Transforming HSBC’s Legacy CLIC into a Modern Web Experience

HSBC-CLIC | Lead Designer + Specialist Interactive

My role in Reimagining Enterprise Workflow Visibility

HSBC has been a key contributor to India’s banking evolution, including launching the country’s first ATM in 1987. As part of strengthening its trade and BFSI operations, the bank undertook the redesign of its legacy application, CLIC, to deliver a modern and efficient user experience.

I was part of the core UX design team responsible for reimagining HSBC’s legacy CLIC platform into a modern web-based enterprise application. My role involved conducting heuristic evaluations, collaborating with stakeholders and product teams, and translating complex, data-heavy trade workflows into intuitive user experiences. I contributed to interaction design, rapid prototyping, and usability improvements focused on reducing cognitive load, improving navigation, and enabling personalized dashboards. The outcome supported smoother adoption, improved operational efficiency, and delivered a scalable, user-centric platform aligned with evolving business and technology needs.

Enterprise ux

design driven

Discovery

trade inquiry

Visual Design

Prototyping

Usability

Web

LEGACY

Opportunities

Research

How can research uncover critical user pain points and data navigation gaps within legacy CLIC workflows today?

Reduce Cognitive load

How might we reduce cognitive load when users analyze large, complex financial datasets across multiple operational screens daily?

Improve Experience

How can we improve overall user experience while transitioning from outdated desktop software to scalable web-based banking platforms?

Personalised

How do we enable personalised dashboards delivering relevant insights, quick actions, and configurable data views for diverse employee roles?

Seamless

How can we create seamless navigation reducing search time and enabling efficient movement between critical trade operations and reporting modules?

Driving User Engagement

How might redesigned workflows and faster data access drive sustained user engagement across global banking teams using CLIC?

Approach

User Research

I had conducted heuristic evaluations, stakeholder interviews, focus group discussions and rapid prototyping sessions to understand data-heavy workflows, usability gaps, and modernization opportunities guiding CLIC’s successful web transformation.

Personalisation

The team designed customizable dashboards, editable tables, and role-based quick links, significantly enabling employees to securely access all relevant insights much faster while improving overall productivity across their daily trade operations.

Improved Experience

We simplified navigation through pagination, advanced search, column management, and full-screen data views, significantly reducing cognitive overload while enhancing clarity, usability, and task completion efficiency.

Alignment

Continuous collaboration with global stakeholders ensured alignment with brand guidelines, technology migration goals, and operational needs, enabling scalable adoption across HSBC’s trade and enterprise banking ecosystem.

Impact and Outcomes

Organisational Alignment Achieved

Successfully achieved cross-functional organisational alignment, supporting migration from legacy desktop systems to unified web platforms, accelerating decision-making, and improving operational transparency across distributed global banking teams.

Strengthened User Engagement Achieved

User engagement significantly increased as employees accessed real-time insights, personalized dashboards, and streamlined workflows, reducing task completion time by 60%, while improving experience and consistent platform usage.

Glimpse of Outputs

Before

After

Legacy page

Once a treasure but now a trouble