This is the opening screen of the application. I worked closely with a user experience professional, and provided the creative direction along with being the primary designer on the project.
This is the same screen, but with customer information input into the four quadrants.
The second tab allows bankers to record customer goals, interests, employer, and see their current Huntington accounts.
The final tab allows bankers to see any previous notes made about the customer and any change history.
gLike
MAX - Banker Account Opening
When opening a Huntington account, this is the get-to-know the customer portion of the on boarding process. The four quadrants help organize the customer's information into Income, Savings and Investments, Credit and Loans, and Payments and Transfers. To the right are product offers to assist in selecting the right product(s) for the customer. The tabs at the top allow bankers to save the customers goals and reference a running history about customer notes and alterations.
