Situation
Responsive System for Credit Union Staff
Within the Co-operators group of companies, Cumis is a leader in credit union protection. Creditor insurance solutions and competitive financial services are provided to support credit union members. A legacy system is in need of a significant overhaul and upgrade. There is need to create a responsive system for credit union staff, a mobile friendly app experience for sales reps, and an improved online experience for the end customers.
Services
- Digital Brand Strategy
- Fan Engagement
- Community engagement
- Social Media Strategy
- Communications Planning
- Social Media Strategy
- Branding & Identity visuals
- Communications Planning
Solution
With a better user experience as the priority on this engagement, user interface design and creative teams were in the lead of a group of twenty five developers working on backend systems.
A review of the current application state identified the gaps in a needs analysis. Design thinking and collaborative sessions with business development teams mapped out key features, benefits and . Desigeners mocked up new digital design
With a legacy system redesigned to be responsive and mobile friendly, business development and sales teams could have 'in home' and 'in credit union' experiences with customers seated in the comfort of cozy chairs with tablets to share information.
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