Services AI Transformation Banking & Financial Services

Banking & Financial Services

Enterprise transformation for internal applications and customer-facing financial product experiences

Work with us
Blink ux banking financial services HERO
Blink ux banking financial services HERO

Blink has been helping banks, insurers, and financial services companies create new breakthroughs for over 25 years.

We partner with retail banks, wealth managers, payment providers, and finserv innovators to design solutions where regulatory pressure, legacy systems, and customer trust collide.

Client stories

Helping industry leaders stay ahead of the curve

Blink ux banking and financial services jpmc case study

JP Morgan Chase

Simpler trade settlement through workflow automation

JPMC's commercial banking team ran trade settlement on legacy offline spreadsheets, creating an inefficient workflow for users.

We united teams across the US and EMEA to build one MVP for trade status, prioritization, and action, simple for any role and built for enterprise scale.

Activities
  • Stakeholder interviews
  • Current state experience map
  • Technology audit
  • Prototyping
Deliverables
  • Future state experience map
  • Data visualization dashboards
  • Long-term roadmap
Blink ux banking and financial services osaic case study

Osaic

Crafting a modern and intuitive client portal and design system

Osaic clients could only see brokerage accounts, buried behind inconsistent navigation across disconnected sites, unable to view their full financial picture.

We built a flexible design system, tested with real clients, then created a product roadmap to unify accounts, messaging, and advisor collaboration.

Activities
  • UX & comparative reviews
  • Concept evaluation
  • Brand guidelines
Deliverables
  • Mobile & desktop design
  • Enterprise design system
  • Developer documentation
Blink ux banking and financial services wells fargo case study

Wells Fargo

Creating a dynamic integrated agent desktop

Bankers, tellers, and service reps juggled disconnected systems and complex procedures, leaving them overwhelmed and prone to burnout.

We designed a unified agent desktop with custom role-based experiences, so reps spend more time with customers and less time switching platforms.

Activities
  • Stakeholder interviews
  • Role-based journeys
  • Concept testing
Deliverables
  • Design documentation
  • Wireflows & prototypes
  • Information architecture
View more work
Driving real impact
for financial services
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Reduced abandonment rate for new products

50%

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Reduction in labor effort

86%

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Reduction in fraudulent transactions

30%

The impact

Move fast, reduce risk, and design for the people who need it most

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Trustworthy AI and higher adoption

Customers and employees only use AI they can understand. Make banking tools clearer and more transparent, so people adopt and continue to use them.

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Lower advisor and staff burden

Take routine work off advisors, branch teams, and contact center staff. Streamlined and intuitive workflows free up time for conversations that drive long-term revenue.

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Compliance risks caught in advance

Find the usability gaps behind disclosure errors, failed audits, and regulatory findings before launch, while fixes are still fast and affordable.

Clients we partner with

Money movement for wealth management, from asset transfer to operations

Unified multiple products into one trusted, AI-informed experience

Consolidated B2B portal for registration, onboarding, and payment products

Embedded UX staffing across strategy, research, design, and engineering

Uncovering checkout choices, friction, and trust for customers

AI-powered compliance workstation that helps agents work better, faster

Future-focused mobile experience vision, from discovery to final design

Next-gen client portal and continued expansion through managed services

Blink ux banking and financial services edelman financial services desktop
Blink ux banking and financial services gesa journey mapping
Blink ux banking and financial services osaic mobile style tiles
Our capabilities

From the branch to the boardroom

  • Mobile and desktop portals
  • Call center transformation
  • Workflow automation
  • Role-based platform design
  • Multi-journey service design
  • Executive dashboards & compliance
  • Enterprise design systems
  • Forward-deployed units

Get in touch

Ready to create AI experiences the business actually uses? Tell us about your goals, and let’s get started.

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