Overview

Create a new story for a bank
that is struggling to compete in a saturated market

Objectives

  • Create new competitive advantages

  • Increase number of customers

  • Increase customer retention

What we did

  • Articulation of a new strategic experience vision

  • Experience concept portfolio creation

  • Launch of the new digital experience (app and website)

  • Experience prototyping and testing plan development

  • Market research using qualitative methods and benchmark analysis

What I did

  • Lead the experience strategy team and ensure high quality delivery, in liaison with business strategy team

  • Oversee the launch for new app app and website

  • Lead customer research and insight extraction, contextualized and presented insights to C-suite

  • Facilitate vision definition and experience design workshops, attended by client C-suite executives

What we delivered

Vision Workshop

Insights report

Delivery Package

Concept Catalog

New mobile app

Results

117%

Increase in digital channel customers within the first year of new app and website launch

2

New digital experience channel completely overhauled and prepared as a base for new experience concepts to be added as modules

10

New pods created to develop suggested, resulting in an organizational change in launching initiatives

Story

Setting the vision

Crafting new purpose, promise and values

Customer Research, Identifying Mindsets &
Strategic Insights

Understanding the unmet needs, customer behavior,, decision making process and gaps in the market

Design Principles

Design principles that guide the experience vision

Customer Journey

Customer Journey that connects the concepts in the catalog for a holistic finance experience

Concept Catalog

Experience concepts to make the experience vision real

New Mobile App & Website

Designed to include the first batch of services from the concept catalog aligned with the new experience vision

The new app and website, along with the new strategy, resulted in 117% increase in digital channel customers within one year.