Following a merger of two equal bank partners, Whitney bank and Hancock bank needed to create a merged online presence while maintaining the unique qualities of each brand. I was involved with this project from the very beginning, as a subject matter expert attending sales calls. When the project was awarded to the agency, I assumed both a leadership and operational role. Building consensus and defining the project with the newly merged leadership team was a critical first step. We conducted research that outlined business objectives, goals, third party relationship considerations and identified potential roadblocks.
We conducted extensive user research to define our target market and understand what would meet their online banking experience expectations. Understanding user limitations (let’s face it finance is complicated!) and balancing that with the job they were trying to get done, allowed us to create an effective and efficient interface that meets the needs of both the users and business.
Client: Hancock Whitney
Define business objectives, dissent among leaders, third party relationship considerations, competitive analysis and potential roadblocks.
User research including interviews, ethnography studies, persona development, surveys and user flows.
Prototype development and testing.
Information architecture design and validation.
Visual design consultation.