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BMO / Newcomer learning concept

New country.
A clearer start.

Learning how banking works shouldn’t feel like another form to fill out. Our team designed a mobile learning concept for newcomers to Canada. I worked on the UI.

Explore the prototype
BMO learning app concept screens
A team project connecting banking education and practical next steps.
My role
UI designer
Team
Team of four
Timeline
January–April 2023
Deliverable
Mobile app prototype

Start with understanding

Before choosing an account,
understand the basics.

The brief connected two goals: help newcomers understand Canadian banking and introduce them to BMO’s services.

For the learner

Make unfamiliar banking information easier to find, follow, and revisit.

For the business

Create a path from useful education to an informed account decision.

The proposed experience

Choose a language.
Learn a little. Keep going.

Explore the team’s early wireframes and the purpose of each step.

Early introduction and language-selection wireframes
Early wireframes. Open the image to inspect the details.

Let people choose how they read.

The opening introduces the app’s purpose, then offers a language choice before the learning journey.

The design consideration

Language is part of access. It belongs near the beginning of the experience, where people can find it.

Feedback, with specifics

Clear navigation.
Still some unanswered questions.

The team’s feedback grid records positive reactions to navigation, banking guidance, and tutorials. It also points to friction in language settings, scoring, video controls, and account opening.

Read the feedback themes

What worked: clear navigation, simple language options, helpful banking guidance, and informative tutorials.

Needs attention: language-setting placement, rewards and scoring, account opening, and video controls.

Questions raised: data security, redemption details, tutorial timing, score purpose, and bank affiliation.

Feedback grid organized into what worked, improvements, questions, and ideas
The team’s feedback artifact. Open for full size; a text summary is alongside it.

The interface direction

From a lesson
to a practical next step.

The final screens bring together tutorials, transcripts, notes, rewards, and account options. Education leads into action within the same experience.

Final concept screens showing lessons, transcripts, rewards, and account-opening options
Final concept screens. These show the proposed experience, not a live banking product.

Break topics into sections

Lesson cards make the next topic and starting action visible.

Support revisiting

Transcripts and notes sit beside the video experience.

Connect to a next step

Account options give the learner a practical destination.

My contribution

Interface craft,
within a shared process.

I worked as UI designer in a team of four, contributing to the learning experience and its interface. The work demonstrates a mobile concept and prototype, rather than a measured business outcome.

What I’m taking forward

Clarity comes before the reward.

Points can encourage progress, but the learner still needs to understand the lesson and what the score means.

Useful feedback names the friction.

The language-setting placement noted in the feedback gives the team a specific interaction to review.

What I’d validate next

Can a newcomer explain what they learned, find a language option, and understand the next account-related step? Those are proposed checks, not results claimed by this case study.

Complex information.
A more human way in.

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