Proactive loans for businesses who qualify.
An Australian multi-national bank, focused on providing financial services and products for business.
To document the loan journey for both customers and the bank’s back office. Then to ideate how the bank can be proactive throughout the origination process.
- 2 senior UX consultants
- senior manager from the bank
Following methods from the Convivial Toolbox (Sanders & Stappers – great for generative workshops), we prepared activities for participants to reflect, enact, and ideate on their experiences.
We took turns facilitating multiple co-design workshops. This allowed for each of us to be observers as well as facilitators.
Our team presented workshop artefacts and insights back to key stakeholders and product managers.