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Project Focus
BFSI + UI/UX Design
Defining Digital & Physical Journeys for an Add-On Account
Project Focus
BFSI + UI/UX Design

The Collaboration

Kotak Mahindra Bank, one of the largest financial institutions in India came up with a ‘add-on account’ product for their cardholders. It enabled primary users to onboard secondary users unto their account, giving a great opportunity for first-time bankers, or elderly family members to have a safe and secure entry-point. Titled ‘Spendz’, we worked on both the in-app digital journey, alongside communication design collaterals as part of the GTM strategy.

Industry
Consumer | UX Research
BFSI
Platform
Services
UX Research | UI/UX Design | Communication Design
Award
Website/App

Problem Definition

How can we introduce the add-on account product in a clear and concise manner, to users who may not be so familiar with the BFSI industry or modern banking?

The process we followed

01
Discovery Workshop  & Research
02
Key Page  Wireframes
03
Visual Exploration
04
Secondary Page Wireframes + Watch faces
05
Visual Designs
06
Prototyping
07
Design System & Handover
  1. Brief Understanding
  2. User Research
  3. Information Architecture
  4. Wireframing
  5. Visual Explorations
  6. UI Design
  7. Communication Design
  8. Finalisation & Handover

Opportunities discovered

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Crafting a guided learning journey

Designing a structured pathway that seamlessly guides users through their investment education journey, ensuring clarity and coherence in their learning experience.

04
Crafting a guided learning journey

Designing a structured pathway that seamlessly guides users through their investment education journey, ensuring clarity and coherence in their learning experience.

04
Crafting a guided learning journey

Designing a structured pathway that seamlessly guides users through their investment education journey, ensuring clarity and coherence in their learning experience.

04
Crafting a guided learning journey

Designing a structured pathway that seamlessly guides users through their investment education journey, ensuring clarity and coherence in their learning experience.

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