Clients need to move to another part of the bank due to growing needs
How can we make this process seamless and not feel like they are moving banks?
Design type
Research, Service & Interaction
Timeline
Oct 2023 - Sept 2024
My Role
Lead designer
Workshop
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The goal of the LOB Transfers Workshop was to align stakeholders on the main factors slowing down the Line of Business transfer process. This workshop served as the foundational step toward achieving a consensus amongst stakeholders on the primary areas for improvement in the transfer process.
One of the main artefacts that was used to align all stakeholders was a current-state blueprint. This highlighted the main pain points and areas of opportunity.
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Research
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Research was conducted to understand the pain points for our three main user groups; bankers, middle office team and clients.
The findings from this research informed our strategic approach, guiding efforts to enhance the overall experience for all users.
MVP
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We aimed to swiftly provide a tool to our middle office team to evaluate if a consolidated view of tasks for the entire team could effectively resolve the primary pain points identified during user research.
Feedback from a select group of Champion users further shaped the features to be included in the next version of the application.
End-to-End Future State
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While developing the MVP and launching it to users, we collaborated with various internal teams to envision a future where multiple applications would seamlessly integrate, enhancing the overall user experience.
To support this initiative, we partnered with our business partners to create a comprehensive future state blueprint and clickable prototype. This prototype illustrated how our application would connect with four other platforms, highlighting the benefits these integrations would offer to users.
