NXT GEN BANKING

BRIEF

Create a concept of a completely digital bank account opening experience.

industry

Financial Services

WHAT I DID

Research. Ideation. User Journey. Prototyping. User Flows.

timeframe

6 weeks

Research

The client provided a brief that provided insight on the bank account opening experience for themselves and the industry at large. The pain points were the average time it took to open an account and the number of steps that to be completed in a branch. In our own research, we focused on identifying our user. We found a digital-native audience that desired trust and guidance from financial institutions and was underserved by the clients heavily-advertised account offerings.

CONversational ui

The bank account opening experience is form-filled and time consuming. We identified conversational UI as an approach early in our work. As we weighed our users needs with the ask, we mapped out the account application as a conversation. I divided the experience into steps and created a user journey. 

Prototyping

As we mapped out the conversation, I created a bot on a canvas tool called On Sequel to mirror the experience and get a feel for the flow and timing of the conversation.

User journey

USER FLOW

Status

Delivered Spring 2017

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