Bank of America
Bank of America — an American multinational investment bank and financial services holding company — asked us to provide design recommendations to simplify and standardize the way they track and process their corporate loans.
I was tasked to design a responsive experience that allows clients and employees to easily access and monitor their data.
Role
UI Designer
Team
UX Designer - Shiya Xiao
Creative Director - Titus Parkes
Agency
Deloitte Digital
The Design
With brand colors, imagery, and typography, I was able to bring the BofA dashboard to life. Incorporating design with the functionality of the dashboard, my team delivered a new way for the Bank to interact with their corporate clients.
The Client Dashboard
Click to play:
The Simple Submission Process
The Dashboard is a springboard to all invoice submissions, displaying all current invoices clients may consider for discounting. A series of modules present callouts for balances, payments due, and available credit. The personalized header presents status updates for current transactions. Three tabs allow for the differentiation of information and actions the user may take.
Click to play:
The Basic Function of the Dashboard
The log-in screen is used for authentication upon first entry to guarantee acceptance of privacy considerations specific to BofA. It allows for personalization, messaging and advertising opportunities, and notifications for time-based messages.
The Internal Dashboard
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Fast Access to Client Insights
The Dashboard is a predictive analytics tool. It includes relevant DSO and utilization data from current clients, sorted by industry and country. It provides bank employees with insights into growth opportunities on different scales and the ability to inspect individual clients’ information. The use of color in the dashboard provides bank employees with a more comprehensive understanding of the client’s account.
Click to play:
The log-in screen is used for internal authentication to guarantee acceptance of privacy considerations specific to BofA. It allows for personalization, messaging opportunities, and notifications for time-based messages.
The Basic Function of the Dashboard