Omni-channel Consumer Banking Platform

Banking & Finance Mobility, Digitization, UX Design
The Challenge

A large, global North American bank sought to launch a cutting-edge consumer sales and service channel offering a personalized omni-channel experience, aiming to expand its customer base, attract younger demographics, and significantly reduce servicing costs.

Our Solution
Customer-Centric UX

Designed and launched a brand-new user experience tailored to attract younger consumers and expand the bank's overall consumer demographic.

Product Roadmap

Developed a product-oriented roadmap introducing credit cards, deposits, student loans, and others while minimizing disruption to existing customers.

Full Lifecycle Platform

Built a consumer banking platform covering the full consumer lifecycle — lead generation through service fulfillment — with consistent omni-channel delivery.

Mobile Banking Launch

Launched mobile banking capability improving younger customer acquisition and enabling self-service to drive down servicing costs.

Outcomes

Reduced consumer servicing costs by 90% through improved omni-channel experience and self-service enhancements.

Needs-based user experience improved customer retention and service quality significantly.

Mobile banking launch drove meaningful acquisition growth in the younger consumer demographic.

Key Results
90%Reduction in consumer servicing costs
Younger customer acquisition
Omni-channelConsistent cross-platform UX
Details
Technology & Technique
Mobility, Digitization, UX Design, Omni-channel
Industry
Banking & Finance