Fast growing financial services company was struggling with loan application process refinement, targeting high-value customers, and optimizing customer acquisition funnel.  Activities included customer research, persona development, journey map workshop & development, opportunity roadmap, omni-channel customer experience, loan application process updates, various ongoing projects.

Workshop kickoff presentation.

Journey map content matrix.

Primary persona Chuck.

Primary persona Steven.

Dashboard layout sketch.

Dashboard wireframe stages.

Journey mapping workshop.

Primary persona Chuck.

Primary persona Minh.

Secondary persona Michelle.

Dashboard wireframe full page.