OTPBUSINESS ACCOUNT OPENING DESIGN

We helped OTPbusiness shorten and design an online account application process geared towards SMEs based on these objectives in the context of a project conducted using agile methodology. Using the inputs from weekly client tests and consultations with the business side, we continuously fine-tuned the wireframe, which once finalised, was given a fresh design. We also checked the outcome of the design process using eye tracking.

The first step of the online application involves recommending an account package suited to the inquiring customer’s Banking practices following a brief survey. The main features and costs of the different account packages are immediately displayed, allowing them to compare. All information on the specific account package can be accessed easily and quickly on the pages presenting each account package.

After a brief survey, the bank recommends an account package
After a brief survey, the bank recommends an account package

Even before starting the application, the bank account opening procedure is clearly defined, including how long it will take and what documents are needed.

Preliminary information on application
Preliminary information on application

When designing the application process, we strived to create not only a logically structured process, but also to show the progress at each stage.By optimizing the process, an application for a small business bank account can be done in just a few minutes.

Optimization of data entry method
Optimization of data entry method

In close cooperation with other bank units, we have streamlined and created a logical sequence for the required data for every type of business. We used default data to speed up the data entry process and to make things easier for users. We also optimized information entry methods.

Default values to speed up completion
Default values to speed up completion

To make completion even easier, once the business has been identified, many fields are completed in advance with data from publicly accessible databases and the customer has to check their accuracy only.

Businesses are identified based on company registration number:
Businesses are identified based on company registration number

The online application process can be suspended at any time and safely resumed later without losing any of the entered data.

The application becomes easier once the business has been identified
The application becomes easier once the business has been identified

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