Daissy Linares | Case Study: FinTech
Design + Research + Strategy Leader

Case Study: Big Green Egg

CX UXR & Research Ops
Overview
Primis Bank is a modern-age regional banking solution redefining what people should expect from financial institutions. Branding with personality while leveraging technology to work smarter is how they stand out. Still, it is founded on a legacy of financial experts supporting multiple services beyond personal banking. Our team was invited to rethink PrimisBank.com content to represent their services better and reimagine a CMS platform to meet the needs of their clients.
Contributions as Research & Design Director
Stakeholder interviews, quantitative and qualitative research, content and design audit, synthesizing insights, UX roadmap proposal, wireframing, prototyping, and art direction.
PRIMIS Case Study Artifacts - Main
At first glance, Primis already had a modern website showcasing the new branding styles. Growing pains updating restrictive templates, poor navigation, and inaccessible content required a full review of their existing content and most recent business needs.
Outcomes
A website rebuilt to meet their most pressing business and clients' needs.
A detailed content audit, including analytics, proofreading, and new messaging for more straightforward calls to action.
Work sessions with multiple stakeholders to redesign the Information Architecture.
Process Highlights
PRIMIS Case Study Artifacts - Discover Stage
PRIMIS Case Study Artifacts - Define Stage
PRIMIS Case Study Artifacts - Develop Stage
PRIMIS Case Study Artifacts - Deliver Stage