New account deposit checklist
I collaborated with a large team to help create a checklist to help their clients fund their newly opened checking accounts. Clients would open new checking accounts, but didn’t add money to them. Truist closes unfunded accounts within 60 days. We needed to create a solution to help clients understand how to get the most
Teammates
Product manager
Design leaders
Content design team members
UX designers
UI designers
Engineers
Design research
Legal, risk, and compliance
My contributions
Content design
Tools
Figma
Entry point
Clients would see this if they opened a new checking account, but have not funded it yet.
After clients navigate to their account, within the first 60 days of their account being open, they’ll see this alert. The “Set up account” CTA navigates to the checklist.