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.
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.
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.