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Simplii
Financial

Account Open

simplii logo.jpg

Project description: 

The Simplii account open project was targeted at replicating the account open process that existed for the desktop, but for the mobile platform thus, allowing a simpler and seamless experience across different platforms.

Purpose/Objective:

The purpose of this project was the eliminate all pain points that existed for clients and overall create an effortless and delightful experience. The goal was to strive for fast, low cost, high impact fixes and to improve conversion.

 

The following pain points were emphasized and prioritized through user research:

  • Confusion as to why certain information was required/how it would be used 

  • Frustration with errors

  • Uncertainty of what information is required

  • Too long/unable to complete in a single sitting

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Key Skills:

  • Usability/success metrics

  • User research

  • Personas and empathy maps

  • Wireframing 

  • Prototyping

  • UI design

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