Switch Kit
Designing a digital switch kit to simplify moving your primary bank account
Years
2022
Role
Sr. Product Designer
Scope
Strategy, UX Design
Switch Kit
Designing a digital switch kit to simplify moving your primary bank account
Years
2022
Role
Sr. Product Designer
Scope
Strategy, UX Design
Switch Kit
Designing a digital switch kit to simplify moving your primary bank account
Years
2022
Role
Sr. Product Designer
Scope
Strategy, UX Design
Challenge
How might we create a first-of-its-kind digital switch kit that reduces friction and helps people seamlessly move their primary account to Ally, while changing negative perceptions about switching banks?
Challenge
How might we create a first-of-its-kind digital switch kit that reduces friction and helps people seamlessly move their primary account to Ally, while changing negative perceptions about switching banks?
Challenge
How might we create a first-of-its-kind digital switch kit that reduces friction and helps people seamlessly move their primary account to Ally, while changing negative perceptions about switching banks?
Solution
We designed a digital-first switch kit that automates the ACH process, reduces the hassle of moving direct deposits, and reframes switching banks as quick, simple, and stress-free.
Solution
We designed a digital-first switch kit that automates the ACH process, reduces the hassle of moving direct deposits, and reframes switching banks as quick, simple, and stress-free.
Solution
We designed a digital-first switch kit that automates the ACH process, reduces the hassle of moving direct deposits, and reframes switching banks as quick, simple, and stress-free.
Outcomes
The discovery phase delivered tangible outcomes that shaped the future of Ally’s Switch Kit, aligning strategy, user needs, and innovation opportunities.
Simplified Switching
We showed how automation can remove the biggest barrier to switching banks—turning a stressful, manual process into a seamless digital flow.
Clear Path Forward
Delivered a validated strategy, user journey, and product roadmap that aligned stakeholders and partners around the next phase.
Positioned Ally as an Innovator
Framed Ally as a digital-first leader tackling one of the most common pain points in banking, helping differentiate them in a competitive market.
Outcomes
The discovery phase delivered tangible outcomes that shaped the future of Ally’s Switch Kit, aligning strategy, user needs, and innovation opportunities.
Simplified Switching
We showed how automation can remove the biggest barrier to switching banks—turning a stressful, manual process into a seamless digital flow.
Clear Path Forward
Delivered a validated strategy, user journey, and product roadmap that aligned stakeholders and partners around the next phase.
Positioned Ally as an Innovator
Framed Ally as a digital-first leader tackling one of the most common pain points in banking, helping differentiate them in a competitive market.
Outcomes
The discovery phase delivered tangible outcomes that shaped the future of Ally’s Switch Kit, aligning strategy, user needs, and innovation opportunities.
Simplified Switching
We showed how automation can remove the biggest barrier to switching banks—turning a stressful, manual process into a seamless digital flow.
Clear Path Forward
Delivered a validated strategy, user journey, and product roadmap that aligned stakeholders and partners around the next phase.
Positioned Ally as an Innovator
Framed Ally as a digital-first leader tackling one of the most common pain points in banking, helping differentiate them in a competitive market.
Tracking Recurring Charge
Designed a clear overview of users’ recurring payments, helping them identify subscriptions and bills, and making it easier to manage or transfer them during the switch
Tracking Recurring Charge
Designed a clear overview of users’ recurring payments, helping them identify subscriptions and bills, and making it easier to manage or transfer them during the switch
Tracking Recurring Charge
Designed a clear overview of users’ recurring payments, helping them identify subscriptions and bills, and making it easier to manage or transfer them during the switch
