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Financial Needs Analysis

CLIENT: OCBC     AGENCY: ALEPH     ROLE: DESIGNER / ART DIRECTOR     YEAR: 2013

OCBC needed to refresh their existing Financial Needs Analysis tool to be touch-friendly and delightful to use for their Relationship Managers.

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Identify the Problems

Before starting the design phase, we had to define current pain points of the existing app. We went in-branch and immersed ourselves in the experience by being a real customer.

Certain parts of the existing tool worked flawlessly—if it's not broken, don't fix it.

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A Scalable Design Language

To further fit into the entire OCBC design ecosystem, we needed to ensure that we ticked all the boxes for the users, brand and business whilst keeping in mind that our designs would have to be scalable onto other platforms and applications.

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