Reducing friction in Mobile Check Deposits

Alignment, Experience design, Interface design, and Interaction design for Truist

UX Design

Strategy

App

Truist's mobile check deposit was generating a disproportionate share of customer complaints, and the root cause was the flow itself. I led a redesign that challenged the fundamental assumptions behind how users moved through the deposit process, working within strict technical and legal constraints, and ultimately addressed roughly 80% of those complaints.

Client

Truist

Timeline

Q4 2024 - Q4 2025

Role

UX Designer

What I Did

Alignment, UX Design

Tools

Project Overview

Challenge

Update and modernize the existing mobile check deposit feature to address a number of client feedback issues, industry report findings, and to boost the overall app experience.

Output

I created an expansive set of wireframes, user flows, and other documentation for our UI designer and our Product Owner. Additionally, I worked to collaboratively refine our product solution and address a number of constraints and edge cases.

Context

MCD had received renewed enthusiasm for a design update after receiving consistent complaints through Voice of Client surveys and from multiple reviews in financial industry product reports. The proposed design update would need to include all necessary prior functionality, and needed to avoid creating custom component work for developers. Lastly, the feature comes with some significant technical and legal constraints that apply to scanning and depositing checks.

Team

Our team consisted of:

UX designer

Myself

UI designer

Jake Moser

Content designer

Linda Richey, after two staffing changes.

Product Owner

In series, Melissa Waldberg, Matt Barona, and then Hayden Thomas

Research

Paul Khawaja, Dylan Bush

Design Leadership

Nat Stormer, Eva Story

More coming soon…