CPN Digital Banking

UX/UI Case Study

Project Context

In an increasingly digital financial environment, cooperatives face the challenge of modernizing their services to better serve a new generation of users who seek speed, accessibility, and the ability to self-manage.

Traditional services, such as loan applications, transaction inquiries, and savings management, often feel cumbersome, which can lead to a poor user experience.

In this context, we set out to redesign the experience of a digital cooperative to improve usability and make its services more efficient, placing the user at the center of the design.

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Problem

The processes for applying for financial products and managing accounts were complicated and unclear, making the services appear inaccessible or unreliable.

Solution

We designed a digital platform with an intuitive dashboard that groups all financial services clearly and efficiently, allowing users to manage their finances quickly and easily.

Key Features and Improvements Implemented

100% Digital Loans

We created a simplified flow for loan applications, with a fully digitized process that allows users to receive disbursements within minutes, without the need for complex paperwork or physical visits to the cooperative.

Savings Account Management

We improved the savings account interface so users can quickly and easily check their transactions and balance, providing immediate access to their financial information with a clean and organized design.

Savings Account Management

We improved the savings account interface so users can quickly and easily check their transactions and balance, providing immediate access to their financial information with a clean and organized design.

Credit Card Applications

We designed an intuitive process for applying for credit cards, with a user-friendly interface and a step-by-step flow, making it easy for users to complete this task without complications.

Creating an intuitive and efficient digital experience

The Design Process

The design process began with a thorough analysis of user needs. We conducted interviews and surveys to understand the most common pain points in using digital financial services.

From there, we developed wireframes and prototypes, working iteratively to ensure that each feature was clear, efficient, and easy to use.

User Flows

Each service within the platform was designed with a simple user flow, eliminating unnecessary steps and providing clear, straightforward navigation.

The goal was to offer a consistent experience that allows users to complete all their tasks independently and stress-free.

Visual Design

We used a modern design with a color palette that conveys trust and security, aligned with the cooperative’s brand identity.

Clear typography, visible calls to action, and a well-organized layout all contributed to creating a user-friendly and accessible digital environment.

Conclusion

The redesign improved the user experience by making financial management easier through centralized services and self-service tools. Optimized user flows led to increased conversion rates, and the feedback was positive. This transformation positioned the cooperative as a modern financial institution, demonstrating how UX/UI design can transform financial services.

"The redesign of our platform has made managing financial products quick and easy, improving user satisfaction and increasing our conversion rate. Thanks to the UX/UI approach, we’ve been able to deliver a modern and reliable experience."
Sofía Contreras

Final App images