Our team worked hard to bridge the gap between marketing, the product, and the Wells Fargo customer experience.
Credit Card Sales Transformation
Business Credit Center
A dynamic digital experience designed to address different kinds of customer needs:
A customer who saw an offer and wanted to act
A customer that knows exactly the kind of card they want
A customer who wants some guidance to get to find the right card for their needs.
Transforming how to market to small business owners
We started with SBO’s biggest questions and challenges:
How can I grow my business?
What things can I do or know to help me succeed?
Where do I want to take my business next?
This allowed Wells Fargo to answer financing specific questions like “Does business credit play a role?”, “How can I use business credit?” or “What do I need to get business credit”
We built confidence by engaging business owners, stimulating thought and, trying out scenarios with them.
Homepage Redesign
Cross-sell to customers with a high level of behavioral inertia
Designs crystallized around a specific points of view: real-time customization built around customer data, customer focused service, omnichannel
Debranded prototypes put into testing w/both WF customers and non-customers
WF customers preferred the most “WF-like” design