Truist Holdings Page
Truist Digital MVP - Single Holdings Page
How might we create a single page that provides important information for both clients and financial advisors to easily accomplish tasks and goals?
Problem
The current experience for the Wealth Client and Financial advisor is a complex path of knowing where data can be found. Often the experience contains many separate paths and includes data buried in multi-modal experiences. The time and effort it takes for clients to produce reasonable task results is very lengthy or tasks are abandoned.
This digital experience is more complex on a small screen device and is less than ideal as the web-responsive nature is limiting in functionality and is challenging wayfinding if it is available in the digital experience. Our Experience Design crew was asked to come up with a minimum viable product that could resolve the wayfinding and overall information architecture of the data needed for much of the tasks associated with Holdings accounts.
Gather Requirements
The direction I provided for this crew followed the IDEO Design Strategy process of the Strategy Choice Cascade. This process conducted through small workshops included executive leadership, development, and our primary stakeholders to uncover our winning strategy. Our process allowed us to understand the overall scope of what we wanted to accomplish and what would be considered an MVP. Through our process, we evaluated the capabilities of improving the experience through Inclusive Design by future-proofing the core structure of a single page that would provide the most important information that would be easy to read, understand, and navigate.
Ideation
During the Discovery to Ideation phase, we assessed the capabilities and management systems, identifying barriers to overcome. Over time, the Experience Design crew gained a deeper understanding of the possibilities and determined the key elements required for creating an MVP experience. We explored various concepts for multiple client types and a multi-modal experience across native app and web platforms. My role involved providing clear direction and guidance to clarify the vertical slice needed to meet the MVP goals and future-proof the core structure for ongoing improvements.
Throughout the ideation process, we gained valuable insights into user preferences, pain points, and expectations. We discovered that a single-page structure with inclusive design principles could significantly improve readability and comprehension. We explored the capabilities of both native apps and web platforms, identifying opportunities for creating a multi-modal experience. The ideation phase allowed us to validate assumptions and understand the core elements necessary for a successful user experience. By combining user feedback and our expertise, we were able to design a robust foundation that would support continued improvements and future growth.
This visual is part of how the crew were able to be functionally competent and self supporting.Solution
The MVP served as a foundational solution, enabling us to evaluate the feasibility, cost, and timeline of building an internal solution for Truist. It allowed us to make informed decisions regarding vendor partnerships and paved the way for designing future enhancements based on user feedback and evolving needs.
The solution that the crew was able to create allowed the business to run an official evaluation of the cost and time frame to build an internal solution for Truist. This evaluation allowed them to make additional decisions on previous needs and commit to the vendor-provided solution. Furthermore, it initiated the process of designing the experience and client journeys to build on the learnings for what would eventually become a full in-house build.
