Application template components / framework.
Account Selection Screen. Supports sales goals by increasing cross-selling opportunities of companion products and services.
Detailed wireframe example showing error conditions
Offers more options for applicants to make their opening deposit (existing account, check card, credit card, transfer from another bank).
Delivered an improved experience, offering enhanced functionality for existing customers - authentication to pre-filling information and funding from existing accounts.
Leverage existing customer data for easier and faster approval. Decreases time for new application decisioning from 2-3 days to instant decision or 1 business day. Supports sales goals by enhancing opportunities to cross-sell products, increasing share of wallet. Reduced overall online account opening operating expenses by roughly $2 million in 2009.
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Bank of America - Deposits Application Redesign
PROJECT GOALS:
Create a single online application for all Bank of America consumer products and services, increasing share of wallet opportunities at point of sale. Create flexible infrastructure to streamline back-end processing and fulfillment, reducing costs.
MY ROLE:
Served as UX Project Lead, leading Detailed Design phase; delivering task models, wireframes and user interface specifications. Key decision-maker in final end-to-end experience. Partnered with Usability Group in testing strategy and execution.
