City National Bank

Personal banking redesign | Vendor tech migration

Situation + Problem(s)

Vendor (FIS) is sunsetting legacy product, no longer supporting enhancements.
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CNB's personal banking experience needs to either convert to new vendor product or build in-house.
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🛠️Methodology

To build in-house, I prioritized capabilities and features, decomposed into a Kanban, Jira initiatives, epics, stories.
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Reviewed all present and future state content and designs in Figma, ensured sync with design system and CNB voice.

📈Result

14% saved in annual expenses by migrating FinTech products to in-house

8% increase in digital enrollment speed after Account Summary launch

Launched CDs amid a crowded marketplace

• Conducted competitive research across 10+ banks offering CDs
• Contributed to content for public pages:

• Worked with lead designer for desktop and mobile app onboarding
• Ensured design system 'progress stepper' element incorporation:

• Applied AI for pre-filled/suggested account funding deposit amounts
• CD Terms, minimum funding amounts, and renewal options were key elements for the UX:

• Authentication, 2FA/MFA, Paperless, T&Cs, Disclosures... Important pieces!

• Stand up! Daily design reviews, ensure UX Research outputs are synthesized and integrated in Figma:

Business homepage | Section placement test

Objective

Increase CNB’s Business banking brand awareness, increase engagement and conversions (Salesforce form completions).

Methodology

Moving “Custom to your business” and “Media & Insights” blades up on page will increase engagement

🛠️Method + Process
Run A/B test on the Business landing page.

📈Result

1. Variant increased form completions, returning visitors, and click engagement for all Visitors.

2. Variant significantly increased clicks to Business and Video content sections.

3. Decrease in clicks to the Media & Insights and Products & Services content sections.

City National Bank

City National Bank

Personal banking redesign | Vendor tech migration

Launched CDs amid a crowded marketplace

Business homepage | Section placement test

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