Company

Comerica Bank 2022

My Role

In my role as the lead UX designer, I conducted customer interviews, analyzed call center data, performed competitive analysis, developed personas, crafted user flows and wireframes, executed visual design, prototyped solutions, and conducted usability testing, ensuring user-centric design decisions throughout the project lifecycle.

Problem

The current Treasury mobile app provider is moving to open source and there will no longer be formal support. App has an outdated experience and does not support the users primary tasks.

Goal

Update the app to a modern platform and improve the user experience leading to an increase in:

• logins per day
• deposited checks
• payment approvals / creation
• mobile service customers
• app store rating

Also, this app would serve as the foundation for the new mobile design system.

Users

• Cash managers
• Forecasters

Challenges

Finding the right balance between how much information is displayed upfront compared to having to drill down to lower levels. Providing a relationship manager type experience in the app that customers have come to know and expect while interacting directly with their account manager.

Approach

• Customer interviews
• Review call center data
• Competitive Analysis
• Personas
• User Flows
• Wireframes
• Visual design
• Prototype
• Usability testing

Solution

• Home screen content aggregated from available services
• Ability to drill into business accounts
• Approve and create payments
• Batch business check deposit
• Accessibility – voice over of screen content
• Light and Dark mode
• Android / Apple phone and tablet app

App Store

https://apps.apple.com/us/app/comerica-treasury-mobile/id1051410838

Prototype

Screens