Posted by & filed under Associated Bank.

Bank at Work Program

The following activities were carried out to explore ways the Marketing department could shift to a more targeted approach and grow in UX maturity.

Goals:

  • Target two very distinct types of users: Employee and Employer.
  • Present the right information at the right time in the process for each.

Suggestions:

  • Adopt new technologies (QR codes, SMS) to aid in switching channels.
  • Dynamically create offer pages and their related emails.
  • Validate personas through Google Analytics tracking, test customer satisfaction through a customer journey map.
  • What modifications to our current data could aid in sorting current and potential customers into groups/subgroups related to the personas they match?
UX-for-BAW-personas
Personas: Let’s strive to understand who our users are so we can understand how to serve them best.

 


baw-whiteboard2
Journey Mapping: Create the path each user type would typically take to complete a task.
This exercise determines which individual marketing projects should be created.

 


UX-for-BAW-journeys1

 

UX-for-BAW-journeys2
Wireframing: Start filling in content for each marketing piece.
Aid in reducing friction when the user transitions from one channel to another.