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Renewing account and maturity instructions

Research  •  Wireframes  •   User Interface  •  Prototyping

Creating a smooth and easy renewal journey for our clients to renew their existing fixed-rate savings accounts.

Challenge

At the end of a fixed term the clients funds are returned to them and then asked if they would like to reinvest. The clients are confused by this and start to look around for deals, they get confused by what rate they will get and how to reinvest their money.

The objective is to design and build a smooth journey for our clients to take out another fixed term savings account with preferential renewal rate, to improve retention of Fixed Rate Savers by 60% and to reduce the number of questions coming into live chat.

Discovery

When going through the flow and having conversations with Clients and Product Owners we found the journey is very disjointed and difficult for our clients to continue to save with us.

Laptop

Mapped flows

Final designs

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