Application Entry Points

www.chase.com

www.chase.com

Project: All In One Enrollment

This project is the redesign of the current Classic Chase Online enrollment flow into a CXO version that is ADA-compliant and translated into Spanish. The flows are the current way that existing customers who have accounts with Chase, but who don't have digital credentials, create a user ID and password.

• A little over 1 Million Customers arrive at the getting started page per month

• About 225K people complete the flow per month

Project Requirements:

  • Online Credential Creation: Facilitate secure and user-friendly online credential setup for mortgage application access.

  • Basic Customer Information: Implement a feature to capture essential customer information before loan application initiation.

  • Digital Channel Compatibility: Ensure seamless integration with other Chase digital platforms for a unified user experience.

  • User-Controlled Process: Enable customers to manage and track their mortgage application process.

  • Mobile Optimization: Design the application for optimal performance across various mobile devices and platforms.

  • ADA Compliance: Adhere to ADA standards for accessibility, including screen reader compatibility and keyboard navigation.

  • New User Onboarding: Streamline the process for new-to-bank users to set up their Chase.com profiles.

  • Security Measures: Incorporate robust security protocols to protect customer data and privacy.

  • Intuitive UI/UX Design: Create a user-friendly interface that simplifies the mortgage application process.

  • System Integration: Ensure full integration with Chase's existing systems for information continuity and customer service.

  • Testing for Reliability: Conduct thorough testing, including user testing, to ensure application reliability and efficiency.

  • Customer Support Access: Embed accessible customer support options within the application, such as live chat and FAQs.

Target Users:

  • Existing Chase Customers without Digital Credentials: The primary target audience consists of existing Chase customers who currently do not have online access to their accounts. These users need to create a user ID and password to access digital banking services.

  • Users Requiring ADA Compliance: This includes individuals with disabilities who require an ADA-compliant website. The redesign should ensure that all features are accessible, with considerations for screen readers, keyboard navigation, and other accessibility tools.

  • Spanish-Speaking Customers: With the enrollment flow being translated into Spanish, this clearly targets Spanish-speaking customers who prefer or require services in Spanish. This group might include both bilingual customers and those who primarily speak Spanish.

  • Tech-Savvy Users Seeking Enhanced Experience: While not explicitly mentioned, users who are familiar with digital platforms but seek a more streamlined, efficient online banking experience can be considered a secondary target. This group values intuitive design and efficient processes.

  • Security-Conscious Users: Given the nature of online banking, users who are particularly concerned about the security of their digital credentials would be interested in a system that offers robust security features.

  • Elderly Customers: Often, elderly customers might face challenges with digital platforms. The redesigned, ADA-compliant system would be more accessible and user-friendly for them.

  • First-Time Digital Banking Users: Customers who are transitioning from traditional banking to digital platforms for the first time would benefit from an intuitive and easy-to-navigate enrollment process.

  • Customers Seeking Mobile Banking Solutions: With the increasing use of smartphones for banking, customers who prefer mobile banking would be target users, assuming the redesign includes mobile optimization.

My Roles:

  • Design Project Lead: Steered the design vision, ensuring aesthetics and functionality aligned with project objectives.

  • UI/UX Workshop Facilitator: Led workshops to gather input, refine design ideas, and facilitate understanding and consensus among stakeholders or within the design team.

  • Research Lead: Conducted and analyzed market and user research to inform data-driven design decisions.

  • User Research Coordinator: Organized and coordinated user research efforts, including recruiting participants, scheduling sessions, and facilitating interviews.

  • Prototyping & Testing Oversight: Spearheaded the prototyping and testing phases, validating design efficacy and ensuring product reliability before deployment.

  • Project Management: Managed project timelines, resources, and stakeholders, ensuring systematic progress and adherence to predefined benchmarks.

Design Process

Project Collaboration Process