Primary user Goal

To efficiently and securely maintain a digital repository of banking-related documents, thereby simplifying document management, reducing the need for paper documents, and contributing to HSBC's sustainability efforts.

• Users should be able to access their documents easily and quickly whenever needed.
• Users want to maintain their digital documents in an organized manner, with features like folders or categories.
• Aim to reduce the need for physical paper documents, aligning with HSBC's sustainability goals.
• Create a user-friendly search and retrieval system to find specific documents in their vault.
• Users want a safe and secure place to store their banking-related documents digitally.

My first step as a UX designer is understanding the complete business requirements and goals of a Digital Vault is indeed a crucial in the design process.

• Initiated the meetings with key stakeholders, including product managers, business analysts, and executives to gather insights on the business objectives and long-term goals of the product.
• I have conducted Initial user research and competitor analysis to understand how similar products or services in the market addressing the user needs & best practices they are follwing.
• I have created Initial wireframes based on the findings and business requirements.
• Conducted the user survey by presenting questionnaires and wireframes with the help of bva-bdrc.com gather early user feedback and make informed decisions to create a more user-centered and effective product.

Key Findings

• Overall, the survey indicates that HSBC customers are open to embracing a digital document repository like the Digital Vault to manage their banking documents.
• When rating the vault based on how useful it would be, over 8 in 10 businesses give a score of at least 8 out of 10.