Crafting meaningful digital experiences

I'm Amit Verma, a design leader and UX designer. I help companies craft products people truly love. By blending user research, design strategy, and thoughtful experiences, I turn complex challenges into intuitive solutions that drive both delight and impact.

13+Years experience
4Global companies
50+Projects shipped
Portfolio

Selected work

EASY INVEST · FIDELITY Start investing from £25/month Stocks Funds ISA

Easy invest

Designed for those new to investing, lowering the barrier to start their investment journey.

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ICICI Bank Savings Account ₹ 2,45,800 Fixed Deposit ₹ 5,00,000 Home Loan EMI: ₹ 18,500 Personal Loan Due: ₹ 12,450

ICICI Bank loans

Redesigned the ICICI Bank loans website to streamline the application process and improve conversion rates.

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BUTTERFLY

Butterfly

A personal project exploring elegant interaction design and delightful micro-experiences.

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AI MEETING SUMMARY Key Action Items Follow up on portfolio review Schedule next quarterly meeting Update beneficiary information Send to CRM Edit Summary

AI meeting summary

Leverage Gen-AI to transform data from client meetings into clear and concise summaries.

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BUSINESS METRICS +38% Revenue 12.4k Active users 94% Retention

Business metrics redesign

Transforming the key business metrics into powerful tools that resonate deeply with our advisors and empower them to make informed decisions.

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ADVISOR COMPASS 142 Net Clients $2.4M Net Flows 87% Goal Progress

Advisor compass

Redesigning key business metrics for a unified and impactful advisor experience.

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Messages Inbox Fund transfer Resolved instantly Account update Resolved instantly ISA query Resolved instantly

Messages

Empowering customers with instant self-service solutions that eliminate delays and reduce reliance on secure messages.

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IMF DATA PORTAL 3.2% Global GDP $94T World Output 190 Countries

IMF news & data visualization app

Designed the International Monetary Fund portal app — a financial dashboard for global economic data and reporting.

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Upcoming 🎂 Mom's Birthday Tomorrow · Send wish 🎄 Office Party Dec 20 · 12 attending 💍 Anniversary Jan 5 · Plan event

Wishes & events

A mobile app for managing celebrations, sending wishes, and organizing events with friends and family.

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POWER BI · REDESIGNED COMPONENTS 72% Completion

Reports & dashboards

Interactive Power BI reports delivering holistic views of client and practice data for smarter advisory decisions.

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How I work

Design methodology

Effective design is a confluence of technology, business, and user understanding. Grasping the full process surfaces insights that shape better products — but process alone isn't enough. The right mindset is what turns understanding into impact.

View design process
Heart-shaped design process framework — Empathize, Define, Ideate, Prototype, Test, then Fix, Quality check, and Design handover

Meeting summarization

Generative AI is reshaping digital workflows across industries. In financial advisory, one of the most time-consuming tasks is documenting and summarizing client meetings.

Role
Lead UX Designer
Tools
Figma
Released
2025
Domain
Financial Services · GenAI

Problem

Financial advisors spend a disproportionate share of their time on administrative documentation — writing meeting summaries, extracting action items, and drafting follow-up emails — rather than on the relationship work that drives client satisfaction and business growth.

Admin & Compliance

40%–59% of time consumed by documenting meetings, extracting action items, drafting follow-ups, processing forms, and ensuring regulatory compliance.

Meeting Preparation

Advisors invest two or more hours gathering data and modeling scenarios for every one hour spent with clients.

Client Relationships

Direct client engagement represents only a minority of the week, constraining opportunities for relationship building and referral growth.

Solution

Gen AI powered meeting summarization enables advisors to consistently deliver client experience interactions that is 4+ time in a year with a differentiated, branded experience embedded directly into their workflow.

It enhances client engagement by simplifying the capture and synthesis of conversations, freeing advisors to focus on meaningful interactions while improving practice efficiency and unlocks new opportunities to automate and streamline post-meeting workflows, further improving productivity and scalability.

By automating these processes with Generative AI, firms can reduce administrative burden, improve client satisfaction, and drive measurable business outcomes.

Design process

How I navigated this project — from discovery through to testing and iteration.

Product Discovery
1 week
Research
2 weeks
Design Sprint
1 week
User Flow
2 days
Design
1 month
User Testing
2 weeks

Research & discovery

Before any design decisions were made, we conducted a structured discovery phase.

  • Understand the current workflow: What do advisors do in the 30–60 minutes after a meeting?
  • Identify emotional pain points: Where does frustration or time pressure peak?
  • Surface unmet needs: What would advisors do differently if constraints were removed?
  • Understand client expectations: How do clients experience the delay?
Contextual InquiryModerated Interviews

User personas

User Advisors Staff
MR
Marcus Reid
Financial Advisor · Age 42
HNW-focused

“I need to be fully present for my clients, not half-distracted by note-taking.”

Goals
  • Deliver high-touch service to HNW clients
  • Complete documentation without overtime
  • Maintain a seamless client experience
Pain points
  • Cannot capture nuanced notes during meetings
  • Documentation extends his day by 90 minutes
  • Generic follow-ups dilute his premium positioning
TJ
Tim Joe
Financial Advisor · Age 29
Growth-stage

“I'm still building my client book. Every follow-up is a chance to prove my value.”

Goals
  • Grow relationships through consistent touchpoints
  • Build structured habits around CRM hygiene
  • Demonstrate expertise through quality comms
Pain points
  • Overwhelmed by meeting and documentation volume
  • Inconsistent follow-up quality undermines confidence
  • No reliable system for capturing action items

Existing experience

Mapping the current post-meeting workflow end to end surfaced a chain of manual handoffs — eight stages across the advisor, the team and the client before the client finally hears back.

Post-meeting experience journey

Advisor · team · client — as-is
1Recall
Advisor recalls the meeting
Hopeful but wary
2Delegate
Notes handed to the team
Losing the thread
3Document
Entered & reviewed in CRM
Frustrated
4Finalize
Logged & plan published
Tired of logging
5Deliver
Client receives follow-up
Relieved but late

Where it breaks down — the pain points

Heavy documentation burden

Advisors lose hours writing summaries, extracting action items and drafting follow-ups — time taken away from actual advice.

Slow prep frustrates clients

The week-long chain of manual handoffs means clients wait far too long between the meeting and a usable follow-up.

Costly review & approval loops

Reviewing the meeting notes and signing them off takes repeated back-and-forth, adding effort at every step.

Low client satisfaction

Delays and inconsistent follow-through erode the responsive, high-quality experience clients expect.

Rising client attrition

Left unaddressed, a slow and effortful post-meeting experience ultimately drives clients to leave.

Insight from the workflow

A single client conversation passes through eight manual stages and three sets of hands — advisor, team and client — before the client hears anything back, and the round trip can take close to a week. Advisors lose hours to writing summaries and re-keying tasks instead of advising, approvals stack up in repeated review loops, and the value of the conversation cools while everyone waits. The result is a slow, inconsistent follow-up that erodes client satisfaction and, left unaddressed, drives attrition.

8manual stages
3sets of hands
~1 weekmeeting to client

Design challenge

How might we redesign the advisor post-meeting workflow so that documentation becomes effortless — freeing advisors to spend their time on what genuinely moves client relationships forward?

Information architecture & task flow

How an advisor moves from a finished meeting to actioned follow-ups — mapped from the flows in the prototype above.

Consent & capture
Advisor enables recording and transcription at the start of the call; every attendee is notified before capture begins.
Start
The meeting ends — AI drafts the summary
Access points
Meeting summary can be accessed from CRM & Client viewer (Phase 2)
Engagement
Meeting header & consent
Date & durationWhen the meeting happened
Contact namesWho attended
AI consentRecorded with permission
Summary
Editable AI summary
Summary sectionsProfile & planning updates
Client responsibilitiesWhat the client will do
Advisor responsibilitiesTasks to action
Verify & approveConfirm accuracy
Workspace
One summary, three outputs
RecommendationsTurn talk into CRM
ProspectsOpportunitiesCreate prospectCreate opportunity
Client letterBranded follow-up
LetterheadLetter bodySend to client
TranscriptVerify the source
TextTeams videoSearch
ActionsQuick controls
EditCopyView transcript
Outcome
Advisor acts in minutes
Create noteSaved to CRM
Create taskAssigned & tracked
Follow-up sentClient hears back fast
Time savedLess admin, more advice

Design solution

The GenAI meeting-summary experience surfaces an editable summary, client and advisor responsibilities, and one-tap actions — all inside the advisor’s workflow. Try the interactive prototype below.

Interactive 1440px advisor meeting summary app in a MacBook Pro frame, with a scrollable screen, tabs, illustrated avatars and unchecked advisor task boxes.

John's household Q1 meeting summary Aliza Grant
John Mercer
John's household Q1 meeting summary
12 Sept 2024 12:20 PM 60 minutes
View meeting details
Sarah Mercer EM JM +1
Meeting summary
Client responsibilities
  • Locate and send over the current life cover policy documents for both John and Sarah.
  • Confirm John's new salary, bonus and equity terms once the contract is signed.
  • Agree between yourselves how much of the Devon proceeds to ring-fence for Ella.
  • Book an initial appointment with a solicitor to update both wills.
Advisor responsibilities
0 selected

Impact and value delivered

Value delivered

For clients

  • More timely and relevant advice
  • Clear, concise summaries of discussions
  • Better understanding of next steps and actions
  • A consistent, high-quality experience across interactions

For advisors (practice)

  • Greater operational efficiency and time savings
  • Increased revenue and client value
  • Stronger practice protection through better documentation
  • Reduced client attrition
Impact metrics
60%
Reduction in documentation effort
Increase in client retention
Increase in client satisfaction
Increase in advisor productivity

Secure messages

Enhancing the customer experience through secure messaging — reducing friction, wait times, and operational costs.

Role
Lead UX Designer
Tools
Sketch
Released
2019

Understanding the problem

Secure Messaging enables customers to write messages directly to the company — ensuring a secure and efficient communication channel.

75%

Journey completion rate — most customers who start the "Write a message" journey successfully send one. However, a customer service agent takes around five working days to respond.

Impact on users & business

Users

High volume of messages because customers can't find answers through self-service. This leads to long wait times and follow-up calls.

Business

Each follow-up call translates into additional operational costs — time, resources, and manpower spent on avoidable inquiries.

Analytics

Top message categories by volume.

Procedural Info
5,122
Chaser
2,448
Change of Address
1,597
Web Issues
1,512
Charging Queries
1,378
Account Closure
1,261
MSP Amendment
1,208
Client Information
1,167
Client Details
1,120
Adviser Linking
1,119

Why are customers sending so many messages?

Customers struggle to find the right information through self-service.

Many queries remain unanswered, leaving no choice but to write.

Help & Support is underutilized due to usability gaps.

What is the problem we're trying to solve?

HMW

How might we reduce the necessity for customers to send secure messages?

HMW

How might we provide instant replies instead of making customers wait 4–5 days?

HMW

How might we help customers find and use relevant information more effectively?

New workflow

A contextual help approach that intercepts the message journey with self-service answers.

New workflow
1
Write a message

Customer initiates the journey. A pause moment is introduced.

2
Search & popular topics

Page 1 surfaces search and popular topics. If answered, journey closes.

3
Choose subject & title

Customer selects a predefined subject and title.

4
Contextual questions

Popular questions based on subject — a second chance to self-resolve.

5
Write or resolve

If still not found, the customer writes their message.

Prototype

Walk through the redesigned secure messaging flow.

Inbox — Messages list
Inbox — Messages list
Select a subject
Select a subject
Select a title
Select a title
Popular questions by title
Popular questions by title
Before you send — Topics
Before you send — Topics
Search results & answers
Search results & answers
Related questions
Related questions
Message sent successfully
Message sent successfully
1 / 8

Post release feedback & learnings

After launch, we tracked secure message volume over six months.

January 2021 — Before

3,000
Secure messages per week
0.28%
Web visits resulting in a message

June 2021 — After

1,500
Secure messages per week
0.2%
Web visits resulting in a message
50%

Reduction in weekly secure messages

Key outcomes

Web traffic increased throughout Q1, but we managed to reduce secure message volume.

Online content has been rewritten and changes made to help findability.

30 actions identified through the Continuous Improvement programme.

Advisor business metrics

Enhancing the advisor performance by redesigning the key business metrics and delivering unified and impactful advisor experience.

Role
Lead UX Designer
Tools
Figma
Duration
3 Years · Multi-phase

Project overview

The business metrics — such as clients acquired, financial plan counts, and net flows — reflect the performance of advisor practices and firms, indicating their progress toward annual goals.

As part of our new strategy, we conducted research to clearly identify the metrics and data that advisors prioritize for their businesses. Additionally, we pinpointed opportunities for incremental engagement.

This extensive project spanned three years and included multiple phases, ensuring comprehensive insights into advisor needs.

Problem scope

Current metrics are insufficient to understand the category's overall performance.

Users are seeking an alternative arrangement or organization of items.

Users are overlooking the specific actions they can take.

The new design system has yet to be integrated into the current framework.

The objective of the upcoming redesign is to enhance and broaden metric capabilities throughout the entire application — ensuring they contribute significantly to improved insights and user experience.

Research goals

01

Deepen the understanding of the daily activities of Advisors, including their roles, responsibilities, and challenges.

02

Explore how the proposed solution will seamlessly integrate with Advisor Compass and My Practice platforms.

03

Utilize the survey to launch stakeholder meetings and brainstorming, encouraging collaboration and idea generation.

04

Conduct concept testing with Advisors to collect valuable feedback ensuring alignment with their needs.

Tasks

User survey

Quantitative research to identify which metrics advisors prioritize most.

User interviews

Qualitative conversations to understand pain points, workflows, and unmet needs.

Design feedback

Concept testing sessions to validate direction and collect actionable insights.

Business metrics redesign

Rebuilding key business metrics as a reusable Packaged Business Capability — turning static numbers into a scalable, action-oriented experience advisors can rely on.

Role
Lead UX Designer / Design Owner
Tools
Figma · UserZoom
Duration
3 Years · Multi-phase

Problem

Key business metrics — Net clients acquired, 4+ days of contact, Goal-based advice, Net flows, Total GDC — show the health of advisors and their practice against annual goals.

In the original dashboard the metrics were insufficient — advisors could not see a category's overall performance or the dynamics underneath it. The arrangement and grouping of items missed what advisors expected, the actions available from each metric went unnoticed, and the metrics worked in isolation from the wider application.

Solution

We reimagined this experience and rebuilt it as a Packaged Business Capability (PBC): a self-contained, reusable component that drops into any platform across the advisor ecosystem instead of living inside a single product.

Delivered over a multi-phase program spanning roughly three years — structured so each stage deepened our understanding of advisor needs before the next began.

Design process

How I navigated this program — from discovery through to testing and iteration across the multi-phase delivery.

User Survey
2 weeks
Research
3 weeks
Ideation
2 weeks
Wireframes / UI
6 weeks
Design Feedback
Ongoing
Refine
2 weeks

Research goals

Who we designed for

Financial advisors managing a book of client relationships, who check the Advisors homepage between meetings to answer one question — “how is my practice tracking against goals, and what should I do next?” They’re time-poor, target-driven, and juggling the Advisor Compass and My Practice apps, so the metrics had to be fast to read and act on.

01

Deepen our understanding of advisors' daily activities — their roles, responsibilities, and the challenges they face.

02

Explore the Advisor Compass and My Practice apps to ensure the solution integrated seamlessly with both.

03

Use the survey to launch a stakeholder meeting and brainstorm, sparking collaboration and idea generation.

04

Run concept testing with advisors to gather feedback and confirm alignment with their real needs.

Research tasks

User survey

The metrics displayed on the Advisors homepage had been improved over time to better support advisors in reaching their annual goals.

To go deeper, we conducted thorough research aimed at uncovering which metrics and data advisors find most valuable for their business strategies — and at exploring opportunities to foster greater engagement with them on the platform.

Total GDC94
Net flows88
Goal-based advice82
4+ days of contact78
Client acquisition73
The five metrics advisors rated most important, from twelve tracked. Composite importance score.

User interviews

Conversations that exposed advisors' roles, workflows, and the challenges behind the numbers.

Design feedback

I organized moderated sessions with our advisors on the UserZoom platform to evaluate the designs of the key business metrics and to analyze the overall user-flow experience.

During these sessions we held in-depth discussions to gather valuable insights and feedback.

The existing experience

Metrics were insufficient

Advisors couldn't see a category's overall performance or its underlying dynamics.

Organization missed expectations

Survey findings showed users wanted a different arrangement and grouping of items.

Actions went unnoticed

Users routinely overlooked the specific actions they could take from each metric.

No design system

The new design system had not yet been integrated into the current framework.

Metrics worked in isolation

Disconnected from the wider app, limiting their effectiveness and impact.

The redesign set out to broaden these capabilities across the entire application — so the metrics could drive better insights and a stronger experience end-to-end.

The design challenge

As part of a new strategy, we worked to pinpoint the metrics and data advisors genuinely prioritize — and to surface opportunities for deeper, incremental engagement. That focus distilled into three guiding questions.

How might we

Enhance the metrics so advisors understand the data better?

How might we

Turn raw data into actionable insights for advisors?

How might we

Transform these metrics into a scalable strategy?

Ideation

I developed several variations of the metrics. These were presented and thoroughly discussed with key business stakeholders and technical leads to gather their insights and perspectives.

After careful consideration and collaborative deliberation, we selected the most promising option to test with users and gauge its effectiveness.

  • Design studio workshops
  • IA exploration
  • Visualization experiments
  • Concept sketches
Key insight
"Three distinct information architectures were explored. Advisors consistently preferred a progressive-disclosure model over dashboard overload."
Chart explorations for metrics
Variant 01 Gauge · goal-based
Variant 02 Value-first · YOY delta
23↑ 5
Variant 04 Bars · segmented
Variant 05 Donut · % complete
Top five metrics
Metric 01Client acquisition
Metric 02Client contact
Metric 03Advice
Metric 04Flows
Metric 05GDC

Information architecture & interaction

The solution is a flexible, reusable widget. Each card surfaces a single metric against its annual goal; selecting it reveals deeper insight and the actions an advisor can take — right where the data lives.

1 Notice
Client acquisition
$100K+ groups acquired
Annual goal is 25
14of 25
↓ Behind pace · 3 to catch up
The card flags progress at a glance.
2 Understand & act
Act
Recommendations

Reach out to 3 prospects nearing the $100K threshold

AI surfaces the next best move — a timely follow-up historically converts within 21 days.

Understand
Breakdown

Underlying KPIs and 12-month trend.

14YTD
6Last year
+8YoY
Explore
Linked reports & dashboards

Deeper reporting, one click away.

Design solution

Design principles that guided every decision
"Rather than designing features, we designed for advisor confidence — each decision traced back to the core question: does this help an advisor act faster and more accurately?"
  • Phase 1 redesign introduced a refreshed experience and a capability that could be linked across multiple applications, including Advisor Compass and My Practice.
  • Phase 2 transformation elevated the overall appearance through a new design system aligned with our brand identity. Key enhancements included:
    • A fresh visual system with modern typography, color palette, and layouts
    • Restructuring of the content hierarchy to improve organization and flow, enabling users to navigate information more intuitively
  • Phase 3 innovation focused on Practice Growth Insights — an AI-based capability delivering personalized actions that help advisors achieve their business goals. This phase introduced intelligence-driven guidance, turning design into a strategic enabler of advisor success.
Mockups coming soon
Final screens of the redesigned metrics will be added here.

Testing & iteration

Concept testing with advisors on UserZoom, plus stakeholder reviews across each phase, sharpened the design. Three findings changed the direction the most.

Finding 01

Dashboard overload didn’t land

Across three information architectures, advisors consistently preferred progressive disclosure over an everything-at-once dashboard. We led with a single metric per card and moved depth into a drawer.

Finding 02

Actions went unseen

Users overlooked the actions attached to each metric. We surfaced a clear next step (“reach out to 3 prospects…”) directly on the card, turning numbers into prompts.

Finding 03

“Am I on track?” came first

Advisors judged performance against goals, not raw values. We reframed every metric around progress vs. target with a YoY signal, which tested as far faster to read.

What changed — measurably

Measured 90 days post-launch. Figures are directional — other initiatives ran in parallel, so they show contribution rather than sole cause.

Revenue change
~+18%+38%
+20 pts
Active users
3.1k12.4k
4× growth
Retention rate
71%94%
+23 pts
Time to insight
4.2 min45 sec
82% faster

Reports & dashboards

Interactive Power BI reports delivering holistic views of client and practice data for smarter advisory decisions.

Role
Lead UX Designer
Tools
Figma

Overview

Advisors leverage interactive reports to gain a holistic view of both client and practice data, enabling dynamic analysis and deeper insights into portfolios and firm performance.

  1. Created a coaching experience (dashboards and AI workflows) for field leaders and coaches.
  2. 15+ Power BI reports designed and delivered — transforming how advisors interact with business-critical data across multiple practice areas.
  3. Redesigned the default Microsoft Power BI components to create a more advisor-facing design system — ensuring consistency, usability, and alignment with the broader product experience.

Goals

  • Consolidate the metrics that matter into a single, at-a-glance view across acquisition, retention, and portfolio health.
  • Improve visual hierarchy so advisors immediately see performance against their goals.
  • Enable drill-down from summary KPIs into granular, tabular detail.
  • Establish a consistent visual language — shared chart types, colour, and typography across every report.

Information design

  • Chart types: Pie, donut, bar, and line charts used to visualize distribution, trends, and comparisons.
  • KPIs: Consolidated indicators provide at-a-glance performance tracking across acquisition, retention, and portfolio health.
  • Data tables: Structured tabular views ensure transparency and allow advisors to drill down into granular details.
Colour range
Categorical palette
#2A699A
#76BCB6
#F7A44A
#A188C2
#9CDFE9
#C26493
#FFD261
#AFC84A
Status (red / amber / green)
#BF3753
#FFC84B
#5EBF6E

Designs

High-fidelity dashboard screens are in progress and will be added here.

Designs — coming soon
Final dashboard screens will be added to this section.

IMF news & data visualization app

Revamping the IMF's news and data application to bring global economic insight to students, professors, economists, researchers — and anyone curious about the world economy.

Completed
01 March 2015
Live
01 Jan 2016
Service provider
Cognizant Technologies, Mumbai
Client
IMF

About the IMF app

IMF planned to enhance and showcase IMF.org's mobile capabilities by revamping their news and data application, distinguishing their corporate and public presence from other institutions. The intent was to make content available to stakeholders through different media channels and strengthen the IMF's transparency and outreach.

The objective of the IMF News and Data mobile application is to let users access news items and publications, track IMF events, analyse financial and economic statistics, and stay connected with their social network. This initiative improves the IMF's efforts to strengthen global and country-level traction for its policies, and to create greater awareness and understanding of the IMF's mission, role, work, and ideas.

The IMF News and Data app would be of use to students, professors, economists, researchers and anyone looking to learn more about global economic news, indicators, and trends — as well as to browse IMF reports, books, and videos.

Content and features include
News Country information & analysis Events Photos, videos & multimedia Social media Data visualisation Publications

Expert review on the older app

As technology emerges every day, change is required for everyone to keep in sync. The older IMF app was outdated and built for iPad only — so most users were out of reach.

Expert review — older IMF iPad app screens

Old iOS app

Limitation

The older version of the IMF app supported only iPad and was built on outdated iOS.

Limitation

The user interface was not well defined and not intuitive for its users.

Information architecture

The app was structured around eight top-level destinations, each opening into its own set of content and tools.

Home
News
Breaking NewsFeatured NewsRecent NewsNews Types
Country Info
What’s NewKey IndicatorsCountry SurveillanceCountry NewsCountry EventsPublications & Reports
Data Analysis
Global ViewCompare CountriesDetailed Charts
Trading Game
Landing PageIntroPlay Game
Publications
Featured PublicationsRecent PublicationsAll Categories
Videos, Photos & Podcasts
VideosPhotosWebcastsPodcasts
Events
Event CategoriesSummary View
Social Media
Social Channel

The redesigned app

The new app brings news, multimedia, data visualisation, country info, social, trade, publications, and events into a clean, modern interface — responsive across iPhone and iPad.

Redesigned IMF News & Data app across iPad and iPhone

ICICI Bank loans

Redesigning the online disbursal experience across four products — Personal, Home, Auto loans and Credit Cards — so customers can apply and disburse loans online via the ICICI Bank site.

Live
01 March 2016
Service provider
Cognizant Technologies, Mumbai
Client
ICICI Bank

Requirement overview

This project is a redesign of the online experience of disbursal of loans to customers. It consists of four products — Personal Loans, Home Loans, Auto Loans and Credit Cards — which offer customers the ability to apply for and disburse loans online via the ICICI Bank home site.

Problem statement

In recent years, ICICI Bank started to build its presence online instead of offline, which previously required more executives and calls to customers. One area to improve was redesigning their online loan journeys. They had an online loans portal, but customers were not using it — resulting in a loss to ICICI Bank.

The ask was to develop a platform for loan application sourcing through the ICICI Bank site, mobile banking platform, or any such URL — hosted and managed by the ICICI tech team — to help customers apply for loans and carry out online verification.

Deploy an efficient, usable online platform for ICICI to showcase their 4 products (Personal, Home, Car Loan and Credit Cards).

Provide a seamless experience across devices, helping customers achieve their tasks with minimum cognitive load.

Foster help between customers and ICICI Help — indirectly leading to better conversions.

Project intent map

Mapping the goal — an efficient, usable platform for all four products — against the supporting needs: a homepage and landing pages for all loan types, redesign of the existing site, social login, quick online loans, minimised drop-offs, and more leads.

Expert review on the older website

A heuristic review of the existing experience surfaced the core issues: a desktop-only, non-responsive site maintained by a third party, a distracting banner, too many form fields driving drop-offs, and obsolete code built on dated UI patterns.

Expert review annotations on the older ICICI loans website

Wireframes

Applying for a loan was framed as a clear four-step process: check eligibility, review the quote / offer, complete the application form, and upload documents.

The redesigned experience

The final responsive design brings the loan journey to both desktop and mobile — clear entry points for existing and new customers, prominent offers, and a streamlined path to apply.

Redesigned ICICI loans — desktop
Redesigned ICICI loans — mobile