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Use case - account customization

missed opportunity

The current Mobile App lacks the ability for customers to customize the view of their accounts on their dashboard.
Customers have expressed desire to customize which accounts appear on their customer dashboard along with their grouping and order, so that their account list reflects the way they think about and manage their money.

SOLUTION

  1. Provide an entry point from User’s Dashboard that allows to customize their account views.

  2. Separate the edits into two separate actions to accommodate separate processed individually.

  3. Always give a way for the user to reset and a dismissible warning

The end result with the customizations which complies with multiple types of users.

 

Business Goal Achieved

Users show positive feedback and interact more with their Online Platforms