BNY Mellon – CUSTOMER PORTAL
The Challenge:
Within the new customer portal that BNY Mellon is rolling out, we set out to design a method of aggregating all of their wealth from other institutions as well. To see a holistic view of their accounts, we designed a separate, but integrated approach that will allow the team to launch quickly and add features as time moves on.
The Process:
Daily stand-ups and work critiques kept this long term project moving forward smoothly. We had daily contact with the client, weekly reviews and by-weekly deliveries of work ready for development. This section details one part of the portal, though I worked with other aspects like group and account search, document delivery and navigational refinements.
Wireframes prepared for new customer portal.
Net Worth Information Architecture
The Result:
The new BNYM customer portal is being released gradually to consumers and is getting great feedback. We continue to review feedback and integrate important changes to the roadmap as needed.
Log in required for customer portal. Public facing sites here: