bmoredesign
BMO
Redesigning the BMO Learning Experience: Simplifying Complex Financial Journeys
Category
Client
Year
Project overview
The BMO Learning project aimed to attract newcomers to Canada as banking clients. As a team, we discovered that newcomers are often budget-conscious and unfamiliar with Canadian banking. To address this, they developed a gamified app that rewards users for learning about banking through tutorials. The app helps newcomers understand BMO's services, showcasing its advantages over competitors, with the goal of converting them into clients.
My Role
Problem
Difficult Navigation
Users found it difficult to use the platform and had trouble finding the information they needed.
Overwhelming Information
The content was too much and confusing, making it frustrating for users to understand financial topics.
Lack of Personalization
The platform wasn’t tailored to users, making it less engaging and the learning resources less helpful.
Goal
Goal
Design Process
Research
Ideation
Launch
Interviews
Lo-Fi Wireframe
Prototyping
Understanding PainPoints & Needs
Testing
Testing
Refinment
Refinement
Launch
Interviews
What We Learned From Interviews
Comfort with Banking
Participants had varying familiarity with the Canadian banking system, which informed our decision to create tutorials for different experience levels.
User Goals
Participants' goals varied, with students focusing on budgeting and professionals prioritizing investments, leading to tailored learning paths.
Comprehension
Many participants struggled with financial products, so we created simplified, step-by-step tutorials to enhance understanding.
