FirstUnited Bank, via CG Infinity
Centralizing an account opening experience for retail banking
As a UX consultant at CG Infinity, I joined First United Bank’s product team on a three-month contract as the sole UX designer. I led the design of retail account-opening and identity-verification workflows, translating complex banking requirements into clearer, more efficient experiences for customers and internal teams.
My Role
Product Designer
Team
UX Designer (me), Product Owner, UI Architect, BA
Stack
Figma, UX Thinking, HTML, CSS, Javascript
Company
FirstUnited Bank
Industry
Financial Technology
Timeline
3 months
This is a clickable recreation of the prototype using the actual static screens, feel free to explore.
Introduction
As the sole UX designer on First United Bank’s product team, I observed that fragmented account-opening and identity-verification steps created unnecessary friction for customers and bankers.
I judged that the experience needed clearer guidance, fewer handoffs, and reusable interaction patterns. During my three-month consulting engagement through CG Infinity, I moved the work forward through user research, workflow redesign, prototyping, testing, and a shared component library for development.
The redesigned experience improved speed, consistency, and delivery across the account-opening process:
Reduced identity-verification time by 35%
Shortened business account creation time by 35%
Cut development time by 40% through reusable components
Created a more consistent experience for bankers and customers
Reduced friction across fragmented account-opening workflows
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FirstUnited Bank, via CG Infinity
Centralizing an account opening experience for retail banking
As a UX consultant at CG Infinity, I joined First United Bank’s product team on a three-month contract as the sole UX designer. I led the design of retail account-opening and identity-verification workflows, translating complex banking requirements into clearer, more efficient experiences for customers and internal teams.
This is a clickable recreation of the prototype using the actual static screens, feel free to explore.
Introduction
As the sole UX designer on First United Bank’s product team, I observed that fragmented account-opening and identity-verification steps created unnecessary friction for customers and bankers.
I judged that the experience needed clearer guidance, fewer handoffs, and reusable interaction patterns. During my three-month consulting engagement through CG Infinity, I moved the work forward through user research, workflow redesign, prototyping, testing, and a shared component library for development.
The redesigned experience improved speed, consistency, and delivery across the account-opening process:
Reduced identity-verification time by 35%
Shortened business account creation time by 35%
Cut development time by 40% through reusable components
Created a more consistent experience for bankers and customers
Reduced friction across fragmented account-opening workflows
My Role
Product Designer
Team
UX Designer (me), Product Owner, UI Architect, BA
Stack
Figma, UX Thinking, HTML, CSS, Javascript
Company
FirstUnited Bank
Industry
Financial Technology
Timeline
3 months