Postfinance Mobile E-Finance

Prototyping a role based experience for Postfinance's mobile E-Banking App

The goal for Postfinance's new E-Banking was to offer an efficient and well structured solution that would satisfy simple private customers as well as demanding corporate clients.

The big challenge was to optimize online banking workflows taking into consideration the technical limitations imposed by the underlying core banking systems. Our assignment was the design and prototyping of the rolebased experience.

Client Hinderling Volkart AG on behalf of Postfinance AG
Key Activities Prototyping
Status Released
Deliverables Prototyping

Role based experience
The cornerstone of the prototype was a role based experience, allowing to simulate the interface for different types of users without having separate prototypes for each user group.

The requirements very different for users with just one account from those for users managing multiple accounts or even managing private and company accounts. The prototype relied on the separation of data and diplay which was helpful to always be able to display correct data in lists where additions matter. This seems irrelevant, but it matters in test situations where any cognitive distraction should be avoided.

Tabular data
An important challenge was the display of large amounts of tabular data. Most of the data was coming from a core banking system that would deliver it complete with markup. As a consequence we not only presented ideas on the design, but also on the feasability of its implementation, showing possibilities and restrictions of the given context.

The card based approach was received weill by the test users since it allowed for quick scanning and was well suited for searches within the cards.

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