Overview
In March 2022, our client, a large investment banking company, had a goal of re-envisioning and simplifying its call center agent experience for one of their product lines, centralizing a wide-reaching service offering that spans agent workflows, experiences, and data platforms.
Our team at Slalom worked directly with 2 of our client's product design executives to deliver a unified platform that improved the operational experience for their agents.
To learn more about this project, please reach out to me at emme.enojado@gmail.com.
Highlights
Throughout the project, we worked with our client's product design executives and Product Owners to capture requirements and build the unified agent portal. I prototyped end-to-end features for the following key features that simplified day-to-day agent tasks, such as:
Close an account (demo below)
Manage backup withholding
Trading
