top of page
Back to the top

Your data, your control: Personal settings

Empowering commercial banking clients by giving them control over their personal data and communication preferences. 

Background

Limited control over personal data and preferences ​

​

The existing personal settings in the current platform were limited due to:

​

  • No system of record for non-legal roles

  • No verification process

  • Multiple digital credentials for a single identity

​

Our goal was to make users the primary source of their own contact data, not only to collect the most relevant data from them but also to empower them with greater control over their personal data, thereby fostering trust and transparency throughout the experience. 

Phase

Group 2 (4).png

Understanding the user persona

Group 24.png
Group 25.png
Group 168 (1).png

Multi-user flow: Current vs. Post-migration state

Group 170.png

UX Strategy

  • Advocating for and executing user research for a high-risk, multi-user system migration

  • Centralized self-service platform

    • Providing control over their own personal data

    • Reducing the time spent updating information via associates

Concept testing

concept (2).png

  • Participants:

    • Client/TM associates who work with clients who have multiple digital credentials

    • 1:1 user interviews + TM panel meeting

​

  • Multiple entities living under 1 digital identity

  • Freedom to change org view 

  • Verified contact information 

  • Self-serve edit/delete options

Concept testing findings

  • ​​Positive response to the self-service platform

  • Negative reaction to merging separate entities into one space

    • Risk of data mix-ups & miscommunication

    • Restricted access & ownership of accounts

Design solutions

Enable optional consolidation for related entities

(pre-entry to settings page)

​​

Create a secure personal settings space with role-based access controls (Admin overview)

Pivot

New scope for the MVP​

  • Tech constraints on data consolidation

  • Data privacy requirements 

  • Frequent change in delivery timeline

Design

Scoping the new MVP

Group 172.png
Group 176.png
Group 179 (1).png

Next Steps

  • Ensure design pattern consistency with other platform designers

  • Align with the data/cyber team on constraints, requirements

bottom of page