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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