Loan Origination
B2B transformation of muni loan origination
The ultimate search engine where associates leverage improved workflows and experiences
Not Disclosed
UX Developer, Prototyping, Interaction Designer, HTML & CSS asset development
Sr. Management, Product Owners, Project Managers, Information Architects, Researchers, Content Strategists, System Analysts, Engineering
Online Resource Library
Organization call center representatives used an outdated system of links. When on calls with clients, finding appropriate customer documents & resources was extremely difficult. Reps resorted to using built-in browser search tools to find relevant information. This approach was not only slow, but also error prone and was an indication of an outdated information architecture, UI and lack of efficient means to search intelligently.
A brand new system was designed from the ground up. Highlighted features include:
With a reimagined IA and complete redesign, associate productivity increased to over 50% and customer satisfaction and retention remained at an all-time high.
Global search helps reps find content quickly and easily. Global menu allows a traditional navigation scheme.
Distinct call-to-action for various user profiles.
Powerful full featured search engine. Faceted search to refine and fine-tune results.
Specific content areas allow reps to cater to specific asset classes, customer needs and requests.