Challenge Summary
Welcome to Regions Digital Financial Aid UI Design Challenge. This challenge is focused on creating design concepts/visual ideas to create a Tablet Application (Salesforce1).
The goal of the APP is to help financial planners to establish Net New Clients. In order to do this financial planners will need a fun, iterative ways to display Regions financial information to his clients as well as a easy and intuitive lead capture form to get his clients signed up for Regions financial products.
For this challenge you are provided with a design direction to help you understand what we are looking for.
In this challenge we are looking for DESIGN CONCEPTS on how this Tablet Application could work. What should the user see and experience when using the application?
Round 1
Submit your design for a Checkpoint feedback:
1. Welcome/ Splash Screen
2. Main Navigation
3. User Profile/ Dashboard
4. Wealth Assessment approach
5. Product and Service offerings detail
- If you have time - please provide us with a click map for your design.
- Readme.jpg : Provide notes about your submission.
- Make sure all pages have correct flow! Use correct file numbering. (00, 01, 02, 03)
Round 2
Final Design plus any Checkpoint feedback:
1. Welcome/ Splash Screen
2. Main Navigation
3. User Profile/ Dashboard
4. Wealth Assessment approach
5. Product and Service offerings detail
6. Preliminary Regions Wealth Assessment (RWA) Client Profile
7. Docusign affirmation of client answers
8. Docusign affirmation of client answers
9. Opportunity Visualizer
- If you have time - please provide us with a click map for your design.
- Readme.jpg : Provide notes about your submission.
- Make sure all pages have correct flow! Use correct file numbering. (00, 01, 02, 03)
Challenge Description:
For this design challenge you will be designing a Branded Digital Sales Aid (DSA) / Custom iPad App Mock-Up for Regions bank. Regions Financial Corporation is one of the top bank holding companies in the United States. Our APP users will be financial planners working for Regions bank and their target potential customers. The goal of our APP target users is to establish Net New Clients. In order to do this he will need a fun, iterative way to display Regions financial information to his clients as well as a easy and intuitive lead capture form to get his clients signed up for Regions financial products.
The APP should convey Value of Regions Bank Account, Product and Service Offerings
We are looking for the [topcoder] design Community to help us with planning our new digital sales aid application!
Design Guidelines:
- Design Direction (DSA-Design-Direction-Financial.pdf.zip)
- Salesforce 1 Style Guide.
Design Concept Goals:
- How should this tablet application look?
- Read the user story and decide what should the priority features be?
- How quickly could you find information?
- Think simple but effective solutions! Have fun creating this - let us know how you think it should work!
- We want this to be MODERN application design!
Screen size:
- iPad: 1024px by 768px
User Case Scenario:
The Regions DSA APP will be targeted to the Regions Private Wealth Manager:
A Regions Bank Private Wealth Manager (PWM) has established an appointment to call on a prospective High Net Worth private banking client at the client's office. The Regions Bank PWM will need to share branded product and service collateral with the prospective client via his / her iPad. Assuming that the prospective client is interested, the Regions Bank PWM will also need to capture basic client profile information (basic contact info, investment and risk tolerance profile, life stage / life event planning, etc.) via his / her iPad.
The PWM takes his/her client thru the relevant Regions content and the client is interested in signing up for the product. Thru several easy steps, the PWM is able to capture client information and get them one step closer to their financial goals. All of the interactions on the DSA are captured in the PWM’s Salesforce account making it easy to track and manage the PWM’s opportunity.
Suggested Screens:
- We would like you to suggest features/screens that this app should incorporate
1. Welcome/ Splash Screen
- What should the splash/ welcome page look like?
- Think of a visual landing page that is a good visual representation of the concept of the APP.
- Functionality to include ability to log in, register or take a tour of the APP. What else would be good for the landing page?
2. Main Navigation
- Think of a navigation scheme for this APP. Is it a top nav...is it a side nav slider? We want to see your ideas.
3. User Profile/ Dashboard
- The first step for our PWM is to share Branded Wealth Management Approach Overview with Prospective Client.
- From the dashboard the PWM should have quick access to overview and other product information.
- Our PWM has the option to share general content with the client or take the client thru a custom client story that she/he has made specifically for this client.
4. Wealth Assessment approach
- The Regions Bank PWM pulls up the Regions One View branded app on his / her iPad and begins by showing a version of the Regions Wealth Assessment approach to identifying a client's needs, interests and risk tolerance.
- Use content from this web page to display for this screen: http://www.regions.com/personal_banking/regions_wealth_assessment.rf
5. Product and Service offerings detail
- Share Branded Product and Service Collateral with Prospective Client. This page will display the detailed content for a service offering.
- Use the following content to display in your mock up:
-- Estate Planning & Charitable Giving: http://www.regions.com/personal_banking/estate_planning_charitable_giving.rf
-- Asset Management
http://www.regions.com/personal_banking/investment_management_consulting_services.rf
-- Insurance (Life)
https://www.regionsinsurance.com/Individual-Insurance/Life-Insurance
6. Preliminary Regions Wealth Assessment (RWA) Client Profile
- The prospective client is interested and agrees to create a preliminary Regions Wealth Assessment (RWA) client profile to help assess their investment goals, risk tolerance and planning needs.
- The Regions Bank PWM leads the client through the profile exercise, viewing the suggested questions and recording the client's answers on his / her iPad:
- Personal Wealth Profile sample questions:
-- Tell me about your sources of income and how you manage these with your depository or other
accounts
-- Tell me about your income and assets in checking, savings, money markets, CD’s, etc.
-- How comfortable are you with your liquidity?
-- Do you maintain an emergency liquid reserve account?
-- If you hold a mortgage, is your interest rate a floating or fixed rate mortgage?
-- Is there exposure to rising short-term interest rates through a large floating rate mortgage?
-- What major expenses do you anticipate in the next 12-24 months (children, grandchildren, college, vacation home, etc.?)
-- How will you manage these expenses?
-- Are you annually a net-saver or a net-spender?
-- Will you need to withdraw money at any point or perhaps regularly?
-- Where are you on the spectrum of earning capacity?
-- Do you want to gift and create a legacy at some point for family or friends?
-- As the average life expectancy increases, how will you protect against outliving your assets?
-- How are you managing risk in the areas of protecting against a variety of unforeseeable events such as job loss, health concerns,
disability, the need to support another family member, lawsuits, or shifts in political and economic climates?
-- Is your current insurance structured in a way you think is best?
-- Do you have plans in place to cover the gap between what is needed and what is available?
-- If your family experienced the premature loss of the primary provider how would they be affected?
-- Would your family be able to continue living in the lifestyle they are accustomed to in the event of such a loss?
7. Docusign affirmation of client answers
- The Regions PWM completes capture of the initial client profile and captures the prospective client's signature affirming their answers:
-- https://appexchange.salesforce.com/listingDetail?listingId=a0N30000001taX4EAI
-- https://appexchange.salesforce.com/listingDetail?listingId=a0N300000058k9PEAQ
8. Docusign affirmation of client answers
- The Regions Bank PWM completes the client profile and submits an Opportunity record via his / her iPad to note the appropriate products that are relevant to the client.
- For sake of this demo scenario, assume that relevant products include:
-- Money Market Checking���
-- Actively Managed Investment Account���
-- Estate Planning Services
-- Life Insurance
-- Trust Setup and Administration
9. Opportunity Visualizer
- Progress against the newly created Opportunity record for the prospective client can be easily tracked via a visual progress meter that has a similar design concept as the 'Dominos Pizza Tracker' tool:
-- https://lh5.ggpht.com/fHIEGAs17nlLjHnJMHnKrh_R1ejqEF--EXyRmoFi4knSI3KJg2Lzd6BbeUFglZW0myJi=h900 (sample image of Dominos Pizza Tracker app)
- For purposes of this demo scenario, the process steps / stages would likely be something like:���
-- Initial Meeting
-- RWA Profile
-- Product Overview (tracker would be lit up to this point in the flow for demo purposes)
-- Financial Plan
-- Account Setup
-- Funding
-- Wealth Reviews Scheduled
-- Life Insurance
-- Trust Setup and Administration
Target Audience:
- Financial planners working for Regions bank
Judging Criteria:
- How well you plan the user experience and capture your ideas visually
- Cleanliness of your graphics and design
- Your design should possible to build and make sense as a mobile application
Submission & Source Files:
Preview Image
Please create your preview image as one (1) 1024x1024px JPG or PNG file in RGB color mode at 72dpi and place a screenshot of your submission within it.
Submission File
Submit JPG/PNG for your submission files.
Source Files
All original source files of the submitted design. Files should be created in Adobe Photoshop and saved as layered PSD file, or Adobe Illustrator as a layered AI file.
Final Fixes
As part of the final fixes phase you may be asked to modify your graphics (sizes or colors) or modify overall colors. We may ask you to update your design or graphics based on checkpoint feedback.
Please read the challenge specification carefully and watch the forums for any questions or feedback concerning this challenge. It is important that you monitor any updates provided by the client or Studio Admins in the forums. Please post any questions you might have for the client in the forums.