Contact Details Overview
Total Expert, Inc.
The Contact Details area of the site provides all the information about a financial institution's individual contacts. There was a desire to create an Overview tab (other tabs included profile details, product details, activity, marketing) so that the most important contact information could be surfaced and easily accessed.
The intent is to provide a snapshot of the contact’s financial standing and their account/service engagement with the institution. This allows Total Expert’s banking customers to provide the appropriate level of service to their contacts, including opportunities to deepen the relationship.
Who is the customer?
Customer's financial picture
Who is the customer?
Customer's relationship with bank
How do we communicate with them?
Marketing communications that customer receives from bank
Organizing the data
Challenge: present 20-30 data points in a scannable, easy to digest, dashboard-like experience, so that the banker is able to quickly get a picture of the customer they're working with.
For starters, we aggregated the data in categories that would tell a story: Who is the customer? How do they work with us? How do we communicate with them?