Enhancing Online Banking Experience for Multiple Account Holders

Transforming Banking Experience Through Customer-Centric Design

See how our tailored research approach can help you make data-driven decisions that increase adoption, strengthen loyalty, and drive digital banking success.

In this case study, URI:

  • Uncovers sophisticated financial strategies that contradict assumptions about preferences for consolidated account views
  • Identifies where proposed designs create friction in essential workflows, particularly with core features such as Bill Pay
  • Maps how customers navigate between accounts, maintain mental separation of funds, and manage financial tasks
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