Challenges

How do we bring our users into One View Banking so they can see and manage their finances and future goals across our products and services?

There are retail banking services, investment banking, wealth management, online trading and retirement planning. Each customer have different needs, but most will use multiple features so the experience need to be consistent and seamless, where possible, to delight the users and encourage them to try other services.

Responsive Design:

• Challenge: Ensuring that a website looks and functions well on various devices and screen sizes.
• Solution: Use responsive design techniques, such as flexible grids, templates, and media queries.

Browser Compatibility:

• Challenge: Different browsers may interpret code differently, leading to inconsistencies in the website's appearance.
• Solution: Test the website on multiple browsers and use compatibility with design libraries (Design System) when necessary.

User Experience (UX):

• Challenge: Creating a seamless and intuitive user experience that keeps visitors engaged.
• Solution: Prioritize accessibility to ensure the need are met across several levels of user expections while ensuring a positive, stress free user experience.

Compliance and Accessibility:

• Challenge: Creating a seamless and intuitive user experience that meets WCAG and AOAD compliance.
• Solution: Conduct user testing, design user-friendly interfaces, and prioritize accessibility to ensure a positive user experience

The Approach

Partnering with the Research and Data Analyst teams to dig deeper into insights to help guide design decisions was a critical part of the collaboration process.

In addition to page structure, design components and other assets, I worked with our in-house illustrator to come up with illustrations for errors, blank states, and messaging. All illustrations are reviewed by a larger team before final approval and adding them to our design system as visual components

Empathy:

• Initial Research: To quickly explores ideas, improves clarity, and sparks creativity for better trading designs.
• Personas: Used test durability, refine precision, and visualize scale for stronger, functional designs.

Definition:

• Design Thinking: Empathizing with users, together, uncovers needs, frames problems, and drives human-centered solutions.
• Card Sorting: Card sorting reveals user mental models, improves information architecture, and simplifies navigation. It focuses on intuitive structures for users and directly ties to better UX.

Idiation:

• Sketching: To quickly explores ideas, improves clarity, and sparks creativity for better layout design, page elements and available components.
• Stencil Sketching: When working within the constrainst of a design system a stencil template can be useful as there is little cost for 'throw away' work, and it give an idea of where elemnts are placed.

Prototyping:

• Wireframes: Wireframes map content structure, test navigation logic, and reduce costly redesigns later.
• Variant Designs: Compare variants, measure performance, to optimize designs and align with stakeholders.

Testing:

• Test Participants: Working with internal data and support teams we were able to secure users for testing at various stages. It's not always easy to find test paticipants, but even testing with a few is better than no testing at all.

• A/B Testing: Compares variants, measures performance, optimizes designs.

Results/Conclusion:

BMO clients trust us to guide them on a personalized wealth management journey, where our deep heritage, expertise and award-winning service* provide a foundation for endless possibilities.

Bonus:

Submitting Patterns and Components to the Design System
In order to submit or update design patterns to the Design System submissions are documented, including the Description, Use Case, Solution and Rationale in order to be considered.

The combination of user-centric design, modern visuals, and a seamless user experience resulted in a more competitive and appealing online presence for the company. Ongoing monitoring and potential iterative improvements was maintained and enhanced by future teams.

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