Project Name
Digital Banking Portal Redesign and Mobile Transformation for a South American Financial Institution
For a leading financial institution in South America, the existing digital banking portals had become a limitation rather than a differentiator. Built on legacy user experience patterns and designed primarily for desktop usage, the Retail and Corporate portals no longer reflected evolving customer expectations for modern digital banking.
Customers encountered inconsistent experiences across channels, fragmented branding between portals, and limited access to mobile-first capabilities. Essential digital features such as biometric authentication, financial planning tools, and seamless onboarding journeys were missing from the customer experience.
Partnering with Ksolves, an AI-First Company, the bank initiated a comprehensive digital transformation program to redesign and modernize both customer portals. Built on Salesforce Experience Cloud and supported by a scalable component-based architecture, the new solution established a unified, mobile-first banking experience designed to evolve with future customer and business demands.
- Outdated User Experience: The existing Salesforce Experience Cloud environment relied on legacy interaction patterns and visual structures that no longer aligned with modern digital banking expectations, impacting customer engagement and onboarding experiences.
- Mobile Experience Limitations: The platform was originally designed for desktop experiences, resulting in inconsistent mobile rendering, poor responsiveness, and friction during onboarding and transaction journeys.
- Fragmented Portal Identity: Retail and Corporate banking portals evolved independently over time, creating inconsistent branding, design standards, and user interactions across customer touchpoints.
- Missing Modern Banking Capabilities: The platform lacked expected digital banking features, including biometric authentication, financial planning tools, spending insights, and interactive customer experiences.
- Scalability Constraints: The existing architecture limited the bank's ability to launch new functionality quickly and required extensive effort for even minor design or feature updates.
- Corporate Banking Administration Complexity: Corporate users lacked streamlined tools for account governance, authorization management, and operational workflows.
Ksolves, an AI-First Company, delivered a complete digital experience transformation focused on unified design governance, mobile-first execution, and modular architecture.
- Unified Design System: Developed a centralized Figma-based design system including reusable UI components, typography standards, spacing frameworks, and visual governance to ensure consistency across Retail and Corporate portals.
- Mobile-First Banking Experience: Leveraged Salesforce Mobile Publisher to deliver a fully optimized cross-device experience with specialized authentication screens, mobile-friendly account views, and seamless onboarding continuity.
- Component-Based Front-End Architecture: Implemented a scalable architecture using Lightning Web Components (LWC) and OmniStudio FlexCards to support modular feature delivery and simplified future enhancement cycles.
- Advanced Banking Modules: Delivered multiple customer experience enhancements, including a Budget Calculator, an Insights Engine for spending visibility, and a Corporate Administration Suite supporting operational workflows.
- Secure Authentication Framework: Implemented multi-factor authentication and biometric login capabilities to strengthen security while reducing customer friction across onboarding and account access.
Technology Stack
| Layer | Technology |
|---|---|
| Banking Portal Platform | Salesforce Experience Cloud |
| Mobile Experience | Salesforce Mobile Publisher |
| Frontend Components | Lightning Web Components (LWC) |
| Modular UI Framework | OmniStudio FlexCards |
| Design System | Figma |
| Authentication | Multi-Factor Authentication & Biometric Authentication |
- Improved Digital Engagement: Delivered a modern and intuitive user experience that improved customer navigation, usability, and engagement across both banking portals.
- Seamless Cross-Device Experience: Established a consistent onboarding and servicing experience across desktop and mobile through optimized device-aware design.
- Unified Brand Experience: Created a consistent visual identity across Retail and Corporate banking channels to strengthen customer trust and improve experience continuity.
- Expanded Digital Capabilities: Introduced advanced banking functionality, including budgeting tools, financial insights, and dedicated corporate administration features.
- Faster Future Enhancements: Enabled rapid deployment of future features and design updates through modular component architecture.
- Enhanced Security and Accessibility: Improved customer onboarding and login experiences through integrated MFA and biometric authentication capabilities.
What began as a portal redesign initiative became a complete digital banking transformation.
Ksolves, an AI-First Company, helped the bank move beyond disconnected user experiences, desktop-first limitations, and fragmented digital journeys to create a unified, scalable banking ecosystem designed for long-term growth.
By modernizing Salesforce Experience Cloud with Mobile Publisher, Lightning Web Components, and a centralized design framework, the institution now delivers consistent onboarding experiences, stronger customer engagement, and seamless interactions across Retail and Corporate banking channels.
As financial institutions continue investing in digital experience transformation, scalable customer platforms become essential for improving engagement and accelerating innovation. Through Salesforce Experience Cloud services, Ksolves helps banks design, modernize, and scale connected digital experiences that support customer acquisition, streamline onboarding, and improve long-term retention.
With a modular and future-ready foundation now in place, the bank is positioned to launch new capabilities faster, maintain brand consistency across channels, and continuously evolve its digital banking experience without re-engineering core systems.
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