This project was to enable bankers to make connections between external contacts to better serve existing clients and to forge relationships with new ones by sharing connections.
Re-think the document management experience from the ground up and provide a seamless experience for bankers connecting digitally on the go.
The first phase was to understand the business requirements by examining the functional requirements provided by the client followed by reviewing the existing management system in use.
This provided me with the background knowledge that I was looking for before I carried out the design work and to make sure that I understood the existing user experience of the product.
Based on the requirements and after reviewing their existing system, I began the design of the journey flow and reviewed this with the team and the client accordingly.
Once an agreement had been reached, my next task was to explore the mobile app experience by designing the wireframes of all the key screens based on the journey flow again this was an iterative process that was repeated and worked with the client until we reached the signed-off stage.
Here's the final design of the app including the demo video of the app prototype.
The product reached the final stage of the release process when I left the project. If the product had been released as planned, I would expect the result to be a success. The new mobile solution would empower bankers to receive and add information on the go about their clients in real-time.
It would also enable bankers to keep up-to-date with the latest information about their clients via meeting notes and planning for their upcoming meetings. All of this would contribute greatly towards a better user experience for the bankers while enabling them to better serve their clients anywhere they go.
