BSB Factoring
UX/UI design of dashboard & website
Based on received data, we have studied the requirements of the
service’s audience and have prepared users’ scenarios for The Bank,
The Suppliers and The Customers.
Automatization of the process had allowed:
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increase the speed of interactions between bank, suppliers, and
customers
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reduce time on checking documents and consideration of applications
- optimize staff costs of the bank
- increase the amount of appeals and financial turnover
Tasks
Website of Factoring service
Main task of the website – accessible clarify all the advantages of
the factoring by BSB Bank, tell about the process of receiving the
service, make a request.
Dashboard
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Organize and simplify interactions of the client with the bank
thanks to the systems of electronic document management, high
speed of sending notifications, application processing.
- Provide fast communication between the bank and the client.
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Quick access to statistics and reports on factoring operations.
- Status control and states of applications and payments.
Website
We tell about the factoring service of BSB Bank, its features and
advantages.
We use bright accents in design so we can highlight important
information and leave positive emotions from interacting with
website.
We use dynamic interactive elements in website to ease perception
and to attract attention to important information.
Scheme «Open factoring to customers»
Steps of registering factoring application.
We add calculator of revenue calculation so client could see different
variants of getting a loan and choose the most suitable for himself.
Factoring application
When factoring contract application is approved, client gets access to
Dashboard where he can control all operations and keep electronic
document circulation.
Personal cabinet of the Client
Navigation through the dashboards happens by using the top and side
menu. The main semantic categories are highlighted, for example, such
as Orders, Deliveries, Reports.
Additionally, for the sake of clarity, the menu tabs were marked with
icons.
The balance of the application and statistics on the financing limit
are displayed using charts.
Applications may have different statuses changed by the bank employee.
Scenarios
Creating a new factoring agreement
The first login to the personal account of the new user
Creating a funding request
Every site needs a system. Creating individual components makes
product support quick and less time consuming. In the client’s
personal cabinet we use the card system.
Personal dashboard of the Employee