UX/UI Redesign of a Banking & Insurance Advisor Interface

Financial institutions are under increasing pressure to deliver faster, more consistent customer experiences. A major French banking and insurance group partnered with T&S to redesign and modernise a platform used by advisors to compare and manage borrower insurance solutions — improving usability, streamlining workflows and creating a scalable foundation able to support multiple brands.

Client context

The client operates in a highly competitive bancassurance market where advisors play a critical role in guiding customers through financing and insurance decisions. The existing platform had evolved over time and no longer met advisor expectations: navigation complexity, heterogeneous interfaces and limited visual consistency created daily friction. The group sought to redesign it while preserving business capabilities and ensuring seamless integration with its wider digital ecosystem.

Business challenges

• Simplify advisor workflows and reduce operational friction
• Create a consistent, intuitive experience across all platform functions
• Modernise the visual identity while respecting brand standards
• Integrate front-end and back-end developments with existing APIs and services
• Make the solution replicable for additional brands within the group
• Deliver the transformation while maintaining business continuity

The T&S solution

T&S delivered an end-to-end redesign covering strategy, design, development and deployment. The engagement began with an in-depth analysis of advisor workflows and the mapping of user journeys to identify pain points and simplification opportunities. New interaction models and information architectures were designed for usability and efficiency, validated through low- and high-fidelity wireframes. A new visual identity improved consistency, readability and navigation. T&S then managed implementation: front-end development translated the UX vision into a responsive application, while back-end integrations connected the platform to existing services and APIs, with governance ensuring alignment between business, technical and delivery milestones.

Technologies & expertise

• User journey design
• UX research & interface optimisation
• UI design & design systems
• Low- and high-fidelity wireframing
• Front-end development
• Back-end & API integration
• Agile project management
• Multi-brand platform deployment

Results & business value

• Simplified navigation and more intuitive workflows
• Enhanced user experience across the advisor journey
• Modernised visual identity aligned with the client's digital strategy
• Improved consistency between business processes and digital interactions
• Seamless integration with existing information systems
• A scalable architecture supporting additional brands and entities

Conclusion

Advisor-facing applications directly influence operational performance and customer satisfaction. Through its expertise in UX/UI design, development and delivery, T&S transformed a critical advisor platform into a more intuitive, efficient and future-ready solution for a leading French bancassurance group.