Sponsored by the wealth line of business, this mass market and wealth consumer product concept was intended to explore possible customer experiences and applications for a collaboration platform for mass market and wealth prospects, offline clients and 3rd parties.
Project role: Experience strategy, facilitation and interaction design.
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Experience Strategy: conducted business and customer research and strategy to determine the business processes and consumers perceptions and behaviors regarding collaboration with Wells Fargo team members.
Design Thinking: collaborative and co-creative workshops used the business, and customer research insights to ideate on and formulate an experience framework created around helping mass market and wealth customers collaborate more effectively with Wells Fargo team members.
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User Flow and Wireframes: the final concept centered around two use cases for mass market and relationship lead customers. The first was in the context of mortgage pre approval for rental property purchase and the second was a relationship lead prospect collaborating with a financial advisor, their team and the prospects financial team.
Post launch: the validated final concept tested well with mass market and wealth customers clearly demonstrating that new collaboration tools are needed and desired by mass market and wealth clients.
