Project: Design Lead, Banker Portal Initiative
(Financial Services, ubank)
Challenge: Bankers at ubank, crucial for assisted home loan applications, faced significant inefficiencies due to fragmented tools, lack of visibility into customer data, and inconsistent processes. This led to lower conversion rates from leads to application submissions, reduced application quality, and increased manual effort for both bankers and underwriters. The project aimed to empower bankers with an intuitive digital experience to drive higher conversion and approval rates, improve efficiency, and enhance compliance.
Continue reading “Transforming back of house to unlock real customer outcomes”