Wells Fargo + Microsoft Teams: Bank-of-the-Future Interfaces
Working in the Innovation and Experience space, Microsoft approached us to help them sell a bank-of-the-future concept for Wells Fargo. From workshop through concept, UX and design, we created interfaces for tellers, advisors and customers, all powered by Microsoft Teams and AI.
Role: Creative Director
Workshops
With Microsoft and Wells Fargo, we evaluated the the current states and ideated what we’d like to see from the relationship, communication and experience perspectives.
We then synthesized the results and created UX outlines and flows
Teller interface
The core of the teller interface had two significant changes: 1) a smart interface with customer financial information to suggest actions and 2) a simple, stepwise transaction experience that mirrored the way customers speak.
Banking Advisor interface
We created a dashboard for banking advisors that focused them on “the one, next thing” in several categories: daily meetings, daily tasks, customer meetings, insights and more.
We also updated the customer page for advisors. This page provided advisors with smart insights and advice to fuel more productive meetings.
In-Branch, Customer App upgrade
For customers, we added an AI-powered chat experience to the existing Wells Fargo customer app. This experience utilized the waiting times while customers waited to meet with financial advisors.
