Design around how customers naturally think about and describe their information.
Keep the flow aligned with the client’s real-world situation and the context they have already shared.
Improving key moments across CIBC’s digital account-opening and credit-card application journey.
Portfolio-level outcomes reflecting the shared impact of multiple FastApp optimization enhancements.
I contributed to a series of focused improvements across a mature application journey, addressing friction at key moments while balancing customer needs, accessibility, business requirements and the realities of an established product ecosystem.
Friction and complexity in FastApp’s credit and account-opening journeys made it harder for clients to complete applications quickly and confidently. The challenge was to pinpoint these pain points and deliver effective design solutions within short timelines, balancing simplicity, accessibility and client trust with compliance requirements and existing technical constraints. Each optimization needed to improve the client experience while supporting online sales targets.
Keep the flow aligned with the client’s real-world situation and the context they have already shared.
Use clearer sequencing, progressive disclosure and focused defaults to keep complex flows understandable.
Respect regulatory, content and technical constraints while keeping the experience coherent across devices.
I shaped UX direction, designed responsive flows and prototypes, and worked with product, content, accessibility, development and QA to carry improvements through implementation.
Reviewed analytics, research and existing journeys to identify friction and user needs.
Turned findings and requirements into UX priorities and flow logic.
Designed responsive flows and prototypes using True North and accessibility guidance.
Presented design rationale and refined decisions with Product, UX Content and Accessibility.
Specified responsive states, conditional logic, calculations and accessibility requirements.
Worked with Development and QA to resolve questions and review implementation.
These two case studies highlight selected work from a broader range of FastApp optimization initiatives I contributed to, showing how I addressed client pain points through clearer questions, simpler interactions and more intuitive application flows.