Challenge Many features have been introduced to clients but accustomed to traditional banks, they were still unaware of all that the Cash account had to offer. We wanted to improve the way we surface these features and onboard clients into cash so they have all knowledge and tools needed to make it their primary bank account.
Contribution I expanded our initial focus on a single breather screen to include spendable, non-spendable, and joint accounts. I saw the need for alignment across these screens to ensure a cohesive user experience, so I proposed a unified content strategy that would keep the design patterns, content structure, and tone consistent while still allowing for unique messaging specific to each account.
To bring clarity to our value propositions, I organized the information architecture, introducing a hierarchy that made it easy for users to grasp the benefits at a glance. At the screen level, I crafted introductory descriptions that framed each account’s unique value, setting a clear context for users right from the start.
For the bulleted lists, I focused on a user-centered approach by highlighting the benefits instead of just listing features. I used a conversational tone to communicate directly with the user, making each point relevant and engaging. In contrast, I designed the carousel section with a more transactional tone to zero in on key account features, allowing users to quickly assess specific functionalities.
