Contextual help fordigital banking

Contextual help for digital banking

Contextual help fordigital banking

ROLE

UX designer

DISCIPLINE

Interaction design

As part of Barclays' wider initiative to make digital banking easier and reduce reliance on assisted support, I worked with AKQA to design contextual help for online banking journeys. I explored interaction concepts, created wireframes and an interactive Axure prototype for testing, and developed detailed specifications for implementation.

Selected work

Desktop interaction exploration
Inline and panel-based help
Step-by-step PINsentry guidance
Detailed interaction design
1 of 3
Desktop interaction exploration
Inline and panel-based help
Step-by-step PINsentry guidance
Detailed interaction design
1 of 4

Guidance when needed

Guidance when needed

Designed different levels of assistance, from inline information and field validation to step-by-step guidance for more complex tasks. Help could be requested by customers or triggered automatically when difficulties were detected.

Designed different levels of assistance, from inline information and field validation to step-by-step guidance for more complex tasks. Help could be requested by customers or triggered automatically when difficulties were detected.

Contextual, progressive help

Contextual, progressive help

Developed a contextual help panel that presented relevant guidance based on customers' progress through a journey. Customers could follow instructions alongside their task, accessing more support when needed without losing their place.

Developed a contextual help panel that presented relevant guidance based on customers' progress through a journey. Customers could follow instructions alongside their task, accessing more support when needed without losing their place.

Designing across devices

Designing across devices

Defined interaction behaviours for desktop, tablet and mobile, considering how customers access and dismiss help. Detailed specifications covered responsive layouts, accessibility and consistent interaction patterns.

Defined interaction behaviours for desktop, tablet and mobile, considering how customers access and dismiss help. Detailed specifications covered responsive layouts, accessibility and consistent interaction patterns.