Corporate Banking Portal & Business Content Style Guide
Enhance business clients' B2B experience, transforming paperwork to digital flows, alongside crafting consistency with the role of a business style guide in shaping seamless user experiences
Product
Role
Project Overview
Responsibility
Development
Tools
Team Members
(7 members)
Duration
Corporate Banking Portal & Business Content Style Guide
UX/UI Designer
1) Corporate banking portal is an online web and mobile application platform from one of the largest bank in Thailand, which specifically targets its corporate and business clients. This portal serves as a digital banking solution which offers a wide range of financial services to meet the diverse needs of corporate customers, increasing convenience and accessibility to support their business operations.
The feature I have developed alongside the business team, developers, and testers include EIPP (Electronic Invoice Payment and Presentment), Promissory Notes (Credit and Loans), Direct Debit, ERP Cloud Integration (Cloud Enterprise Resourcing Planning), Letter of Authorisation Rules, etc.
2) A business content style guide applies specifically for corporate banking portal platforms. It demonstrates a set of product or company specific writing guidelines that shapes the content to be the same way for wholistic consistency of the product, similar to UI designers’ design systems. The style guide is a major reference for UX writers, content designers, and UX/UI designers to follow writing rules to apply for content to the UI elements of user journey. The aspect of content in business style guide covers voice and tone, style and grammars, language, punctuation, formatting, and UI components which the content will be located.
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Translated business requirements into user flows & screens that maintain design & content consistency
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Contributed a business content style guide for the client’s product
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Enhanced user flows and microcopy to the UI elements, alongside research user behaviour of corporate clients experience regarding direct debit, credit and loans, cloud service, and more
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Ensured the consistency of tone and voice of the content and message delivered to users on behalf of the company’s product which correlates with brand identity
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Researched appropriate and suitable forms of language that should be applied to financial business products (B2B)
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Developed understanding of the significance of consistency which influences reliability and identity of the product and company
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Improved knowledge on both Thai and English language in terms of the use of technical terminology, jargons, punctuations, UI components, and formats on website and application of B2B digital products
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Gained deeper understanding of English terminology, using reference from New York Times and Cambridge
Figma, Miro, Jira, Confluence, Microsoft Powerpoint
UX/UI Designers (2)​
UX Writers (1)
Business Analysts (2)
Business Units (2)
5 months
Corporate Banking Portal
User Flow Examples📱
A showcase of intuitive user flows, mapping seamless interactions that enhance usability and guide users toward their goals effortlessly.
Direct Debit Flow
The direct debit flow for a banking corporate portal involves the process by which corporate clients set up and manage automatic payments from their bank accounts to pay bills or invoices to vendors or suppliers. It aims to provide corporate clients with a convenient and efficient way to manage theor recurring payments while ensuring security and accuracy in financial transactions. The steps of making a direct debit include registration, setting up direct debit payments, approval and authorisation, payment confirmation, and payment modification and cancellation.
Key Screens
Promissory Notes Flow
The promissory note flow for a banking corporate portal consists of the process by which corporate clients create, manage, and track promissory notes, which are legal instruments representing a promise by one party to pay another party a specified sum of money at a future date. It is to enhance corporate clients experience in streamlining and securing process for managing their loan agreements and financial obligations within the banking corporate portal.
Below there are 3 promissory note flows which are promissory note issuance, rollover, and repayment.
Key Screens
Business Content Style Guide
Content Overview & Examples 💬
A comprehensive look at content guidelines, including tone, voice, and messaging strategies, with real-world examples to ensure consistency and clarity in UX writing.
Content Style Guide
A corporate business content style guide is created to ensure the consistency of the product. Here, UX writers, UX designers, and UI designers need to follow the guidelines to ensure that the products belongs to the same system across all platforms regardless of different features.
