Create User
BMO
Our banking platform wasn’t serving the needs of smaller companies. They found the platform too complex, hard to understand and tedious to use.
We created a new platform, designed to meet the needs of this customer segment. My team worked on the administration flow - ruthlessly simplifying and streamlining every part of the user experience. Below are a few key screens for one of the flows we developed. It helps admins quickly and easily add new users to the platform.
Add new user
Instead of using dry, hard-to-understand banking terms, we framed the question from the admin’s perspective. This makes it easier for them to understand and answer.
Depending on the selection, the relevant screens would be displayed. By showing only the information the admin needs, we help reduce cognitive load.
The admin sets up account access with a few simple clicks.
Finally, the admin can review the details, make sure everything looks good and add the new user. Within just a couple of minutes, the task is done. Woo hoo!
