Lloyds Commercial Banking

Year: 2017-2020
Client: Lloyds Banking Group
Field: Financial Services
Disciplines: UI Design

About
Commercial Banking Online (CBO) is Lloyds Banking Group’s flagship digital platform for business clients. It handles high-volume cash management, multi-currency reporting and automated payments for everyone from SMEs to large corporates and institutions.

My role
As Design Lead for Commercial, I led the overhaul of the CBO portal for both Lloyds Bank and Bank of Scotland, applying the commercial banking guidelines our team had created specifically for it (see Lloyds Commercial Banking Guidelines). Designing across multiple legacy platforms and environments, while keeping live customer journeys running, was a constant challenge.

Approach
Treasury and finance teams spend their working day in CBO, moving large sums of money. Clarity, density and confidence mattered far more than decoration. The new designs also had to work with a large estate of legacy back-end systems, which shaped what each screen could show and how each flow could behave.

Dual Branding
One system, two brands. Every page had to work in both Lloyds Bank and Bank of Scotland branding. The two typefaces have very different character widths, so layouts were built with enough tolerance to survive the switch without breaking.