Design impact
Projected 5% increase in account openings
#1 priority for revenue growth for digital acquisitions
PromoX is a scalable, automated system that helps Truist find, create, launch, and track promotional offers across Truist.com Digital Commerce, online banking, and teammate channels for both clients and prospects.
How was the promo offer flow enhanced?
New promotional offer page
Improved UI design
Incorporated product details
With the increasing complexity of offer types, the design included product details to ensure users had enough knowledge and confidence to proceed throughout the application
Included ways to waive the monthly account fee
Through research, multiple participants stated that waiving fees was extremely important information for them to review.
New product info page with promo entry field
This page is shown to users coming from authenticated environments (ie. the Truist mobile app). Prior to PromoX, clients coming from these authenticated spaces did not have the opportunity to apply with a promo code.
With the introduction of PromoX, we enabled the ability to show clients promo offers associated with their accounts within authenticated spaces, however, they were not shown product details at this point. This page served as a way to inform users of the product details, as well as verify taht
Real time eligibility checks
Prior to PromoX
Applicants were not notified that they were ineligible until post submission. This created frustration for users that were only applying for the account in order to get promotional reward.
With PromoX enhancements
Eligibility is checked in real time after a user enters their personal information, and communicated to the user. This creates an environment of transparency, and notifies the user of ineligibility reasons.
Automatic offers
Prior to PromoX
Clients that had targeted offers associated with their account may apply for products without realizing they could've applied a promo code.
With PromoX enhancements
If a client enters an application for a product that they unknowingly have a promo code tied to their account, Truist will automatically present them with the offer, without the client having to enter a promo code. This aids in relationship building between Truist and their clients.
Project wins
Cross collaborated with 4 different design organizations to ensure a smooth experience across all channels
Enhanced capabilities for our clients to earn rewards based on what accounts work best for them.
Existing and new clients can now take use of promo codes when opening an account in a physical branch location.