In 2010, Citi received the highest marks from Forrester’s User Experience and Functionality Benchmark, which evaluated the online banking sites of the six largest retail banks in the U.S.
On Citi’s redesigned online banking site, in the lower right-hand corner of the customer’s main “dashboard” page is a summary of the client’s biggest expense categories. Users can click through to get to pages that show cash flow, savings goals and progress thereto, net worth analyses and budgeting tools. Customers who choose to use the account aggregation service see their non-Citi financial products, such as a card or mortgage at another bank, mixed in with their Citi account information, so they really do have a dashboard that has all their current information.
This made the redesign more than just a redesign, but catalyst for financial institutions to integrate into user’s lives in a valuable way.
- Photoshop
- Research
- Responsive
- Stakeholder Presentations
- Strategy
- User Experience Design