Design Tips to Increase Satisfaction in Banking Apps – Part 1 of 2

Design Tips to Increase Satisfaction in Banking Apps – Part 1 of 2

Retail banking consumers now prefer using their mobile devices more than any other bank interaction, which makes a mobile app a primary component of overall customer satisfaction. With greater ease switching banking providers at a moment of dissatisfaction, banks need to place extra emphasis on keeping their customers happy and loyal. This starts by giving customers the best tools available and a user experience that helps them access and navigate their banking needs without difficulty. Read more about our design tips for banking apps below. 


For the first section of this two-part series, we will cover examples of best practices that we have seen play a role in facilitating engagement and improving the user experience.

Any questions surfacing as you read? Give us a ring! You can always connect with us here.


Search & Navigation Part 1

Content Part 1

Guidance Part 2, coming soon

Privacy & Security Part 2, coming soon

Appearance Part 2, coming soon



Search & Navigation


According to J.D. Power, ‘Ease of Navigating’ is the key differentiator among top-performing mobile banking apps. If a consumer can find what they need in the app, this often yields a happy customer. This satisfaction can also impact bank operations by reducing calls to support centers with potentially aggravating wait times.


Let’s jump head first into some easily-executed ideas to help improve your app’s search & navigation as early as today.


Easy Login


Biometric logins such as fingerprint, face, or voice can facilitate a client’s access to their account.


Personalization Capabilities


Some banks give the user the ability to customize their application experience to their needs making each visit one that addresses their specific needs.


Using Navigation Icons with Label


An icon is meant to be universally recognized, but in many cases, they are not. It’s always a safe bet to provide a label next to the icon to provide clarity.



Use Plain & Simple English


Avoid using branded names that might be intuitive to your company, but not to a user. In short: use plain English when possible.




Transaction History Search


Most banking apps default to filtering transaction history by date. Giving the user the ability to search their account is one more way to facilitate finding that specific transaction they have in mind.



Appwide Search


Few banks offer app-wide search to locate features & information. It might just be what your clients needed to discover new or undiscovered features.



Clear ‘Back’ Access


Avoid using a home icon or cancel in place of a back.



Autofill/Type-Ahead Searching


We continue to be surprised at the number of banks not make use of this simple yet effective interaction. Your customers will be thrilled to have it implemented.




The content that users access in-app should be concise, easy to find, easy understand, and help them reach their goals—simple right? Here are a few ideas:


Key Information Front and Center


Some applications give users the choice to view account their account balances before login.




Helpful Services


Provide customers with additional services that could help them reach their financial goals.




Real-Time Alerts


Use real-time alerts to keep customers informed on important account updates such as direct deposits, personal information changes, and bill due dates.




Avoid Hiding Information


Some banks hide interest rates behind an extra tap or elaborate application process. Be nice to customers and let them know what they need to know.




Avoid Jargon-Heavy Content


Avoid words such as Debit, Payee, APR — instead use Withdrawal, Recipient, Interest Rate.



Guidance Part 2, coming soon

Privacy & Security Part 2, coming soon

Appearance Part 2, coming soon


Editor’s note: 

We know you’re thirsty for more. Part 2 will be coming very soon! While you wait, check out our latest thoughts on UX Strategy for Banks. 

Have any additional questions or want to discuss what Shockoe can do for you? Click here to connect with us. 

4 Tips in Designing a Retail Inventory Management App

4 Tips in Designing a Retail Inventory Management App

When designing a retail inventory application that will streamline a client’s business, it’s crucial to do a lot of heavy lifting in the preliminary stages of design to ensure that the transition from the client’s old system to their new app is seamless, intuitive, and incorporates just what they need to get the job done right. From concept to delivery, the retail inventory app design process requires research, attention to detail, inspiration, testing, and refining. By keeping the following key points in mind during the design process, you can be sure to deliver a quality app that your client and their employees will love.

1.) Do Your Homework on the Client’s Needs

Prior to diving into a design project, it’s important to ask the right questions in order to understand 1) why the business prioritized this project, 2) the process/tasks employees are being asked to do, and which parts are the most challenging, and 3) how the system (including APIs) works in order to design around limitations or suggest changes accordingly. These questions are crucial, along with other obvious questions, like what equipment/device does the client foresee using, how many stores do they have, how many employees will be using this solution, who has admin privileges, and how will admin use differ from that of general employees? This initial info-gathering stage is key in the design process because having the team and the stakeholders “in the know” is necessary when making a polished, efficient, and effective app that everyone is proud of.  


2.) Find out What the App Users Need 

Once you’re confident with the client-provided requirements data, the interview process should transition from the stakeholders to their employees. Sitting behind a screen, it can be easy to gloss over seemingly minor details, but those minor details can impact the people on the other end and affect their job performance daily.  By focusing on details such as how the user will input data to the app and how they will maneuver around in it, you will be able to design a new system that will be effective and intuitive for all users and will replace outdated systems that might require quirky shortcuts and workarounds. Vital to this step is gathering client data, studying the data, and researching and implementing said research, all the while incorporating your interview results with the employees/users. If you don’t understand their procedures, keep the dialogue going until you understand their daily routine, in order to provide them with the solutions they’re looking for.


3.) Create an Inspired, Intuitive Design

Once you have all the details worked out, start working out the app flow. Put the pen to the paper, the markers to the whiteboard, and let the heavy brainstorms pour inspired innovative ideas. This process will require multiple iterations and failures so you can reach the holy grail of design solutions for your client. In order to achieve this level of design fruition, you will need to research design trends (Pinterest, Dribbble, Behance), your client’s app (if they have one), and their competitors’ apps (if they have them). Expand your design horizon outside of your comfort zone. Don’t be satisfied with safe designs; mediocre designs don’t break any new ground or impress clients. That being said, try not to reinvent the wheel either. It’s great to have inspiration, but it’s up to you to be innovative while also staying intuitive.


4.) Test Your Design, and Redesign as Necessary

Now that you have shiny, impressive, and modern designs, it’s time to test. Your design has to exceed expectations. So, even though you’ve interviewed a variety of people, researched every corner of Google, and spent countless hours in Sketch, Xd, or your design app of choice, you still need to test the app out.

The testing results will likely incur some redesigns, as any good test would. It’s important to ensure that the user flow makes sense, which is why you’ll test your prototypes with the client’s employees. Remember, these employees are the experts in their job field. They know what they need to complete their job successfully and what will make their day-to-day work routine more efficient. Listen to their every complaint, concern, and compliment. Redesigns can be fun. They often make us rethink what we thought we knew or understood. This could be a eureka moment for a designer, their team, and possibly the client. At most, it should only require some simple, but effective, design tweaks in order for the user to know what’s what. So tweak away, tighten it up, and bust out of your design bubble. Find the sweet spot everyone’s looking for and apply your groundbreaking ideas to your designs. Finally, make sure any, and I mean any, user will know how your designs work—intuitively.


Key Points to Remember

Be sure to keep these points in mind when designing an app for retail inventory solutions:

  • Listen: The stakeholders typically have a good idea of what they’re looking for.
  • Answer these essential questions:
    • Why does the business (client) want this app? Know their KPI (Very important!)
    • How does the system currently work? (APIs and integration)
    • What are the client’s current pain points? (This is where we can REALLY help, by improving on what doesn’t currently work.)
    • What works? (What do employees like about the current system?)
    • What type of equipment are you designing the app for? (What type of device will employees use to access the app? Will they need a sling or a harness if they’re unloading a truck?)
    • What is the client’s budget? (A necessary evil.)
  • Follow up. Have constant communication and keep everyone in the loop. Interview the client’s employees to make sure you’re including everything they need to do their job well.
  • Prototype your designs, and see what works and what might need to be tweaked or rethought to make the app intuitive and easy to use.
  • There’s always room for improving the design until you get it right.

Look Towards the Future

Once your super-powered retail inventory app is developed, there will be updates, which require continued communication between you and the client. It’s your job (and ours) to help clients succeed. When our clients are successful, so are we. Together, we can conquer the world—one app at a time.

Editor’s Note: 

If you’re interested in reading about our most recent work for a retailer, check out A.C. Moore Case Study and the Inventory Management App our team has created for this retailer’s team.

You can also watch the full Case Study Video for A.C. Moore here.

Interested in what it would take to kick off your project?

Our experience and core services include strategy & transformation, user experience & design, mobile application development, and API management.

3 Tips to Start Using Motion in Design

3 Tips to Start Using Motion in Design

Motion connects the designers and developers who are working on a mobile application with its users. Scrolling, navigating through screens, and adding or editing content may all be inherent features of an app in 2017, but the app still needs to feel right. UX designers live for the challenge of making an app feel right to the user, and motion is one tool in their arsenal. As Shockoe tackles mastering this tool, here are three tips for how to start thinking about integrating motion into your designs.

Tip 1: Show the Relation

You’ve put in the work, made the sitemap, and even mapped out the flow. You know exactly how to get from Screen A to Screen Z. Do your users? It’s important to make sure your users will be able to navigate the app with the same fluidity you do. Probably the best option for ensuring this is one of the simplest: show your user where the screens are coming from.

Navigating from the leftmost tab to the one on the right? Show that by pushing your current content off-screen to the left, making room for the new content coming in from the right. Google Play Music is a fantastic example of how an entirely new page can originate from a single, much smaller element. It shows the growth of that element into a full page.

Tip 2: Don’t Lose the Users

This touches a bit on the last point, but it is key that you don’t confuse your users or lose them in a complicated motion. If you have too many elements moving in too many directions, or even one element moving too far, you may run into some problems.

An example of what to do and what not to do both come from different implementations of the same feature in different versions of the Android operating system. On devices that ran Android M, there was a hovering search bar at the top of the home screen. This was a great addition, bringing a Google search right to the forefront of the user’s most-frequented screen. As you might expect, the search automatically offered suggestions as the user typed.

On the newest Pixel 2, that search bar has been moved to the bottom of the home screen, just under the app drawer and just above the software buttons. A UX/hardware issue is solved here by allowing users to reach their search bar more easily, but a visual transition issue is created. When the user taps the new bottom-anchored search bar, it acts like before and is now on the top of the screen, populating your autofill search results. This is probably nit-picking and just requires some getting used to, but it makes the search bar feel like more of an “activation” and not a true, transforming element on the device’s screen. That takes away a bit of what made that simplicity in movement so special.

Tip 3: Have Some Fun. Find It, If You Have To

This point applies to everyone in design, but it holds special weight in designing motion as there is so much that can be done. This is more for your own sanity, but it’s very important in every project to have even a little fun, and not nearly enough people value taking a moment to do so. A solid check for this is looking inward and thinking about what you would want to see an app do.

Take 15 minutes, grab your notebook and a pencil, create some sketches, and just … go with it. Look at what’s been done in other apps, what hasn’t, and find what works for you. Don’t limit yourself to the mobile realm for inspiration; consider television shows, video games, etc., as well. The kind of work we’re most proud of is typically the work we enjoy making, so be sure to explore every corner of your creativity when designing motion.

So what are your thoughts?

Hopefully, these tips have helped you start thinking about the ways you can use motion in your designs. In this post, we touched on the basics of motion; we look forward to expanding on these ideas in a future post that dives deeper into the nitty-gritty details on how to make motion work in your apps. As you start integrating motion into your projects, reach out and let us know what you think, if you have any thoughts to add, or if these tips have helped you out in any way.

Editor’s Note: 

Want more tips on Design? Check out our most recent blogs:

10 Commandments of Designing for Accessibility Every Designer Needs to Know

How to Apply Minimalism to Complex Apps

Interested in what it would take to kick off your project?

Our experience and core services include strategy & transformation, user experience & design, mobile application development, and API management.

How to Create Moodboards that Help You Better Understand Your Client

How to Create Moodboards that Help You Better Understand Your Client

For new design projects, blank artboards can strike fear in many designers. Approaching a new task with a blank slate is never easy, especially under a deadline or without a clear objective. That blank rectangle can be the biggest block to any momentum in getting a project moving. But don’t despair! Using mood boards can help kick off any design project and remove the fear of directionless design.

What is a mood board?

A mood board is a collection of style—like color, texture, UI framework, or theme—that visually unifies a set of images. Part of what makes the tool so valuable is how malleable mood boards are to each project. Each board simply needs a cohesive connector that all the elements on the board stem from.

For example, this board shows off monochromatic color schemes:

And this one shows different examples of Google’s material design applied to different screens:


Having a theme to draw them together allows design teams and clients to react to different conceptual directions, allowing for different ideas to be explored early and with little time.

When should you use mood boards?

Mood boards should be implemented early. They are a fairly low-investment tool that you can use to get in step with your client/stakeholder/design lead early on. With clients at Shockoe, we use them early in our design process to get a sense of the client’s needs and tastes while also exploring some potential directions without burning too much time.

Potential times to bring mood boards into projects: Early design discussions, design concept pitching, stakeholder exercises.

How to make mood boards:

There are many ways to develop useful mood boards. When planning out boards, a great way to start is to define your audience. Is the purpose of the mood board for you to discover tones and feels? Is it to guide a client or stakeholder in a certain direction? Defining your audience and purpose will help shape the direction of boards to create productive discussion.

Want to explore different color options? Group different items of the same color to get a feel of the application.

Want to look into different design systems? Show them together, or back to back.

It really helps to have a log of potential approaches and looks to help influence the direction of the project and discuss options before running with a certain design.

I tend to approach my mood boards in three steps: Think, Collect, and Organize.

1: Think

Starting out, I write down as much information as I can. I try to roll up all my knowledge on the project so far and start thinking of things I want to use for inspiration, like colors, products to be inspired by, people or places that should influence or impact the design, or just cool anecdotes I can recall from earlier meetings with a client.

2: Collect

After the brainstorming step, I create a project folder to store assets. I keep anything and everything I find interesting in that folder that could be used in the project. Pinterest and Dribbble are obvious choices when searching for inspiration, but I also find lots of really interesting ideas by looking at different mediums. Furniture, architecture, and game design blogs have all provided great ideas to consider for potential inspiration.

3: Organize

From here, I use my favorite tool for mood boards to collect and organize the different images designers and I have curated: Google Slides.






Google Slides acts as a fantastic repo to collect and organize thoughts. The ability to collaborate with other designers makes the tool even more awesome when working on larger design teams.

When laying out designs, I find it useful to pick a lead image and then build out elements around it. That way when discussing the project with a design director or client, you can orient the discussion around that image and define your intent with a style in that direction.

Presenting boards

The last step of using mood boards in design is getting a sense of which way to run when it comes time to start the actual design process. I’ve always enjoyed the candid and open discussion around mood boards. Planning out how you want the discussion to go will really help create a structured conversation that will benefit both you and the client. By knowing the discussion you want to have around the boards, you are able to ensure that the feedback you receive provides clear direction so you are not left with that dreaded blank artboard rectangle.

If you’re ever in a stalemate about which way a client thinks a project should go, or if you want to feel out some new or riskier design directions, mood boards are a fantastic tool to quickly define a style and explore different routes for the project. Don’t stare at blank art boards—go make mood boards!

Notes from Editor:

You can find more design blogs from our team on our blog page.

[INFOGRAPHIC] 10 Commandments of Designing for Accessibility Every Designer Needs to Know

How to Apply Minimalism to Complex Apps

Virtual, Augmented and Mixed Reality… Confused Yet?

Interested in what it would take to kick off your project?

Our experience and core services include strategy & transformation, user experience & design, mobile application development, and API management.

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