Leading the UX conception, scoping and requirements specification for an international private bank

An international private bank has initiated a strategic modernization of its digital channels to enhance the experience for clients, independent wealth managers, and relationship managers. The goal is to implement omni-channel capabilities across web and mobile while ensuring a consistent user experience and accessibility. Zühlke is responsible for the design and modernization of the bank’s operating software, providing strategic support.

Key Responsibilities:

• Leading UX design and requirements engineering.

• Managing the design team and collaborating with product owners.

• Driving user research (interviews, secondary user research).

• Driving the design system development.

• Creating concepts & guidelines for design and product teams.

• Conducting workshops, defining scope, and backlog management.

• Make sure the solutions are accessible (WCAG 2.2 AA).

Methods & Technologies Used:

• User-Centered Design (UCD) process for usability and accessibility.

• Workshops & UX design to refine user experience.

• Agile methodologies (Scrum) for iterative development.

• Proto-personas, visual design & design system with Figma.

• Project management tools: Jira, Confluence, Miro, FigJam.

Conclusion:

By applying User-Centered Design (UCD) principles, this initiative ensures a seamless and accessible omni-channel experience. Zühlke’s strategic and UX expertise enhances usability, aligns digital channels, and improves the overall banking experience, ensuring long-term success.