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UX research: competitive analysis, assumption validation
UX and UI design: accessibility, concepting, wireframes, prototyping, UX/UI

A global top 10 bank had an existing sales tool to help sales associates while on the phone with potential customers. Their current version was built off of a basic comparison tool lacking clear hierarchy and minimal actionable data.

Working with an accessibility-focused consultancy with an established relationship with the bank, I was tasked with making the sales comparison easier to use and understand, while also increasing the overall level of accessibility.

verse to research and offering internal information on how the company works, I took a research approach that made a set of assumptions and then drew out the answers through their confirmation or denial of those assumptions in weekly check-in meetings. Subsequently, in learning the details of how the sales team operated and the close association of banking and credit with businesses, I was able to provide a better framework in which to solution and able to de-risk early low-fidelity iterations.

I created a dynamic, multi-faceted calculator for sales staff that paid the utmost attention to AA-AAA level WCAG accessibility while working with members of the bank’s B2B team and internal design agency. The calculator allowed sales staff to input personalized data catered to each business while on phone calls with prospective customers for business credit cards, who often already had business banking set up with the company.

The solution clearly pointed out which card(s) beat their current competitor, how much they would save monthly/annually, and specific selling points that beat the competitor based on category, while allowing upselling to their banking product when it made sense. This solution also caught the attention of the B2C department’s team as it offered new value for them as well.