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The Challenge
Umpqua Bank, a well-known financial institution in the Northwest, sought to modernize its digital banking experience to match its strong in-person customer service. With the rise of mobile and tablet banking, Umpqua aimed to stay ahead of technology trends by launching an intuitive banking experience for the newly released Microsoft Surface tablet.
Key challenges included:
Creating a secure, seamless digital banking experience aligned with customer expectations.
Optimizing touch interactions for financial transactions on the Microsoft Surface.
Designing in a fast-paced, agile environment to iterate and refine quickly.
My Role
As a Senior UX Designer, I focused on:
Designing user flows and interactions for a touch-first banking experience.
Defining information architecture to simplify key banking tasks.
Developing a UI framework that ensured brand consistency and usability.
Prototyping and usability testing to refine the experience in real time.
Collaborating in an agile environment with product and engineering teams.
The Approach
I applied a human-centered design approach to ensure the digital experience was intuitive, efficient, and secure.
Optimized Financial Transactions – Designed the sending money feature with clear, frictionless touch interactions to build confidence in secure transactions.
Touch-First UI and Interaction Design – Created gesture-based interactions tailored for the Microsoft Surface, ensuring seamless navigation for banking tasks.
Customer Trust and Support – Integrated a feedback mechanism in the contact section to enhance transparency and customer support access.
Agile Design and Iteration – Worked in tight sprints, refining designs based on feedback from users and stakeholders.
The Impact
First-to-Market Innovation – Umpqua became an early adopter of Microsoft Surface banking, positioning itself as a leader in digital banking.
Seamless Banking Experience – Customers gained access to a secure, easy-to-use digital platform optimized for modern banking needs.
Agile Execution – The rapid iteration process ensured a user-driven product that evolved with direct feedback and testing.
Designed a seamless login experience optimized for touch interactions, ensuring secure and efficient access to accounts.
Developed an intuitive, touch-first money transfer experience to simplify transactions and increase user confidence in secure banking.
Integrated a feedback mechanism to enhance customer support access, reinforcing trust in digital banking services.