In today's industry corporates are constantly seeking seasoned financial experts to navigate challenges and seize growth opportunities. Retired bankers, with their unmatched experience and deep industry knowledge, are a perfect fit to meet these demands. Yet, there was a glaring void—no platform existed to bring these two worlds together.
By addressing these challenges, BankersKlub set a new standard for how corporates and retired bankers connect and collaborate.
BankersKlub’s design approach was anchored in a deep understanding of the distinct user groups—retired banking professionals and corporate clients. Extensive research helped identify why users often struggled on existing platforms and what was needed to create a more aligned, goal-oriented experience.
Key insights from the research showed:
Corporate clients required a straightforward, intuitive way to search for specialized advisors and establish relevant connections efficiently.
Retired bankers needed a platform that allowed them to easily showcase their expertise, making it accessible and attractive to potential corporate clients.
Both groups benefited from clear guidance through their journey, ensuring they could achieve their objectives without friction.
These insights informed BankersKlub’s user experience strategy, which focused on simplifying workflows, increasing visibility for advisors, and building in proactive engagement features to enhance usability, retention, and overall satisfaction.