MeasamUI/UX — Account Opening
35% higher form completion and 25% faster time-to-submit in prototype testing.
Redesigned the account opening experience within online banking — reducing friction, improving form clarity, and connecting the flow to personalized account recommendations.
.png)
Problem Statement
Dollar Bank's account opening flow existed largely outside the authenticated banking experience, creating a disconnected journey for existing customers who wanted to open additional accounts. Forms were long, instructions unclear, and the experience was not optimized for mobile completion.
Methodology
Ran stakeholder workshops and customer interviews to map pain points across the existing application form, confirmation states, and post-open account setup steps.
Led Sprint 6 (Account Opening) — generating concepts on Day 1, building wireframes anchored to business requirements including group banking, bill pay pre-enrollment, and auto-fill from existing account data.
Developed high-fidelity prototypes covering account type selection, personalized recommendations, pre-populated fields for authenticated users, and a streamlined onboarding checklist post-opening.
Key Decisions
Results and Impact
35% increase in form completion rate during prototype testing compared to the existing flow.
25% faster time-to-submit measured during moderated usability sessions.
Roadmap items validated and handed off: Account Opening from OLB, Group Banking, Bill Pay pre-enrollment, and auto-fill registration from D&D to OLB.
Full case study deck
Production screens from this engagement are covered by NDA and available on request.
Get in touch