Problem:

Bank of America has a lot of content that isn't particularly accessible or digestible to the average person, business or investor.

Hypothesis:

Making apps across multiple platforms with easy to navigate main menus and content that can be changed by anyone on the team will make it accessible, perennial and easy to explore.

User Journey:

Business needs to access a PDF, video or whitepaper
The client reaches out to Bank of America
Bank of America responds with proper app containing their sector
The app is downloaded or visited on a browser
Content is explored and downloaded

Global insights and smart solutions that make it easier to do business

Email & Download

Public Sector Banking

These Bank of America employees were on PCs and were traveling to meet their prospective clients for an in person one-on-0ne.

They needed a takeaway that could be emailed to their client. It had to have a small file size, viewable on desktop only, and needed to be contained into a single transportable file.

I created this as an interactive PDF with Adobe InDesign

Analytics & Cache

Service Exploration Gateway

This app needed to be viewable on an iPad and desktop. They were unable to download apps on the company iPad so that was out of the question as well.

We decided to do a web app. I put a cache in the header so that it could be stored offline.

The CMS of the app had to be easy to navigate for the client to be able to upload new items as well. It was set up as a simple drag and drop for a PDF as well as a video. The website itself was built with a touchscreen in mind, using large buttons and simple navigation.

The main page was a huge menu so the user could dive right into what they wanted.

After adding a PDF to their cart and "checking out" the user would be emailed their documents. This allowed Bank of America to have great analytics on the data collection and they were able to reach out to any interested client while knowing exactly what they were interested in.

Retirement and Benefit Plan Service App

This app was very similar to the Gateway and the solution to that ended up working great. The Bank of America team needed this app to be left with the client they were pitching to. This was accomplished by sending an invite to the website in an email directed to the future customer.

They were able to get granular analytics on each of their clients with a tracking link on the email to see if they needed to reach back out to them.

Big & Editable

This app was unique because it was a huge build with tons of content. It had to work solely on iPad. That would be fine if making a native app and pushing to the app store but Bank of America wanted this to be offline and off of the store. They also wanted it programmed in a way so it was easily updated AND could be updated by an internal team member without a programming background.

After exploring multiple options we settled on building this app in iBook. The build ended up working perfectly for what was needed. It ended up being 5GB and having a lot of content. It was also updatable using smart objects and master slides/looks. The Bank of America team loaded this app on close to 100 of their team's iPads and they used them to do one-on-one pitches around the world.

Bank of America Interactive