Transforming “Genie” into a
User-Centric Hub: digitised services, accessible, usable, and efficient
Client
Indian Bank
Industry
Banking &
Finance
Services
User Research
UI Design
Timeline
18+ Months
Tools
Delve into our process of enhancing the Genie App, a vital tool for portfolio management and tailored solutions. Through design thinking, heuristic evaluations, and prototyping, we refined features for efficiency and cohesion, guided by user insights from interviews.
This initiative aimed at a holistic enhancement of the application's functionality and user experience.
Used By Internal Employees
1,20,000+
Adopted Across Business Units
12+ Teams
Used Since
6 Years+
This initiative aimed at a holistic enhancement of the application's functionality and user experience.
The Genie Application emerged as a pivotal internal tool, catering to the operational needs of over 150,000 employees within the organisation.
Over a comprehensive two-year project duration, the application evolved into a multifaceted platform, encompassing critical departments such as credit/debit cards, savings accounts, current accounts, FD/RD, rewards, support centres, vigilance, customer care, video KYC, and many more.
The project encountered the complex task of gathering requirements from diverse cross-functional teams within the bank, each presenting unique operational needs and priorities.
Digitalisation Amidst COVID-19
The onset of the COVID-19 pandemic accelerated the need for digitalisation, specifically in customer onboarding and fixed deposit creation processes, compelling a shift from offline to digital formats.
Cultural Adaptability:
Swift adaptation to the specific cultural nuances and operational intricacies of the banking environment posed a significant challenge in ensuring seamless integration.
Usability and User Experience Enhancement
The usability testing phase revealed crucial pain points within the Genie Application, necessitating a focused effort to enhance overall user experience, system efficiency, and productivity.
Our team developed comprehensive solutions to address each finding, ensuring all aspects were covered.
Ensuring UI Consistency Across Sections:
Standardised Design System: Implemented a comprehensive design system to ensure uniform elements across all sections.
Usability Testing:
Conducted rigorous usability testing to guarantee visual coherence and create smooth transitions between
Enhancing Mobile Experience for Relationship Managers:
Mobile Usability Audit: Conducted a detailed audit specifically tailored for mobile usage to pinpoint areas for improvement.
Optimized Mobile Interface: Implemented enhancements to the mobile interface for a seamless experience, prioritizing efficient navigation and quick access to crucial information.
Establishing Layout Consistency for Streamlined Workflows:
Comprehensive UI Audit: Conducted an in-depth audit of the UI to standardise layouts across diverse sections.
Unified Element Placement: Ensured a consistent placement of buttons, forms, and other UI elements, fostering a unified and predictable workflow.
