Bank of the West
Text Banking
Bank of America Examples
The Challenge
Add SMS messaging to the suite of Mobile Banking services. The enrollment flow required a two-step authentication process and customers would be able to enroll up to two phones.
Text Banking
My Role
I designed an end-to-end customer experience that supported a multi-stage enrollment flow, device management page and SMS query/response interactions. I also designed the unauthenticated sales page in conjunction with the Marketing team.
Device management wireframe
Device states wireframe
First step of enrollment process
SMS query/response interactions
The Result
The marketing page describes the service benefits and how it works.
The first page of the enrollment flow describes what to expect during enrollment.
The Device Status display supports different enrollment scenarios and provides relevant actions for each.
