Banking UX/UI design of back-office systems.


Banking UX/UI design of back-office systems
  • The product: Banking UX/UI design of back-office systems.
  • The problem: Old-fashioned banking back-office solutions cause a lot of trouble. Banking back-office systems that are usually grey and soulless, created 20 years ago, go against their modern-looking appearance. An outdated back-office reduces the speed, quality, and value customer service could provide. Such core banking solutions demonstrate to banking employees that a modern digital approach is not valued. And despite fancy-looking customer solutions, the inner culture is often negatively impacted by a lack of human-centered solutions. The majority of current banking back-offices are slow, complex, clumsy, and leading the employees to mistakes instead of helping to avoid them, where mistakes literally cost money, clients, and reputation.
  • The goal: Design a new back-office solution design solution is vitally important to ensure that all bank workers feel easy to use it.
  • My role: UX/UI designer, UX researcher
  • Responsibilities: Conducting interviews, paper, and digital wireframing, low and high-fidelity prototyping, conducting usability studies, accounting for accessibility, and iterating on designs.

User research: summary.

I conducted interviews and created an affinity map from interviews and surveys to better understand the users I’m designing for and their needs. I started the research stage by conducting interviews with bank workers. Through this, I found the specifics of my client’s business and motivation for redesigning their existing product.

Pain points.

Banking UX/UI design of back-office systems


Banking UX/UI design of back-office systems

Competitive audit.

At this stage, I analyzed the competitor companies and their core-banking solutions. I analyzed their advantages and weak points in the customer experience. This provided a clear view of the industry background. Our bank uncovered huge opportunities to differentiate their banking product as the majority of current back-office products offer inconvenient and out-of-date solutions. This inspired me to move forward to offer the industry an absolutely new approach with a completely reinvented product.


  • Paper wireframes
  • Digital wireframes

Paper wireframes.

While architecting the key screens, I had to keep in mind all the scenarios of the solution that affect its hierarchy and usability. The first wireframe I started with was a dashboard for a Customer Service Specialist. To reach the optimal solution, I modified it multiple times.

Banking UX/UI design of back-office systems

Digital wireframes.

As the initial design phase continued, I made sure to base the screen design on feedback and findings from the user research. Easy navigation was a key user need to address in the designs.

Banking UX/UI design of back-office systems

Usability study.

I conducted two rounds of usability studies. Findings from the first study helped guide the designs from wireframes to mockups. The second study used a high-fidelity prototype and revealed what aspects of the mockups needed refining.

Banking UX/UI design of back-office systems


  • Mockups
  • Accessibility


Banking UX/UI design of back-office systems Banking UX/UI design of back-office systems

Accessibility considerations.

Banking UX/UI design of back-office systems

The whole work took 6 months.


Ways to contact me.

If you have any questions, suggestions or ideas that you’d like to share with me, I’d love to hear from you. I’ll do my best to respond to your message as soon as possible.

    By clicking on the button, I agree to the privacy policy