Baxter Credit Union Banking Calculator
Banking is just the beginning of all this credit union offers its younger members. Baxter Credit Union wanted to refresh their home page with an update to their banking savings tool to engage better with customers and increase the number of services each customer could enroll in.
Role
Redesign the home page of the credit union to improve the value calculator customer experience and increase the number of services each member used
Work with digital strategists to insure development was feasible and provide key stakeholders proof of concept to move project forward.
Source and create icons using established brand guidelines and colors that interacted with the tool for hand off to developers to code
Increase user activity with customers to promote savings with bundled product offerings
Add versatility for tool use on multiple landing pages so members could contact credit union representatives ensuring a human connection could enroll members in multiple programs.
Tools
Figma for product design, wireframing, user flows, prototypes and testing
Adobe Illustrator & Photoshop for design assets, branding and iconography
Google Forms, Documents, Sheets & Slides for content strategies, survey distribution and results, and presentations for final design refinements
Deliver a better digital banking tool for members
Working w/ multiple teams including project managers, digital strategists, and developers, I surveyed solutions to produce a new value calculator.
Using simple html codes for a pie chart with radio sliders and new accessible iconography allowed members to choose services, see potential savings and provide selected savings that would populate the pie chart for them.
Establish both static and active states with new icons made pixel perfect
Present high fidelity mockups to key stakeholders and gain consensus on proof of concenpt on final layouts to move the project into development
