Designing an inclusive, intuitive interface to track credit requests with confidence
Web & Mobile App
Banking & Finance
6 months
Grupo Mutual wanted to modernize its digital credit process, giving customers the ability to track credit requests online in a clear, user-friendly way. The challenge: design for an older, less tech-savvy demographic, while aligning with technical realities of the institution.
UX Research
UX/UI Design
Visual Design
Interaction Design
Prototyping
Usability Testing
Design Documentation
We partnered closely with product, design, and IT at Grupo Mutual to research, prototype, and validate a solution tailored to their customers’ needs.
Audited and benchmarked existing UX
Conducted two rounds of interviews and usability testing
Mapped customer journey and service blueprint
Created wireframes, user flows, and clickable prototypes
Consolidated new visual system and content clarity
Built a scalable platform tailored to both mobile app and web platform
Highlights
We streamlined the experience with fewer screens, plain language, and an accessible layout, especially important for older adults. The end-to-end journey became more understandable and far less overwhelming.
Highlights
The interface was structured to accommodate modular feature releases. From status updates to document uploads, the experience supports an evolving roadmap with minimal rework.
Highlights
We aligned Grupo Mutual’s identity with bold, mobile-friendly interfaces, refining for style, accessibility, and trust. A consistent design system ensures clear layouts and brand cohesion.
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Highlights
Two full rounds of usability testing with internal staff and real customers informed critical refinements. We heard directly from older users, ensuring they felt seen, included, and empowered.
The tracking platform laid the groundwork for Grupo Mutual’s digital transformation. Backed by inclusive research and smart UX decisions, the platform features real-time credit tracking, status alerts, document upload, and agent contact info—all designed for accessibility and clarity.
Today, the solution stands as a scalable, user-tested model for future projects, bridging traditional banking with a more transparent digital future.
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