Company : Natixis Interépargne
Sector : fintech, B2B, B2C, B2B2C
Support : website, app
Role : facilitation, design workflows and interfaces, creation and maintenance of design systems
Sector : fintech, B2B, B2C, B2B2C
Support : website, app
Role : facilitation, design workflows and interfaces, creation and maintenance of design systems
Context
My mission at Natixis Interépargne as a consultant for UX-Republic began in February 2018. I had the opportunity to work on several projects with various teams.
Scope
• Designed new digital services to guide and coach savers
• Led UX/UI improvements and redesigns of existing features
• Digitized paper-based user journeys to enhance efficiency and accessibility
• Co-created the design system for both the website and mobile app dedicated to savers
• Improved the online subscription platform for business clients and financial advisors
• Co-led workshops to define a 3-year digital product roadmap involving all key stakeholders
• Advocated for UX culture across the organization, raising awareness and promoting user-centered design
• Designed new digital services to guide and coach savers
• Led UX/UI improvements and redesigns of existing features
• Digitized paper-based user journeys to enhance efficiency and accessibility
• Co-created the design system for both the website and mobile app dedicated to savers
• Improved the online subscription platform for business clients and financial advisors
• Co-led workshops to define a 3-year digital product roadmap involving all key stakeholders
• Advocated for UX culture across the organization, raising awareness and promoting user-centered design
Pictures from the roadmap workshop
Workshops & collaborative methods
To successfully deliver each project, I regularly facilitated a variety of workshops tailored to dive into specific needs and maturity of each initiative. These sessions helped deep-dive into complex topics, align stakeholders, and co-design solutions with business and technical experts.
Workshop formats I frequently used include:
• 6-to-1 & Crazy 8s: Rapid ideation techniques to explore layout and interface concepts collaboratively
• Card Sorting: To define, prioritize, and structure content or features (used both at a macro roadmap level and for detailed user flows)
• Remember the Future: A future-focused strategy workshop to set long-term goals and identify key milestones to reach them
• 6-to-1 & Crazy 8s: Rapid ideation techniques to explore layout and interface concepts collaboratively
• Card Sorting: To define, prioritize, and structure content or features (used both at a macro roadmap level and for detailed user flows)
• Remember the Future: A future-focused strategy workshop to set long-term goals and identify key milestones to reach them
These methods fostered alignment, sped up decision-making, and ensured that all voices—design, business, and tech—were integrated early in the design process.
Interfaces & visual design
After the discovery and user journey validation phases, I translated insights into high-fidelity mockups and interactive prototypes. Over the course of nearly three years, I contributed to a wide range of initiatives—from the creation of new services and features to the complete redesign of existing user journeys.
Working in close collaboration with another designer, we redefined the visual identity of the "Saver" website and mobile app. Our goal: a cleaner, more modern, and visually comfortable interface, better aligned with accessibility standards and contemporary design expectations. This new identity helped position Natixis Interépargne as a more user-centric and future-facing brand.
On the left, old interfaces, new ones on the right
The new visual identity led naturally to the creation of the design system, for which I took full ownership. In practice, this meant maintaining and evolving two separate systems: one for the website and one for the mobile app, each adapted to their respective technical and functional environments.
For more insights, feel free to check out my dedicated write-up on design system best practices and lessons learned.
For more insights, feel free to check out my dedicated write-up on design system best practices and lessons learned.
User tests
User testing is a critical part of the UX process, allowing us to validate (or challenge) assumptions, improve features, and refine user journeys based on real user feedback. At Natixis Interépargne, testing was done before development, using high-fidelity Axure prototypes to simulate the final experience as closely as possible with interactive forms, real-time calculations, dynamic content, etc.
A banking advisor testing subscription flow on an Axure prototype
We conducted lab-based qualitative tests with users recruited to match our targets and persona. These tests helped uncover key usability issues and assess clarity, tone, relevance, and overall perception of the interface.
One example: a recurring internal debate centered around the use of the term "enveloppe". After testing, it became clear that this word was confusing for most of our target users.
One example: a recurring internal debate centered around the use of the term "enveloppe". After testing, it became clear that this word was confusing for most of our target users.
Comparatif wireframe testé VS page après prise en compte des retours des tests
Each project followed a tailored UX process depending on its complexity and timeline. Over the course of my mission, I contributed to the following key initiatives:
• Redesign of the "refund," "personal data," and "personalized advice" user journeys (web)
• Design of the same journeys for the mobile app
• Creation of a multi-account aggregator and associated flows (web & app)
• Addition of new features to the online subscription tool (for companies and advisors)
• Creation and continuous evolution of the web and mobile design systems
• Design and delivery of a partner platform with customizable branding and features per partner
• Design of the same journeys for the mobile app
• Creation of a multi-account aggregator and associated flows (web & app)
• Addition of new features to the online subscription tool (for companies and advisors)
• Creation and continuous evolution of the web and mobile design systems
• Design and delivery of a partner platform with customizable branding and features per partner