Axis Bank Relationship Manager — CRM App UX Case Study

Axis Bank is the third-largest private bank in India that sells financial services to mid-sized to large companies, SMEs, and retail businesses.

Industry

Banking & Financial Services

Platforms

Android

Expertise & Services

User Research, UI UX Design

The leadership envisioned an array of solutions that could help empower all stakeholders in their journey with next-generation banking tools equipped to resolve user pain points, reduce paperwork, bypass dependencies, and provide a better experience.

Think Design was tasked with the challenge as banking customer experience design partner for Axis Bank.

Axis Bank RM Android app — meetings, tasks and follow‑ups

Our Strategy

The Thinker Approach

Stakeholder workshops helped our team arrive at a shared vision for the approach to the banking customer experience design. This also allowed us a clearer vision of the business and technical challenges right at inception, enabling smoother coordination at every stage.

User perspective was highlighted during the entire design process with aspects relevant to the users’ benefit—creating and developing user stories, journey mapping for banking CX, features, and functions.

Various themes, contrasts, elements, and forms were explored along with brand guidelines to shape a balanced visual branding for the apps.

Insights We Drew/ Insights Inferred

The challenge was to rethink and build a suite of solutions that could empower all stakeholders with banking customer experience design. Interaction design was to be paid attention to, to ensure excitement in the process of entering and consuming transactional data.

Although Axis Bank was envisioning a distant goal to be different from a typical e-Commerce portal, it needed to provide functionality with superior usability, and seamless digital engagement while keeping the brand identity and ethos in place.

Axis RM UX - Frame

Key Strategic Interventions

Simplified Workflows

Simplification of process workflows and information design to enhance usability.

Improved Messaging

Messaging was made clearer and more effective, retaining the existing brand positioning but matching the enhanced presence.

Mobile-First Approach

Catering to new-age users promoted a mobile-first approach which resulted in a responsive layout.

KEY FEATURES

01

Customer App

Allowing customers to experience unparalleled service through engaging and insightful tools helps build trust and credibility. The app provides users with personalized product recommendations and the availability of complete information, enabling them to decide and act accordingly.

02

RM App

To ensure target-based planning and performance, relationship managers (RMs) are empowered with a wide range of automated tools. It arms them with personalized selling capabilities and instant customer service with a seamless sync across various work environments.

03

Self-Service Kiosk

In line with Axis Bank’s new initiatives, the self-service kiosk promises to truly empower all the customers visiting Axis Bank’s key high-traffic branches. Importantly, the digital experience was envisioned to be superior to the personal experience.

04

Account Opening Utility

Going paperless in the age-old application process is just one of the accomplishments of this new-age app; it also captures details smartly and shows status transparently. A next-generation application, creating a huge impact on the life of RMs and customers, by saving valuable time and effort.

05

Credit Card Portal

This customer-centric, self-service credit card portal allows users to check eligibility, apply online, upload documents, and check application status seamlessly. Additional interaction with the Rewards Portal makes for a better experience.

06

Rewards Portal

The Rewards Portal allows users to enjoy a superior experience through user-relevant features and functionalities such as Wish Lists, quick earning, combining reward points, and cash-to-purchase items among a host of other features.

07

Axis Direct

The next-generation trading platform, Axis Direct was transformed considering the emerging user segment in view: new investment users. Thus, a simplified and intuitable platform was born that would educate, enlighten and guide its users in accomplishing their financial goals, by providing access to information, guides, and investment tools.

Axis RM - Key features

DESIGN ACTIVITIES

Insight and Strategy
Workshop

Product
Definition

Ideation

Documentation

Design Iteration
and Evaluation

Design System

Visual Branding

UI Guidelines and
Specifications

Dev. coordination

Product Impact & Outcomes

The apps were launched by Axis Bank in 2013 as part of their digital transformation initiative.

AXIS BANK RM
Intuitive, personalized customer relationship management.
AXIS BANK RM
Intuitive, personalized customer relationship management.
AXIS BANK RM
Intuitive, personalized customer relationship management.
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