Request for Information (RFI)
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Platform: Desktop, mobile (Responsive)
The Request for Information feature for Wells Fargo's CEO application allowed business customers to verify their corporate information periodically on a digital platform. |
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My Role
My role was a visual designer for this project with the task of developing conceptual mockups and final designs for RFI, which consisted of multiple areas related to company's structure and ownership.
The Challenge
The challenge was how to get users to adopt a digital process for verifying and editing corporate relationship information such as legal entities, the markets served by their companies, and beneficial ownership structure. At the time, the process of verifying or changing relationship information was done manually by working with a relationship manager and having to review and sign hundreds of documents.
User engagement and understanding of such complex information in a digital product was a critical aspect of this effort.
User engagement and understanding of such complex information in a digital product was a critical aspect of this effort.
Research: Personas and Scenario
We developed personas and scenario based on types of individuals who would be typical users for Wells Fargo's CEO applications.
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