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:
- increase the speed of interactions between bank, suppliers, and customers
- 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
- 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.
- 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.
01
Dynamic slides
Short description of the benefits of factoring.
02
Benefits
The main benefits with pictograms and short description.
03
Information
We tell about types of factoring using interactive schemes.
04
Reviews
Reviews increase trust.
05
Steps
Receive factoring easily.
06
Comparison tables
We show the benefits of factoring.
07
Documents
We provide documents for detailed introduction with service.
08
Footer
Display news block, provide the opportunity to go to the main
Bank site, make a request or turn to support service.
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.
Style Guide
Typography
Colors
#FF0000
R255 G0 B0
#F9FAFA
R249 G250 B250
#14213C
R20 G33 B60
#000000
R0 G0 B0
UI Kit
Personal cabinet of the Client
01
Login
Client gets on the main page with the most used functional:
information on the factoring agreement indicating the total
funding limit, displaying the balance sheet and the list of
debtors with a funding limit for each of them.
02
Requests
The client sees the last three requests for financing created by
him, keeps track of their status and balance.
03
History of events
Notifications of all transactions in dashboard are shown in the
Events table. The client can set up a filter and switch to
viewing only the type of Event of interest – for example, Funds
Receipts. Additionally, Events can be viewed in the drop-down
list when you hover over the corresponding icon in the top menu.
04
Payments
Statistical information on payments for a selected period of
time and comparatively for debtors is presented in diagrams.
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
Form
One of the main tasks was to create a database for electronic document
circulation. This was taken into account in the design of the forms
that the client fills in when creating a new factoring agreement and
request for funding.
Documents
Documents in DOC, PDF and XLS format can be attached to the
form.
All documents will be stored in the system, attached to the relevant factoring agreement, or request.
All documents will be stored in the system, attached to the relevant factoring agreement, or 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
01
Home page
Information blocks for quick access are highlighted on the main
page of the Dashboard of the Employee: New requests, Factoring
Agreements, Payments.
02
New contracts
The table contains information on requests for registration of
factoring contracts, as well as new contracts in the process of
clearance, that is, received from the client with a package of
documents.
03
Payments
Information on cash flow is presented in the table Payments.
Internal pages
Style Guide
Typography
Colors
#FF0000
R255 G0 B0
#BDC9DA
R189 G201 B218
#F4F7FD
R244 G247 B253
#111854
R17 G24 B84
UI Kit
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