Scotia Bank
December 2018 - June 2019
Online Mortgage Application Tool
Canadian-based bank Scotiabank came to BIO with a challenging brief: to create an online Mortgage Application Tool, which hadn't been done in Canada before. As a result, BIO completed six months of upfront 'Discover' research as a deep dive into the Mortgage Application process, learning as much as possible about the company, their function and overarching business models. In addition to this extensive research phase, user research was conducted to fully understand what Scotiabank's users expected from their current mortgage application processes.
As Design Director on the project, it was my role to set the design style for the project and then oversee the rollout of this style across the project timeline.
Working with an existing design system
As Scotiabank had spent the last year and a half carefully crafting their own brand new design system, it was essential to do a thorough assessment of this work, in addition to the latest designs being created using that system, to properly determine what new patterns would be required for the online tool.
During this assessment, I walked the client through how we had assessed their library and why we recommended the new elements, in addition to providing thorough best-in-class research and tangible examples so that stakeholders understood the need for these new patterns. We used a combination of their existing assets, the tool’s feature list and the Scotiabank design principles to generate the list of assumed required components and the ultimate creation of the new designs.
Motion mockups for swift design sign off
Much like the work done on the Three Mobile project, motion was an important tool used to convey brand personality and really bring the screen designs to life. These interactions were used in weekly client presentations to sign off new design patterns and transitions between screens.
Critical acclaim
Since it’s launch the Mortgage Application has received rave reviews from some of the toughest banking critics - see here.