credit application tool

taking care of business ...

scope

ABN AMRO bank has been refocusing their business processes. Part of their efforts was developing a Credit Application tool for small businesses to large corporate clients. Credit application is a complex process. At its core client relation managers translate business plans of a customer into a credit request, which goes through a rigorous assessment before being handed over to the back office. The purpose of the tool was to expedite the process and replace several existing applications.
The development was a joined effort of Topicus and ABN AMRO bank. FLO interactive was brought in to safeguard the style and identity of the ABN AMRO user experience.

results

During the course of the project our involvement changed from quality control on the correct application of the ABN AMRO style guide to managing and (re) designing the user experience.
Bringing the end to end user experience flow and the context of use into the project influenced a change of scope from a pure 'technical' tool to a workflow support application, support the entire process from intake to fulfilment, including both the intranet and internet propositions.

credit application tool

taking care of business ...

scope

ABN AMRO bank has been refocusing their business processes. Part of their efforts was developing a Credit Application tool for small businesses to large corporate clients. Credit application is a complex process. At its core client relation managers translate business plans of a customer into a credit request, which goes through a rigorous assessment before being handed over to the back office. The purpose of the tool was to expedite the process and replace several existing applications.
The development was a joined effort of Topicus and ABN AMRO bank. FLO interactive was brought in to safeguard the style and identity of the ABN AMRO user experience.

results

During the course of the project our involvement changed from quality control on the correct application of the ABN AMRO style guide to managing and (re) designing the user experience.
Bringing the end to end user experience flow and the context of use into the project influenced a change of scope from a pure 'technical' tool to a workflow support application, support the entire process from intake to fulfilment, including both the intranet and internet propositions.

credit application tool

taking care of business ...

scope

ABN AMRO bank has been refocusing their business processes. Part of their efforts was developing a Credit Application tool for small businesses to large corporate clients. Credit application is a complex process. At its core client relation managers translate business plans of a customer into a credit request, which goes through a rigorous assessment before being handed over to the back office. The purpose of the tool was to expedite the process and replace several existing applications.
The development was a joined effort of Topicus and ABN AMRO bank. FLO interactive was brought in to safeguard the style and identity of the ABN AMRO user experience.

results

During the course of the project our involvement changed from quality control on the correct application of the ABN AMRO style guide to managing and (re) designing the user experience.
Bringing the end to end user experience flow and the context of use into the project influenced a change of scope from a pure 'technical' tool to a workflow support application, support the entire process from intake to fulfilment, including both the intranet and internet propositions.


icon client

Client

ABN AMRO Bank

icon location

location

Netherlands

icon industry

Industry

Financial Services

icon calendar

Year / Duration

2014 / 36 months

Project Team

portrait of Paul Neervoort

Paul Neervoort

icon of a group of people

ABN AMRO UX team

Skills we used for ABN AMRO bank

understanding users

experience flow

concept design

design implementation

portrait of Paul Neervoort

Paul Neervoort

Co-founder & Interactive Design Consultant at FLO interactive

This project proved to be quite a journey into the world of banking. The processes which ensure banks remain safe and the regulatory requirements are more complex than you can imagine looking outside in. However, bringing the ‘naive’ outside in view also helped in simplification and refocus of the project.

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