CMS CONVERSION, DESIGN LAYOUT, DESIGN ELEMENTS, CONTENT WRITING
REDESIGN 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Outdated design with text-heavy pages and minimal interactivity.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
Ease of Use → Build a clean, intuitive layout with logical content hierarchy.
Innovation → Use modern UI patterns and micro-interactions to showcase a forward-thinking brand.
Clear Navigation → Create distinct pathways for Personal and Business banking.
Interactivity & Engagement → Design a more dynamic and visually rich user experience.
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.