Communication Vision

The client seeks to create a modernized, human-centered branch communication strategy to improve end user service using modern capabilities. We designed scenarios which highlighted key channels of the ideal state of branch communication.

Disclaimer

The digital content presented below has undergone modifications and alterations to safeguard the confidentiality and privacy of the involved parties. Any identifiable information has been intentionally removed or replaced to ensure anonymity and protect the clients' identities. These precautions have been taken to uphold the utmost confidentiality and respect for all parties depicted in the content.

Envisioning The Ideal

Journey 1 is a situation where a Branch Office Associate needs help with a task and self serves themselves through ‘Solutions Hub’ for a Documents & Scanning issue

Journey 2 is a similar situation where a BOA has to request help through the ‘Solutions Hub’ to the HO. The process was transparent and streamlined to improve accessibility of communication to HO.

Journey 3 is unique simulation of a stock split and mass communication to branches. Journey 3 highlights automated tasks created from messages in addition of message threads and tracking multiple communications.

3 webpage screens depicting an internal system for a financial advisor office.

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