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