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Integrating the in-branch and digital banking experience

A large regional bank wanted a differentiated experience that would drive new account openings and demand for their services.‍

Experience Strategy
Design & Development
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people banking at a modern branch

Goal

A large regional bank needed to create a new way to engage customers that aligned with their in-branch experience and provide a flexible digital banking experience to meet customers’ unique needs and preferences. The bank wanted to differentiate themselves by providing an ecommerce experience that would help set them apart from other regional banks and fintechs. Their primary goal was to provide a new modern site for pre-login that would drive new account openings and demand for their other services.

people banking at a modern branch

Solution

The bank partnered with g2o because of our research, design, and Sitecore CMS expertise. The team began by conducting interviews and workshops to understand what customers wanted from an online banking experience. We explored strategic ways to meet those needs and met with the project sponsors regularly to discuss the design and developments phases of the project. One of the bigger challenges that needed to be overcome was that less than half of their offerings were on the current site and they needed to consolidate several sister sites where this information resided. As a result, the project involved a complete redesign of the site’s information architecture, content strategy and creation, and the delivery of the unified ecommerce experience.

people banking at a modern branch

Outcome

g2o’s understanding of the banking industry and digital experience expertise helped the team hit the ground running to deliver on the aggressive timeline.  The new site has made it easier to onboard new customers, provided better visibility into the services they provide, and has improved visitor satisfaction. In addition, by leveraging Sitecore as the underlying technology,the team was able to deliver a solution that the client can effectively manage and adapt in the future.

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