Vantage is a new platform that enables Wells Fargo’s commercial banking clients to run their businesses with a modernized, persona driven user experience, powered by the latest AI and ML capabilities.
Opportunity
The existing CEO (Commercial Electronic Office) product consisted of a landing page with a series of deep links to 60+ siloed product applications, rudimentary account balance information and no way of distinguishing between the various user roles found typically found within commercial banking organizations.
The new version of CEO, now called Vantage, will integrate the capabilities of the siloed applications into a persona based, cross-channel digital experience.
My Role
As the design director, I was responsible for the overall design of the product (information architecture, navigation, visual al design and branding) as well as core features like move money, credit & lending, Insights & reporting, alerts/notifications, task, user profile and settings. I worked closely with product management teams to ensure user needs were in a alignment with product requirements. I partnered with the design systems team to help build out a robust set of reusable components to be used throughout the new experience. I collaborated with the development teams to make sure what was built matched what the design, content product and accessibility teams had specified. I also contributed to the readiness materials used to communicate to our clients about the rollout of Vantage.
Results
Since it’s rollout in Q4 of 2022, over 1000 users has started using Vantage with no client complaints and or service calls.
