Case Study
Unified Client Application
I designed a new, digital application that allowed small business clients to apply for multiple banking products in one guided session, rather than navigate separate applications for each product. The result was a shared application experience that reduced repetitive steps, boosted digital sales, and preserved the risk controls required across products.
The Team
VP, UXD (Me)
Digital Leadership
Product Owners
AML/KYC Risk
Sales
Engineering
The Timeline
13 months
Limited pilot release


