User testing of a new digital onboarding

Business Issue

The bank created a new concept of digital onboarding to implement in agency. Deloitte and client UX teams created a clickable high-fidelity prototype to be able to test it on customers and financial adviser.

Solution

The objectives of these testing sessions was to:

• Graphically test the interface strengthen digital onboarding in an agency 
• Analyze the different stages of the process (Adviser only - Collaboration – customer only) 

The test took place in several phases:

• Presentation of the context 
• Realization of the test scenario 
• Debriefing on the problems encountered, improvement tracks and suggestions

Value delivered

• Report on the usability of the prototype, the blocking points to fixe and improvements to plan 
• We improved the prototype to deliver all the UI screens to developer