SouthState Banking App — Budget & Save + Alerts

A concept redesign focused on helping users manage budgets, categorize spending, and quickly view account activity and alerts.

Role: UX/UI Designer
(end-to-end)

Deliverables: User flows, wireframes, UI screens, icon direction, layout system
Tools: Figma (add others if used)
Timeline: (add your real timeline)
Outcome: High-fidelity prototype + core flows for budgeting and account alerts (add usability/testing outcomes if you have them)

My Role

I led the design from early concept to high-fidelity UI. My focus was clarity, accessibility, and reducing cognitive load in high-frequency banking tasks.

What I Did

  • Defined the key flows (budgeting + account/alerts)

  • Created quick wireframes to iterate on layout and hierarchy

  • Designed a clean UI direction and supporting icon set

  • Built a consistent layout system for spacing and alignment

The Brief

Our goal was to design a user-friendly, visually appealing mobile app that not only met the practical needs of users but also reflected SouthState Bank's commitment to community connections.

  • Make budgeting and savings planning easy to start and maintain

  • Help users find key account info and recent activity instantly

  • Reduce friction in common actions with simple, predictable navigation

  • Keep accessibility in mind across the UI

Goal

User Flow

This concept focuses on users who want a quick view of their money and guidance to build healthier habits.

Primary Use Cases

  • Check balance and recent transactions

  • View latest alerts without digging

  • Create/adjust a budget

  • Categorize spending and track progress toward goals

Icons Direction

Icons support recognition and speed—especially for alerts and categories—by reinforcing meaning at a glance and improving scanability in dense financial screens.

Key Flows

This concept focuses on users who want a quick view of their money and guidance to build healthier habits.

Flow 1: Budget setup / review

  • Entry point: Budget & Save

  • Core actions: create categories → set targets → track progress

Flow 2: Account overview + alerts

  • Entry point: Budget & Save

  • Core actions: create categories → set targets → track progress

Wireframes & Early Layout Decisions

Wireframes helped validate hierarchy and navigation before UI styling. I focused on:

  • Clear information priority (alerts vs. transactions vs. balances)

  • Consistent placement of primary actions

  • Simple patterns users already understand in finance apps

Mobile app UI

UI — Budget & Save

A budgeting space designed to help users categorize spending, set targets, and track progress over time—supporting better day-to-day decisions without overwhelming detail.

Mobile app UI

Bank Account & Latest Alerts

Users can select an account and immediately view recent transactions, with alerts surfaced so important updates don’t get buried.

Layout System

I used a simple modular layout approach to maintain consistency across screens, improve readability, and keep spacing predictable—especially important in information-dense financial UI.

Outcomes

  • Delivered a cohesive UI direction for budgeting and account/alerts experiences

  • Established consistent hierarchy and spacing for readability

  • Created a foundation that can expand into additional banking features (payments, transfers, goals)

Next steps

  • Run usability tests on key tasks (create budget, find alert, locate a transaction)

  • Validate information hierarchy with real users and iterate based on task success

  • Expand the component set (buttons, list rows, alerts, cards) for scalability

Next
Next

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