Primary Bond Market Subscription
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Move Team direction by research
project context
project context
Internal Bank Platform
Internal Bank Platform
The all-in-one tool that streamlines transactions, sells key Bank products like MFOA and Deposits, and serves as the single source of truth for customer info.
My Key Contribution & Team size
My Key Contribution & Team size
My role&:
Senior UX research, UX/UI Designer
Key contribution
Key contribution
Leading Research
Scope Discovery
Team size
1 Project manager | 1 Business Analysis
1 Sr.UX Designer (me)Â | 2 Mid UX/UI Designers
| 1 Business Analysis | 2 DevelopersÂ
problem statement
problem statement
Currently, the Primary Bond market subscription process is entirely physical, meaning Bank staff are overwhelmed by handling paper documents.
Currently, the Primary Bond market subscription process is entirely physical, meaning Bank staff are overwhelmed by handling paper documents.
Challenges & Research
Challenges & Research
Methodologies
Top 3 Insight
Different bond type result in different product behavior.
Results in the display of bond information and impacts how bank staff need to assess customers' knowledge.
Hot bonds fly off the shelf—gone in 60 minutes or less
As soon as the bond opens for sale, it's a race to grab your spot.
The existing service is already fast, but there are many back-to-back issue.
Due to paperwork overload and incomplete documents in operations.
AS-IS Journey
AS-IS Journey
Design & Solution
Design & Solution
Generating ideas across the user journey
Generating ideas across the user journey
To-be Journey
To-be Journey
Overall flow
Overall flow
Validation
Validation
Qualitative interview
Qualitative interview
5
Participants
Persona
Persona
1 Customer advisor | 4 Financial Planner
Key assumption:
Key assumption:
The to-be flow has more documents and a trickier process than before, But is it too long to complete?
Breakdown tasks | Assumptions
Breakdown tasks | Assumptions
Key Insight Summary
Key Insight Summary
Design Improvement Prioritization
Impact
Impact
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