How might we…

Take the first step to transform macquarie.com.au into a needs-based retail shopfront, so that it is easy for people to engage with relevant content and increase the likelihood for conversion.

Scope

  • Lead UX/UI designer
  • Art direction
  • Scrum lead for design stream
  • Strategic direction
  • Click rate optimisation
  • Design system management
Discovery phase

Understand the needs of the business and our customers when interacting with the public facing sites and identify where these needs are not being met

Gathering business requirements

Meeting with product owners, developers and customer service personnel from across the business to align and agree on project deliverables and success metrics.

Workshop facilitation

Facilitating stakeholder workshops gave us a closer look at the pain points each team was experiencing with the current website and creating a wish lish of features to prioritise on the future sites.

Qualitative research

We used various research methods to understand the motivations as to what would make users switch banks. Observing and interviewing people across multiple products informed us about their habits and behaviours.

Knowing the strength of our competitors

Being actively across the latest industry trends as well as technology innovation, helped us to adopt new ways of complex problem solving.

Service blueprints

Identifying personas and archetypes' key workflows and identifying opportunity areas for improving conversion from public site thru to the originations forms and backstage processes.

Replays, showcases and demos

Conducting research replay sessions and showcases were an important tool, not only to help inform stakeholders of our progress but to capture any further insights ('voice of the client') that surfaced in that previous fortnight.

Key insights

Addressing customer needs  is more important than ever

1

Why choose Macquarie?

Help me to understand what makes Macquarie uniquely different from other banks.
2

Make it simple

Help me quickly get to relevant facts to decide if Macquarie offers the right solution.
3

Give me confidence

Help me learn thoroughly about a financial subject so I can understand how to make important decisions.
4

Make it human where it matters

Help me get validation from an expert so I can feel confident when making a big decision.
5

Give me the tools I need

Help me easily access relevant tools and expertise in line with my workflow to avoid distractions.
6

A partnership for life

I want Macquarie to be my financial partner, help me to reach my financial goals.
Ideation phase

Generate ideas that inspire newer, better ideas – with our design direction informed by data

Design jams

With our problem space and HMW statements clearly defined we set about rapidly sketching solutions using crazy8 method in a workshop with designers and developers.

Template framework

We locked down a template structure with clear page objectives to ensure consistency and ease of navigation.

Medium fidelity wireframes

With blue wireframes we created clickable prototypes and tested regularly using remote user testing tool usertesting.com.

Information architecture

We conducted card sorting and used tree jack testing to ensure our site was easy to navigate.

Customer journey

Refined our customer journey maps to ensure we had an ongoing asset to refer to.

Stakeholder feedback sessions

Again, throughout the ideation process, it was important to us to ensure that stakeholders were informed of our design decisions that was based on user feedback.

https://www.youtube.com/watch?v=kcpCA8U-mXM
Delivery phase

​Create a robust design system and governance model that will allow us to work efficiently as a team and scale our websites for the future

Art direction and implementation proudly done in-house by an exceptional team of designers. Prior to this project, macquarie.com.au was lacking a robust design system with inconsistent patterns and too many components.

​The redesign allowed us to stock take components, align further with the secure online banking platforms and push the direction of the brand. Ongoing governance required the Design System to have its own JIRA board and agile ceremonies. The design and development teams would meet fortnightly to monitor the performance of components and showcase any suggestions on enhancements.

Results

The feedback

Amanda steered the design team with great leadership so that any dev related questions were swiftly clarified and here was clear alignment between the dev, content marketing and design team which allowed us to hit tight sprint deadlines. I hope we work on another project soon.

Joanne KimBusiness Analyst, Accenture

Great website that conveys a clear and well-articulated message. Format is excellent and the use of graphics with high contrast black and white text is very eye catching. Great site to use.

EdwardParticipant

The website has a great presentation and feel to it, the functions are well presented and it was easy to know where to go next. At no point did I feel like the site was trying to confuse me with an over abundant amount of information.

AmyParticipant

Nice and clear, easy to navigate and find the information I need. I definitely would use this site, especially the home loan calculators, I was surprised at how much I could save.

TomParticipant

The statistics

9

On time and on budget with a record-breaking achievement in CMS migration.

20

The average uplift in customer satisfaction scores across key workflows

4.0

Product and article templates achieving above average Customer Effort Scores.

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