Katie Goodrich

I partnered with another designer on the second phase of a new user checklist, providing education to users on their new banking accounts. The goal of the checklist is to help build user confidence when using and spending their hard-earned money. Phase 1 was an MVP for desktop users only while phase 2 included additional features as well as a mobile design.

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The primary goal of phase 2 was to align closer to the most updated design system within USAA while accomplishing more of the user-aligned needs during the first 45 days of opening a new checking account. We wanted to help users accomplish very important tasks on the platform they prefer most that are essential to opening their checking account and setting it up for long-term success.

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This phase became connected within the contact optimization initiative to help reduce the number of calls users make within their first year of being a new user.