AI Agency

Automize

Automize is the ultimate template for AI automation agencies looking to streamline their operations.

Live Website

Web design

App Design

Client

Framer template

BMO

Year

2024

2023

Project overview

Automize stands as the quintessential blueprint for AI automation agencies aiming to refine their processes. Flaunting a sophisticated aesthetic and wielding robust functionalities, Automize emboldens agencies to exhibit their proficiency and offerings in AI automation.

My Role

I worked as a user interface designer for this project. I collaborated closely with my teammates Juan, Sepideh, Molly, Siyun throughout the project.

Content

Problem

Newcomers to Canada often face challenges navigating the banking system. The existing BMO learning platform was overwhelming, with complex information and limited personalization, leading to reduced engagement and frustration. This highlighted the need for a more accessible and user-friendly solution.

Content

Difficult Navigation

Users found it difficult to use the platform and had trouble finding the information they needed.

Overwhelming Information

The content was too much and confusing, making it frustrating for users to understand financial topics.

Lack of Personalization

The platform wasn’t tailored to users, making it less engaging and the learning resources less helpful.

Goal

The main goal was to make learning simple and easy to use by breaking down complex financial topics. The focus was on improving navigation, offering personalized learning paths, and making information easier to understand. This approach aimed to help BMO keep users engaged, improve their financial knowledge, and give them the confidence to make better financial decisions.

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Goal

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Design Process

Content

Research

Ideation

Launch

Interviews

Lo-Fi Wireframe

Prototyping

Understanding PainPoints & Needs

Testing

Refinment

Refinement

Launch

Interviews

To make sure the solution was user-focused, we created two key personas: Amir and Sophia. These personas helped us understand the specific needs and goals of newcomers, allowing us to design a solution that directly addressed their challenges.

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What We Learned From Interviews

Through user research, we found two major issues with the web platform: too much content that felt overwhelming and poor mobile accessibility. We realized that creating a dedicated mobile app could offer a simpler, more engaging experience, better suited to meeting newcomers' needs.

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Comfort with Banking

Participants had varying familiarity with the Canadian banking system, which informed our decision to create tutorials for different experience levels.

User Goals

Participants' goals varied, with students focusing on budgeting and professionals prioritizing investments, leading to tailored learning paths.

Comprehension

Many participants struggled with financial products, so we created simplified, step-by-step tutorials to enhance understanding.

From Insights to Innovation

Based on user research, we identified key challenges with the web platform: overwhelming content and poor mobile accessibility. We realized that a dedicated mobile app could provide a more intuitive and engaging experience, ultimately meeting newcomers' needs in a more effective way.

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Lo-Fi Wireframe & Flows

The low-fi wireframes acted as a foundation to quickly test and refine design ideas, making sure they met user needs before creating detailed high-fidelity prototypes.

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✨

Connect to Content

Add layers or components to swipe between.

User Testing

We tested the design with newcomers to gather their feedback. Using a feedback grid, we collected insights that helped us improve navigation, simplify content, and add personalization, making the app more user-friendly and engaging.

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In short, we pinpointed the key features the app needed to effectively address user needs.

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What I Learned

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Final Design

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What I Learned

Realized the value of frequent user testing to address the needs of users with different skill levels.

Understood the importance of staying user-focused to effectively solve their problems.

Learned how to collaborate effectively with team members and utilize their strengths to create a successful product.

Recognized how simplicity can make complex financial concepts easier to understand.

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