Optimizing Amalgamated Bank's digital experience strategy and core web pages.

Live site: Amalgamated Bank

The Problem

Amalgamated Bank lacked a clear strategy in their web experience, failing to effectively communicate their strong brand values, while also struggling with a disorganized and limited design system.

Amalgamated Bank had an existing, messy component library in Figma that was used for their website, and lacked their story and brand essence through the experience. Working within their existing component library was the scope.

the opportunity?

To improve the web experience by making more strategic decisions to component placement and content structure.

Role

Research, UX/UI, Design Strategy

Timeline

Sep 2024 - Nov 2024

Tools used

Figma, Jira, Confluence

Snippets of the process

If you want to learn more about the project, feel free to reach out to me to share more!

Assessing the componentry

Amalgamated Bank's disorganized component library slowed updates. Adcetera designed six flexible, sitewide components for consistency across devices and adaptable future designs.

the homepage strategy

Amalgamated Bank's initial homepage was a short and lackluster page, missing a key storyline. The new homepage highlights the brands story, products and values.

Core Pages wireframed

We wireframed key pages in Figma and mapped others in Confluence but shifted fully to Figma for clarity. As we refined designs, we identified personalization and A/B testing opportunities, which Amalgamated Bank approved.

Key Findings/Moments that impacted the project

When working with external clients, it’s easier to be direct, but internal politics can make it harder to get your point across. That’s why having data to back up every decision is crucial. For example, our sitemap was one of the top 10 most visited pages, and by visually showing how our top services were buried several clicks down, I was able to cut through the internal noise and show executives why this needed attention—despite their initial hesitation, since our previous site took 6 months and a tremendous amount to build.
Adjusting the service structure was a tough task since it required service line leads to consolidate and focus their offerings, which was complicated by personal agendas. To work through this, I conducted some card sorting sessions with numeric constraints on how many items they could place. This helped gather perspectives on the top services, categories and how they should be displayed, allowing us to find a middle ground.

what we wanted our users to understand, feel and do

Understand

We wanted users to learn more about Amalgamated Bank’s social impact, the scale of their work, and the services they offer.

Feel

We wanted users to feel empowered by the brand and a sense of trust from the impact Amalgamated Bank makes.

Do

We wanted to guide users to sign up for the banking account that best suits them, using personalization to help with the process.

Deliverable: the Website

The project resulted in a redesigned digital experience for the Amalgamated Bank website. Strategic opportunities for A/B testing and personalized experiences are currently being integrated using VWO, focusing on personal, small business, and corporate accounts to improve conversion rates.

core strategy

We wireframed and designed several pages, strategizing the core structure for the main pages.

Thanks for reading!

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