The purchasing of Bank of the West by BMO Bank North America was not one bank rescuing the other from financial ruin, however, it came at a time when bank failures was the latest story making headlines. We needed to guide customers to move their banking over to BMO, a bank most of them had never heard of, while maintaining customer retention.

We prioritized simple and clear language with lots of reassurance, highlighting what was staying the same, what was changing, and what they could expect, emphasizing the benefits. We used clean design to eliminate noise and confusion and familiar styling so customers knew this messaging was coming from their bank they have entrusted thus far. We included friendly imagery and elements of delight to portray the occasion as a safe and beneficial hand-off.

This is a prototype we created to test this experience - the bank names were changed for user testing purposes.