Centier Bank

a community bank whose website required a significant overhaul to move forward in the digital space

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INTRODUCTION

PROJECT OVERVIEW

Centier.com serves as the flagship website for Centier Bank, a community bank dedicated to enriching lives through financial guidance for an even better tomorrow. I was brought on as the Lead UX Designer to spearhead the website redesign and lead ongoing optimization efforts.

PROBLEM

At the time, the existing Centier.com was outdated, lacked accessibility, and faced significant challenges in delivering a seamless user experience. In today’s digital-first world, a company’s website must function as a high-performing, intuitive tool that reflects its values and meets user expectations.

OBJECTIVE

My role involved overseeing the website redesign, driving page optimization initiatives, and serving as a UX advocate for both the bank and its users.

DELIVERABLES

  • Spearhead the website redesign

  • Drive page and journey optimization efforts

  • Serve as the UX advocate for both the bank and its users

PHASE I - WEBSITE REDESIGN

Original Homepage (Before Redesign)

New Homepage (After Redesign)

INITIAL KICKOFF & VENDOR PARTNERSHIPS

As with many large, public-facing projects, this initiative involved a diverse group of stakeholders. Over several months, we engaged in brainstorming, strategic planning, product ownership discussions, and vendor evaluations. I played a key role in selecting the ideal vendor to support the initial design overhaul.

Once we partnered with the chosen vendor, we hit the ground running. The vendor contributed to user research, a sitemap refresh, the creation of a new style guide, and initial development efforts. I oversaw the entire process from start to finish, providing UX feedback as needed. Following the completion of this partnership, we transitioned to working with a new development partner.

Building on the groundwork laid by the previous vendor, we collaborated with our new partner to finalize the website designs. This was an iterative, Agile process where I led all design-related efforts.

To ensure a consistent foundation for future web design, I developed the website style guide for Centier.com. This guide established clear standards for design consistency, quality control, and served as a key reference for ongoing and future projects.

WEBSITE REBUILD & QA PROCESS

With the preliminary work complete, we began the process of redesigning the website’s pages. Due to unforeseen circumstances, the entire website had to be rebuilt in just three months — a challenge we successfully met. During this phase, we focused heavily on restructuring the information architecture to enhance usability and page flow.

Following the rebuild, we conducted an extensive QA process involving stakeholders from each banking sector. This process, which lasted approximately two months, allowed us to review and refine the initial webpage designs. While most pages were approved during the first round of iteration, we addressed several challenges through multiple iterations to ensure the final product met our standards.

NEW WEBSITE LAUNCH

As the launch date approached, we prepared for the public release of the new Centier.com. Two weeks prior to the relaunch, we introduced a preview banner on the existing site, inviting users to explore the new site. This feature not only added an engaging element to the project, but also allowed us to gather early feedback on user interactions and prepare visitors for the upcoming changes.

In March 2023, the new Centier.com went live. However, this milestone marked just the beginning. With the new website built on an updated codebase, we unlocked opportunities to enhance the user experience further. We implemented various UX tools, including journey trackers, CTA tags, and heatmapping software, providing us with valuable insights into user behavior — capabilities that were not available on the previous site.

PHASE II - WEBPAGE & JOURNEY OPTIMIZATION

Original Mortgage Page (Before Redesign)

New Mortgage Page (After Redesign & Optimization)

OPTIMIZATION KICKOFF

We convened with stakeholders to establish a clear path forward for optimization efforts. After thorough discussions, we aligned on an Agile, iterative approach, prioritizing key product pages first, followed by a top-down strategy based on page view metrics. This marked the beginning of the optimization process.

THE APPROACH

Each optimization followed a structured and repeatable process to ensure consistency and quality:

  • Identify a page or user journey to optimize

  • Define and align on the business goals of the experience

  • Research competitors for benchmarking

  • Analyze existing data, including heatmaps and user flows

  • Conduct additional user research, such as surveys

  • Collaborate with SEO and content teams to develop updated content

  • Refresh the information architecture

  • Create mockups for the redesigned page

  • Submit for stakeholder and compliance review

  • Launch the optimized page

ONGOING OPTIMIZATION

User experience is a continually evolving process. Once a new page or user journey goes live, we actively monitor performance data and address areas of improvement as needed. When opportunities arise, we conduct further testing and research, leveraging methods such as A/B testing, preference testing, heatmap analysis, and user feedback. This iterative approach ensures that each optimization not only meets business objectives, but also provides users with a seamless and engaging experience.

PHASE III - WEBSITE REBRANDING

Mortgage Page (After Redesign & Optimization)

Mortgage Page (After Website Rebranding)

REBRANDING KICKOFF

In collaboration with the Marketing team, I helped develop a prioritized roadmap, outlining the key pages targeted for the rebranding initiative. After aligning on a strategy to begin with deposit-related pages and then expand to high-visibility pages across the site, we got to work.

THE APPROACH

Because this initiative centered on visual and brand-refresh updates, my primary responsibility was ensuring that all design changes were cohesive, accessible, and consistent with existing user experience standards. This included:

  • Establishing the updated style guide

  • Maintaining accessibility standards

  • Refining and validating new verbiage and CTA’s

  • Safeguarding the overall structure of each page, including layout, content flow, and information architecture

  • Supporting a seamless and familiar user experience

CONCLUSION

PROJECT WINDUP

This project has been the longest and best experience of my professional career. I’ve learned so much, worked with so many people, and truly have made in impact not just for Centier Bank, but for Centier’s users.

FUTURE IDEAS

  • UX is ever-evolving, so continuing to test and optimize will always be at the forefront of my mind

WHAT I'VE LEARNED

  • How to work with larger, cross-functioning teams

  • How to navigate stakeholder feedback

  • UX can heavily be involved in content creation.