In order to provide a thorough review of your financial product (Examples: Checking Account Structure, Product Marketing, Online Banking UI/UX, etc.) I may require product material, a controlled log in for software review, or any other tools to assist the review process.

My reviews in many cases will come back with items that will be marked for areas that need improvement. My goal is to find the bottom line of the item reviewed to elevate the floor of the user experience. Customers/Members who provide negative feedback often fail to articulate specific issues, often resulting in negative reviews. My goal is to assist you and your team to reduce those instances.