Text Banking

The Challenge

Adding SMS messaging to the suite of Mobile Banking services. The enrollment flow required a two-step authentication process and customers would be able enroll up to two phones.

My Role

I created wireframes and designed an end-to-end customer experience that supported a multistate enrollment flow, device management page and SMS query/response interactions.  Additionally, I designed the unauthenticated sales pages in conjunction with the Marketing team.

Device management wireframe

Device states wireframe

First step of enrollment process

SMS query/response interactions

The Result

The marketing page describes the service benefits and how it works.

The first page of the enrollment flow describes what to expect during enrollment.

The Device Status display supports enrollment scenarios and provides tools for each item.