PROJECT DETAILS

Erste Companion

Booking advisor application

Erste Companion is a banking advisor application designed to support bank employees with faster, more efficient customer service by providing instant access to relevant financial data and tools.

UI & UX Design

Prototyping

Artworks

PROJECT DETAILS

Erste Companion

Booking advisor application

Erste Companion is a banking advisor application designed to support bank employees with faster, more efficient customer service by providing instant access to relevant financial data and tools.

UI & UX Design

Prototyping

Artworks

PROJECT DETAILS

Erste Companion

Booking advisor application

Erste Companion is a banking advisor application designed to support bank employees with faster, more efficient customer service by providing instant access to relevant financial data and tools.

UI & UX Design

Prototyping

Artworks

Key Information at a Glance

Key Information at a Glance

We designed ERSTE Companion as a tablet-first application that simplifies complex banking workflows into clear, intuitive interactions. Through UX and UI design, we transformed dense financial information into a reliable tool that supports confident, human-centered client conversations.

We designed ERSTE Companion as a tablet-first application that simplifies complex banking workflows into clear, intuitive interactions. Through UX and UI design, we transformed dense financial information into a reliable tool that supports confident, human-centered client conversations.

UX That Improves Advisor Efficiency

Through a focused UX and UI design process, we designed ERSTE Companion as a purpose-built tablet application tailored to in-branch advisory work.

By translating complex banking workflows into clear, touch-first interactions, we shaped the product from early concept to final interface — defining structure, interaction patterns, and visual language to ensure the app feels intuitive, efficient, and reliable in real client meetings.

Modernising the Banking Advisory Experience

Reducing Paperwork in Banking Advisory

Less Paper, Better Conversations

We replaced fragmented, paper-based advisory tools with a tablet-first experience designed around real banking workflows. By bringing all relevant client data into one clear interface, advisors can focus on meaningful conversations instead of administrative tasks.

Everything You Need, One Tap Away

A centralized, tablet-first interface brings client profiles and key financial data into a single, easily accessible view. Information is structured for speed and clarity, enabling advisors to stay focused on the conversation rather than the tool.

Modernising the Banking Advisory Experience

Reducing Paperwork in Banking Advisory

Less Paper, Better Conversations

We replaced fragmented, paper-based advisory tools with a tablet-first experience designed around real banking workflows. By bringing all relevant client data into one clear interface, advisors can focus on meaningful conversations instead of administrative tasks.

Everything You Need, One Tap Away

A centralized, tablet-first interface brings client profiles and key financial data into a single, easily accessible view. Information is structured for speed and clarity, enabling advisors to stay focused on the conversation rather than the tool.

Modernising the Banking Advisory Experience

Reducing Paperwork in Banking Advisory

Less Paper, Better Conversations

We replaced fragmented, paper-based advisory tools with a tablet-first experience designed around real banking workflows. By bringing all relevant client data into one clear interface, advisors can focus on meaningful conversations instead of administrative tasks.

Everything You Need, One Tap Away

A centralized, tablet-first interface brings client profiles and key financial data into a single, easily accessible view. Information is structured for speed and clarity, enabling advisors to stay focused on the conversation rather than the tool.

Login

Log in to access your personalized financial dashboard and tools. Manage your data securely and stay in control of your daily tasks. Everything you need is just a few clicks away.

Clear and easy to use

Clear and easy to use

We focused on fast access to complex data, adaptable contexts across different banking products, and a clear visual hierarchy that keeps data-rich interfaces easy to understand.

We focused on fast access to complex data, adaptable contexts across different banking products, and a clear visual hierarchy that keeps data-rich interfaces easy to understand.

Modular information architecture

Modular information architecture

Grouping related tasks into logical zones that reflect real-world advisory workflow.

Grouping related tasks into logical zones that reflect real-world advisory workflow.

Progressive disclosure

Progressive disclosure

Revealing details on demand to avoid clutter while maintaining access to deeper layers of information.

Revealing details on demand to avoid clutter while maintaining access to deeper layers of information.

Interactive states

Interactive states

Ensuring users always understand system status and next steps.

Ensuring users always understand system status and next steps.

Fast access to client's needs

Fast access to client's needs

The UI is structured around a client-first dashboard, surfacing the most relevant profile details, products, and next steps at a glance. Information is grouped into clear modules with progressive disclosure, allowing advisors to drill down only when needed and move through tasks quickly with consistent, touch-friendly navigation.

The UI is structured around a client-first dashboard, surfacing the most relevant profile details, products, and next steps at a glance. Information is grouped into clear modules with progressive disclosure, allowing advisors to drill down only when needed and move through tasks quickly with consistent, touch-friendly navigation.

Looking to elevate your app?

Let’s start the conversation!

GET IN TOUCH

Looking to elevate your app?

Let’s start the conversation!

GET IN TOUCH

Looking to elevate your app?

Let’s start the conversation!

GET IN TOUCH

Looking to elevate your app?

Let’s start the conversation!

GET IN TOUCH

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yellow and white abstract painting

If our work resonated with you, we’d be glad to hear your story next.

This may be the end of the page, but your project could start right here.

LET'S TALK

yellow and white abstract painting

If our work resonated with you, we’d be glad to hear your story next.

LET'S TALK

If our work resonated with you, we’d be glad to hear your story next.

LET'S TALK

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