CIBC · Case study

Global Money
Transfer

Turning international money transfers into a guided, transparent mobile flow inside the CIBC app, where every rate, fee, and timeline is clear before you send.

Role

Product Designer
End-to-end UX

Timeline

Feb 2022 – Mar 2023

Platform

CIBC mobile app
iOS & Android

Team

Product, Engineering,
Compliance

CIBC Move Money home with Global Money Transfer
01Move Money home
Global Money Transfer landing screen
02Transfer landing
Sender details with account selection
05Sender details

I The problem

International transfers are often confusing, fee-heavy, and trust-sensitive. The goal was to simplify the flow while making every step transparent enough to build confidence on mobile.

II Design goals

Four things to get right

i

Reduce cognitive load

Break a dense financial task into calm, single-focus steps.

ii

Build trust through transparency

Show rates and fees upfront, never as a surprise at the end.

iii

Speed up repeat transfers

Saved recipients and pre-filled details cut re-entry to a minimum.

iv

Improve mobile usability

Larger targets, clearer labels, and accessible form inputs.

III Flow walkthrough

Seven steps, one calm path

Each screen does one job and hands off cleanly to the next. The rationale beside each frame is the decision that earned its place.

CIBC Move Money home with Global Money Transfer entry

01

Start where users already trust

The new transfer module lives inside the existing Move Money hub, following CIBC's design system so it feels native, not bolted on.

Native CIBC moduleFamiliar entry point
Transfer landing with Send Money, History, Profile tabs

02

Send by default, repeat in one tap

Send Money opens first. History and Profile sit alongside it, so saved recipients and past transfers are never more than a tap away.

Send / History / ProfileSaved recipients
Amount entry with live FX and fee disclosure
03Amount & payment
Compare rates Exchange rate comparison against other providers

03

Show the real cost as they type

The exchange rate and converted amount calculate live. A tap opens a side-by-side comparison with other providers, and fees are disclosed before any commitment.

Live FX calculationCompare ratesUpfront fees
Recipient information form

04

Make banking fields plain and forgiving

Inputs are restructured and clearly labelled, with help text guiding users to enter details exactly as their bank records show.

Plain-language helpAccessible inputsClear CTA
Sender details with account selection and balances

05

Pre-fill the sender, surface the balance

Sender information arrives pre-populated. Users pick a funding account from a list showing live balances, with inline edit to stay in control.

Pre-filled senderLive balancesInline edit
Transfer summary grouped into sections

06

One screen to review, with no surprises

Transfer, Recipient, and Sender are grouped into digestible sections. A highlighted delivery estimate sets expectations right before Confirm & Send.

Grouped summaryDelivery estimateStrong confirm CTA
Success
Transfer successful confirmation
07Success
Failure
Transfer failed with retry and support options
07Failure

07

Reassure on success, recover on failure

Success confirms the amount, recipient, and timeline. The failure state stays calm and offers retry, a change of method, and visible support.

Clear confirmationRetry pathVisible support

IV Key UX decisions

The choices that did the work

Pre-filled sender info

Less typing and fewer input errors before sending.

Fee transparency

Costs disclosed before confirmation, not after.

Delivery estimates

Users know roughly when the money will arrive.

Error recovery paths

Failures offer retry plus a clear alternative.

Reusable recipient profiles

Frequent transfers complete in a few taps.

V Outcome

Measured against its goals

Without published metrics, the redesign is judged on how clearly it delivered against what it set out to do.

VI Reflection

What I enjoyed most was taking a sensitive financial task and shaping it into a guided, trustworthy mobile experience, while keeping it consistent with the wider CIBC ecosystem.