Bringing User-Centred Design to Schroders’ Client Onboarding

UX for client onboarding

As part of their Group change efforts, Schroders required someone to bring user centric design into the design and development of a truly innovative client on boarding process. Jilly saw the opportunity, thought it was up her street, and applied to work within the team, on site, for 3 days a week.

Design thinking, without design

During the 6 month contract, Jilly worked with Schroder’s business analysts, development teams and senior management stakeholders to bring user centric design thinking across 3 digital tools and how they interlink as an innovative, data-led, semi-automated client lifecycle management system.

Jilly’s work included:

• Stakeholder interviews and requirement gathering
• Persona creation of key users (internal staff, teams and departments)
• Information architecture design, detailed user journey mapping and wireframing of priority features across 2 PIs
• User interviews including introduction of weekly user testing lab programme
• Testing and sign off of new features and stories

Talk to us about this project.