Building Helm Bank USA's financial product communication style.
- Client
- Helm Bank USA
- Industry
- Retail - Financial
- Platforms
- Mobile (IOS & Android)
- Hiring
- Fixed-time project
Services
- UI Design System
- UI Kit
- Prototype
- Interaction design
Overview
Improving Communication in Banking Platforms: We collaborated with Helm Bank USA to improve communication in their transactional platforms, both corporate and personal. Our approach consisted of optimizing, correcting and writing texts and microcopy in a clear and concise manner in American English and Spanish, in line with HBUSA's communication concept.
Defining the Voice of Helm Bank USA
We took a people-centered methodological approach, starting with semi-structured interviews to understand Helm Bank USA's current communication from the perspective of internal stakeholders. We then followed a process tailored to people-centered design, encompassing discovery, ideation and conceptualization stages, as well as inventory creation and proofreading to support the development of the voice, tone and style manual.
THE SOLUTION
Transform products through effective communication strategies
After extensive research and analysis, we defined the communication strategy in both English and Spanish for the transactional application and web products, based on the voice, tone and style manual.
We focus on improving and simplifying copying and microcopying, always prioritizing the user's needs, both personal and commercial.
We generated a detailed resource bank of both app and web copy for the entire digital product team, which facilitated communication in all areas.
Process
- Digital Xperience Framework.
- Design thinking.
Deliverables
- Expert analysis report.
- Construction of brand and client archetypes.
- Manual construction of voice, tone and style for individuals and companies.
- Inventory of all digital products with microcopy enhancements.
“Since 2020, I've partnered with Xperience for our Bank's Online Banking launch. Their team excels in enhancing client experiences and supporting my marketing team in website, design, video editing, and annual calendar creation. Their meticulous attention to detail and commitment to quality assurance ensures flawless deliverables. Working with them is a pleasure; each team member is highly organized and often goes beyond schedules to meet our bank's needs promptly.”
Andressa Quadros
Marketing and Digital Manager, Helm Bank.
