U.S Business banking xpress
Sr. Product Designer | 2023
E-Sign ensures client convenience by eliminating the need for branch visits or rushed banker interactions, making document signatures accessible from anywhere in the world and removing potential friction associated with physical signatures.
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Not every signer is available in-person, which can delay or halt the account opening process.
Bankers can potentially upload & print 20 documents per client, which can be time consuming.
In an effort to be environmentally conscious, electronic signature would reduce the amount of paper.
I lead a series of 4 workshops, entirely virtual, with 12+ business partners. We examined the 3 existing application journeys, identifying the challenges and opportunities.
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By creating How Might We Statements, it allowed us to see which features would provide the most value & impact for both business bankers and their clients.
I was able to ideate and propose the ideal experiences that would support E-Sign capabilities within it's respective application journey.
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We delivered a solution that resolved some of the problems we identified during our collaborative sessions. We continue to revisit E-Sign, in hopes to achieve an ideal state for both our U.S Business Bankers and clients.
This design aims to give the banker a clear look at the signature status of these documents. By having this information, the client can know who has and hasn't signed their documents.
Deposit accounts that are opened before signatures are collected was a huge problem for the business. We saw a large amount of accounts opened without the necessary signatures.
Originally, entity-level documents were scattered across the application. Now, the entity-level docs can be found in one central location and the signers can be selected for a particular document.
How might we support first-time users with a smooth and easy onboarding process?
