Global Search for Corporate Banking

Corporate banking users often navigate complex ecosystems of accounts, transactions, permission and services. Our goal was to create a unified search experience that could surface relevant results across multiple products and services. We asked ourselves:

• How can we make search feel effortless?

• How so we ensure relevance and clarity in results?

• How can we ensure users recieve results that are appropriate for their role and permissions?

• How can we conduct discovery and prototype quickly to validate our discovery results?

We began with stakeholder interviews to understand existing search capabilities within the platform. Throught these interviews, we uncovered several key pain points:

• No truly "global" search; fragmented search across the platform

• Existing search capabilities limited to table data

• Help content exists outside of the platform, isn't searchable

These insights grounded a two day, in-person, cross-functional discovery session and shaped our problem statement: How might we design a global search that empowers users to find what they need quickly and confidently on the platform?

Next, we did a competitive analyis,mind mapping to help us understand the platform's complex information ecosystem and sketching to align on a shared vision of the global search functionality. We prioritzed ideas based on viability, desirability and feasibilty.

Finally, my design partners and I engaged in three day rapid prototyping, moving from low-fidelity wireframes to a clickable prototype to test with real users. Through testing, we confirmed that:

• Users preferred a single search bar with smart suggestions over multiple, segmented searches

• Progressive disclosure helped mitigate information overload. Users preferred so see key info first with the option to expand

• Recent and reommended searches provided power users will helpful, efficiet content