Bank Branch Account Opening | UX/UI | Concept to Development
Lily Liu
Woodforest National Bank ( 760+ bank branches) wanted to modernize their account-opening experience for in-branch customers.
Project Goals
Designed a solution allowing multiple financial products to be opened in the same flow for multiple people, from concept to development.
Consistency With Online Account Opening
Create a seamless account opening experience for customers that is as easy as the online experience.
Compliant, Efficient, and Flexible
Design a compliant, efficient, and adaptable solution that can meet various client requirements and federal regulatory standards.
Automate When Possible
Automate and modernize manual workflows to increase flow efficiency and data accuracy.
Design Process
Deliverables/Outcome
All designs and documentation were handed over for full development.
Links
View Figma interactive prototype:
View the full case study: https://lilyliudesigns.com/woodforest
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Posted Oct 10, 2024
Designed in-branch account opening flows, enabling bankers to open multiple products for multiple customers in a single process, from concept to development.
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