Optimizing cross-sell strategy

My role: Design


Project: Marketing / Offers


Year: 2024


Company: BMO Bank, US


GOAL

With the newly updated digital banking pages going live and aggressive sales goals on the horizon, BMO needed to utilize this new space to create more entry points to engage customers and increase new account openings. With an offers page underway we needed to bring those offers to where the customers would be - their accounts page - and engage them to explore these opportunities and further create interest to navigate to the full offers page.

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Solving for accessibility and inconsistency: new color system and design library

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Prototyping for company merger customer experience