B2B banking case study
Alfa-Bank
Product Designer and Product Manager | B2B
One of Russia’s largest private banks, with strong banking ratings.
Russia, Moscow | Strong product culture | 20 million customers | 26k employees and 50 designers | Hybrid
Project One
Alfa Business Mobile
User stories and task
As a user, I want to create a template from Alfa Business Mobile and have the same templates on the web and in the application.
The goal was to increase template usage and the number of payments through Alfa Business Mobile. The task was to adopt the web product’s template logic and add template creation to the mobile application.
Outcome
- A template can be created from operation history with a swipe or long tap.
- Users can also create one from payment details or the final payment screen.
- Saved templates are displayed in the Payment Hub.
Metrics
Before launch, approximately 1,392 users, or 13% of successful payment users on iOS, made at least one payment using a template. Three months after launch, template payment adoption increased to 19%, while average template payments per active user grew from 3.4 to 5.4.
Additional Alfa Business Mobile releases
- Payment form processing for counterparties.
- Transfers between own accounts without SMS.
- Final screens for all payment types.
- Template creation aligned with web logic.
- Communications hub design.
- Service and push settings redesign.
- Tax savings account opening.
- Bulk signing and sending.
- NPS and referral experiences.
- Payment statuses and error handling.
Project Two
Alfa Private
New mobile app from scratch
The task was to create an application for Private clients where they could complete their most frequent tasks, freeing financial and investment advisers to focus on personal service.
The work covered customer journey mapping, roadmap shaping, prototyping, interviews with financial and investment advisers, preparation for client interviews, design finalisation and close collaboration with the technical team.
Delivery
- Created CJM, prioritised features, and prepared the roadmap.
- Defined and tested the prototype with users before release.
- Launched the first version of the app in 3 months.
