A leading bank wanted to redesign its client account application process. The firm sought to improve its process flow and close any competitive gaps to better meet customer expectations. Our Personal Banking Research Services team quickly leveraged our existing research into application processes from 22 leading financial firms, providing a comprehensive report with firm-by-firm breakdowns and screenshots. Through our established UX principals and decades of digital experience, our analysts evaluated application processes to identify best practices for usability, design, required information and account funding options. Our researchers also provided a point-by-point comparison of the firms across 200 categories. With our report, the subscriber identified clear areas of opportunity and gained actionable recommendations for kicking off its own redesigned application process.

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