Self Service Account Opening Client Portal
Fintech
Self Service Account Opening Client Portal
Creating a scalable product and reducing engineering effort
Project Overview
The goal was to create a self service portal for the credit unions to use where they could change the account opening experience themselves.
Problem Statement
If a credit union wanted to change any part of the account opening process they need to contact our customer support team, submit a request, and then our engineering team would need to allocate resources to complete the ticket. This would be a more scalable solution and would free up engineering resources to build out the other products Bankjoy was offering.
Industry
Fintech
My Role
Lead Designer
Platforms
Desktop
Timeline
March 2022- June 2022
Persona
Mike Anderson
Marketing Manager
I want to be able to modify our Account Opening experience without contacting customer support!
Age: 40
Location: Washington
Tech Proficiency: Moderate
Gender: Male
Goal
Configure the minimum and maximum funding amount
Customize the copy for the application
Be able to create custom membership eligibility tiles
Frustrations
Long process to make a small change to experience
Timely changes for seasaonal promotions are difficult
Cannot prodvide a custom experience we desire
Process
Outcome
90% reduction in engineering requests
“It reminded me of an Apple product, like an iPhone. It was incredibly easy to figure out where everything was at”
Key Learnings