possibility to quickly scroll through the product's main benefits

The home screen had to be reorganized once again as CIBC's old solution of having only one home page and a hamburger menu was not working anymore. The menu had become a clutter of elements that could not find their proper place. To solve this, the best solution was to create 4 landing pages: home, move money, analytics, and "more". The home page was designed to display the products that the client owns, while the move money page lets clients manage their funds. To oversee their activity, clients can use the Analytics page.

What we did to improve this section:
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• To link the cards with the account, we have included visual representations of the cards for easy identification.
• To accurately display each client's net worth, we have created a section that lists their owned products. Clients also have the option to add additional products, which will increase their overall net worth.
• Created a favourited contacts section to make it look more personal
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We have developed a new insight cards system to keep our clients informed about their expenses and notify them if there's any unusual activity. To access the cards, clients can tap on the stack, and swipe them away if they are not required.

The main request was to make onboarding engaging and fun. That’s why we decided to create a separate page with a progress indicator. To make onboarding simple and easy every step could be finished from modal. After completion, clients can go back to the hub page to move to the next task.

Every product deserves its own detail page. To organise it every product page has a transactions list, info section, and separate management space.

After our 2nd and last engagement, to wrap things up we decided to create a reel presenting the new CIBC app.

Take a look!