Case study

Self-service

Client
Citizens Financial Group
Platforms
iOS & Android
Designing for self-service - Citizens

Citizens Financial Group delivers a broad range of financial services to millions of individuals, companies, non-profits, and institutions.

Business Outcomes

2pts+
Increase in Net Promoter Score
5%-
Decrease in # of support calls

The problem

Customers did not have the ability to update their contact info within the mobile app which resulted in a significant increase in customer support calls.

Opportunity

Reduce call center volume and increase customer satisfaction by crafting an industry-leading self-service experience.

My role

Leading design from concept to execution.

As the lead designer, I was responsible for:

How I led it

I was the solo product designer on the Citizens self-service work, working across iOS & Android with one product manager, two developers, and one QA engineer. The work meant aligning stakeholders across the organization: legal, customer service, content, and engineering.

The hardest call was documenting new design patterns and creating our own component library, because we were in the midst of transitioning from Sketch to Figma.

The tradeoff was testing. We didn't test the proposed designs, due to the user research team's resource and time constraints.

The work

From first concepts to shipped screens.

Crafting the end-to-end experience across iOS & Android.
Crafting the end-to-end experience across iOS & Android.
Moving from wireframes into polished visual designs.
Moving from wireframes into polished visual designs.

Outcome

The project met it’s goals:

Deliverables

User flowsCompetitor review / analysisVisual designsPrototypes for user research and cross-functional alignment

Testimonial

“
I want to thank you for contributing to the Component Library in Figma! Because of your hard work, customers will have a more consistent experience and your own team will be more efficient at delivering great experiences by utilizing thoughtful design patterns you made. Great job!”

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