CMS CONVERSION, DESIGN LAYOUT, DESIGN ELEMENTS, CONTENT WRITING

REDESIGN Website  

WEBSITE

Overview

Orion Financial needed a redesigned website that reflected its evolution into an innovative, user-focused financial partner. The goal was to create a digital experience that felt easy to use, modern, and interactive, while balancing the trustworthiness expected from a financial institution.

As Lead Project Designer and Manager, I guided the UX/UI strategy, design process, and cross-functional collaboration, ensuring the final product aligned with both user needs and business goals.

Problem

The previous website suffered from:

  • Outdated design with text-heavy pages and minimal interactivity.

  • Confusing navigation, making it hard to separate Personal vs. Business services.

  • Low discoverability of key products like credit cards, loans, and checking accounts.

  • Lack of engagement: the site felt formal, static, and uninspiring.

Old Website!

Goals of the Redesign

  1. Ease of Use → Build a clean, intuitive layout with logical content hierarchy.

  2. Innovation → Use modern UI patterns and micro-interactions to showcase a forward-thinking brand.

  3. Clear Navigation → Create distinct pathways for Personal and Business banking.

  4. Interactivity & Engagement → Design a more dynamic and visually rich user experience.

  5. Brand Personality → Incorporate playful copy, icons, and approachable visuals without compromising trust.

Process & Best Practices

1. Discovery & Research

  • Conducted stakeholder interviews to align on business goals.

  • Analyzed user feedback and pain points from the old site (e.g., “hard to find credit cards,” “too text-heavy”).

  • Performed competitive analysis of modern banking and fintech websites to benchmark best practices in navigation, interactivity, and tone.

Key Insight: Users wanted clarity and simplicity first, but also expected Orion to feel modern and approachable, not corporate or stiff.

2. Information Architecture (IA) & Navigation Strategy

  • Created site maps to reorganize content into two clear categories: Personal and Business.

  • Grouped products based on user expectations (e.g., credit cards under Personal, commercial real estate loans under Business).

  • Tested navigation prototypes with users to confirm discoverability and clarity.

Best Practice Applied: Progressive disclosure — show only what’s relevant at each stage to reduce cognitive load.

3. Wireframing & Layout Exploration

  • Developed low-fidelity wireframes to map task flows such as “I want to open a checking account” or “I want to get a credit card.”

  • Prioritized modular content blocks with bold CTAs (e.g., “I want to…” pathways).

  • Designed layouts to support scannability: grid systems, whitespace, and visual hierarchy.

Best Practice Applied: Task-oriented design — align layout with user goals instead of internal org structure.

4. Visual Design & Interactivity

  • Introduced modern UI patterns (card layouts, hover states, responsive grids).

  • Designed micro-interactions for buttons, hover effects, and navigation to make the site feel dynamic.

  • Applied a fresh color palette, icons, and illustrations to break up text and inject personality.

  • Crafted playful microcopy (“Charge Ahead” for credit cards, “Start Your Engines” for auto loans) to reduce financial intimidation.

Best Practice Applied: Emotional design — engaging visuals and tone to build a stronger user connection.

5. Accessibility & Usability Testing

  • Ensured WCAG 2.0 compliance: contrast ratios, alt-text for icons, keyboard navigability.

  • Conducted usability testing sessions on interactive prototypes to validate navigation clarity and content flow.

  • Iterated designs based on feedback, especially around simplifying business navigation and refining microcopy for clarity.

Best Practice Applied: Inclusive design — balancing fun/innovation with accessibility and trust.

Challenges

  • Balancing tone: Fun and innovative design needed to remain credible in a financial context.

  • Accessibility: Ensuring interactivity didn’t compromise usability for all users.

  • Consistency: Aligning playful copy with clear financial product information.

Outcomes

  • Improved usability: streamlined navigation and modular layouts reduced confusion.

  • More innovative experience: interactive elements modernized the digital presence.

  • Clear product discovery: Personal vs. Business separation made services easier to find.

  • Stronger engagement: approachable visuals and conversational tone encouraged deeper exploration.

  • Positive brand perception: Orion now feels approachable, modern, and innovative.

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