GC Banker Testing

Here, you can write a brief introduction to your project and the type of work you did. This engages your visitors and answers questions they may have about you.

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Concept 1: Simple Form
Concept 1: Simple Form

This concept is a direct translation of the existing Financial Wellness Review Guide in a digital format.

Concept 2: Calculator Template
Concept 2: Calculator Template

We used an existing HelloWallet template generally used for creating calculators for our .COM. These calculators have been well-received by users in the past.

Concept 3: Full Conversation
Concept 3: Full Conversation

Concept 3 illustrated a “full conversation” that guided users through the entire Financial Wellness Review discussion, step-by-step.

Recommendation Screen
Recommendation Screen

In addition to the three concepts, bankers were also shown a recommendation screen.