Wealth online & mobile banking redesign

UX Design . Case Study . Figma

Overview : Low enrollment rates and newly added product benefits created an opportunity to rethink the page’s strategy and presentation.

Role : Lead UX Designer

Toolkit : Figma

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UX Research

Background

Wealth Online & Mobile Banking gives Truist Wealth clients a complete view of their financial picture, offering quick access to investment accounts and premium services from virtually any device.

Problem Statement

Clients struggle to find the Wealth Online & Mobile Banking page and the outdated design doesn’t clearly convey the product’s key information.

SEO Research

Our SEO team identified several missing keywords early in the project and advised moving the page to increase search visibility.

Unclear Product Differentiation

The hero copy’s similarity to the personal product’s messaging resulted in frequent client confusion.

CTA Overload

Too many similar CTAs reduced clarity and user guidance.

Navigation Challenges

The page’s URL and placement in the Personal segment hindered user navigation.

Competitor Analysis

J.P. Morgan

Competing Wealth product that organizes client information and services in a similar way

Features :

Page located in the “Wealth management” segment
Dashboard images supporting product features
Transparent visibility into all product benefits and core features

Competitor Analysis

Citizens

Mobile & online banking product that functions primarily as a product landing page

Features :

Leads with “Enroll in Online Banking” as main CTA
Reduced noise, elevated what matters most to the user
Landing page layout with mulitple buttons leading users throughout the experience

User Testing

User testing was conducted on both the previous and updated designs, with targeted questions I provided to better understand key pain points. Over two weeks, multiple participants tested both versions, giving us clear comparative insights.

Previous design

Pain points:

Most users could not locate the product page when navigating from the homepage.
The name “Digital Wealth” caused confusion, and users did not think to search for it when attempting to find the product page.
Users felt overwhelmed by the number of CTAs and struggled to identify the one tied to enrollment.
Outdated interactive components frequently malfunctioned, causing multiple task failures.
Users lacked clarity on how this product differs from other banks and what benefits it offers.

Updated design

Updated features:

Relocated the page under the Wealth segment for improved visibility
Updated the primary CTA to “Enroll now” and placed it in the hero
Added product dashboard imagery and clearly highlighted key features and benefits
Reduced emphasis on secondary products to keep attention on the primary offerings
Utilized fully developed component library elements to avoid development debt and ensure stability