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Project Title

Global MyB2B

This is a project of UX/UI design for Cathay United Bank’s corporate users, integrating their website functionalities into mobile App. I incorporated design solutions based on the insight and findings discovered from the user research report. The goal is to satisfy the need for different permission level of users.

Client / 

Cathay United Bank
 

Role / 

UI/UX Designer

 

Agency / 

Cloud Interactive

 

Production - launch /

2018 - 2020

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Solutions of banking app for corporate users

企業用戶於行動網銀要解決的問題

Solutions for Financing Mobility

行動網銀要解決的問題

Design Solutions

設計解決方案

登入後根據使用者權限將首頁分開快速引導

Direct to personal homepage based on role access

根據使用者角色分類資訊及排序任務

Homepage information categorized & prioritized

將在外機動性所需的常用資訊固定在下方頁籤

Frequently used functions based mobilities are fixed at the bottom tab

一鍵完成輕鬆設定常用帳號

Common account settings made easy

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Mobility & Promptness

機動性與即時性

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Flexible Customization

企業戶自訂常用功能

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Classification of Payment

款項的分類與狀態

Persona for Corporate Users

企業用戶於行動網銀的角色需求

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JANE DOE

會計 / Accountant

To be able to check balance anytime, and review the trading history is important. 

隨時掌握餘額,常需查看入帳與否。透過約定帳戶進行轉帳,並需要存款不足的提醒。

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財務主管 / Finance Manager

JOSIE DOE

Need a review list of pending deals, and to be reminded to approve and decline in time. 

覆核是工作重點,會一筆筆看。只關注待核項目,放行前會看餘額夠不夠,並需待覆核的提醒。

Design Solutions

設計解決方案

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登入後根據使用者權限將首頁分開快速引導

Direct to individual homepage based on role permissions & access

根據使用者角色分類資訊及排序主要任務

Homepage information categorized & prioritized based on role requirements

將在外機動性所需的常用功能固定在下方頁籤

Frequently used functions based on mobility needs are fixed at the bottom tab

一鍵完成輕鬆設定常用帳號

Most frequently used account's access made easy

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將帳號依總覽與常用帳戶,台外幣別做快速分類

Accounts are categorized by overview & common, currency are differentiated by tabs/tags

將常用帳戶釘在首頁頁籤裡,減少在外處理帳務的財會記憶帳戶的負擔

Easy access to frequently used accounts, access are easy to set-up & remove anytime

 一鍵進入轉帳流程,簡化網路轉帳流程,改善機動性

Transfer flow are simplified to enhance mobility needs

User Interface Design

使用者介面設計

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​色系/字型系統

Color/ Font System

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TEXT

Andriod/iOS

Numbers

System Font

Roboto

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