Interbank is the 4th largest bank in Peru by assets and one of Latin America's most digitally ambitious financial institutions. offering a broad portfolio of products for both individual and business customers. As part of the Intercorp group, Interbank is regarded as a benchmark for innovation and digital transformation within the banking industry.
ROLEUX UI Designer
Sep 2019 – Jan 2021
Digital transformation - Corporate Banking
SCOPEEnd-to-end
User research, competitive analysis, user flows, prototyping, usability testing, design handoff
Experience design · Feature ownership
TEAMCross-functional
Design, Product, Eng, Marketing
Design team · Product Owner · Front-end & Back-end developers · PR team · Innovation squads
Company Scale (2019)
Digital channel users
60%
up from 46% the year before
Products sold digitally
43%
across all channels
Business accounts online
~50%
of new accounts opened (June 2019)
Digital Transformation: Our Goal
In 2019, Interbank was in the middle of a full-scale push to move its products online, opening business accounts digitally in under an hour, selling 43% of products through digital channels, and competing to become the benchmark for banking innovation in the country.
The corporate banking platform hadn't kept pace. Business clients managing FX transactions, mass transfers, invoice financing, and complex financial workflows were still dependent on phone calls, paper documents, and manual processes.
Financial services for companies
Corporate banking is not consumer banking. Business clients operate at a different scale, larger transactions, stricter compliance requirements, less tolerance for friction. A confusing flow doesn't just frustrate; it delays payments, impacts company liquidity, and erodes institutional trust.
Our mandate: redesign Interbank's Corporate Online Banking platform to match the actual complexity of what business clients needed to do, at a standard befitting Peru's most digitally progressive bank.
Research & Discovery
In 2019, Interbank was in the middle of a full-scale push to move its products online, opening business accounts digitally in under an hour, selling 43% of products through digital channels, and competing to become the benchmark for banking innovation in the country.
The corporate banking platform hadn't kept pace. Business clients managing FX transactions, mass transfers, invoice financing, and complex financial workflows were still dependent on phone calls, paper documents, and manual processes.
Currency-exchange
User challenge: Corporate clients traditionally placed large FX transactions by phone with bank traders, a manual, opaque and time-consuming process.
Solution: We designed a new module inside the “Transfers between accounts” section that includes a currency exchange simulator, live exchange-rates, and a benefit-notification window so users can self-serve faster and more transparently.
Negotiable Invoice
User challenge: Clients were submitting documents in multiple formats or with inconsistencies, triggering manual bank-side processing, long wait-times, and high volumes of support tickets.
Solution: We digitised the product workflow and embedded guidance into the platform, enabling users to submit electronic invoices more smoothly and reducing bank-dependency.
Alongside the product work, we built a comprehensive Style Guide spanning UX, Front-end, and Back-end teams.
By standardizing UI components and interaction behaviors across the platform, we gave design and development teams a single source of truth to build from, reduced inconsistency across releases, and cut the back-and-forth that typically slows down handoff.
