Bank of America – CIBR Client Management

Bank of America increases adoption, lowers training costs and saves millions of dollars of employee time.

Vialogix was hired to improve the usability and presentation of the Deals application. The CRM Services team chose Vialogix to help improve the interface for an application that allows Bank of America associates to view customer deals, fees, contacts and activities. This internal application had evolved features and functionality through various software vendor ownership and had inconsistent interface and navigational issues as a result. The web application was utilized by thousands of associates but was not the preferred method of information gathering.

Vialogix interviewed business owners, associates and technical team members while assessing the current application. We generated a new Information Architecture for the suite of tools to simplify the process of choosing which direction an associate entered the application. We designed a new User Interface that let associates quickly see contacts and activities within a few clicks of their entry into the system. We saved valuable employee time by using established best practices for usability, a consistent navigation structure and streamlining typical information gathering used by associates. By simplifying the structure of their information, we saved associates valuable time every day and gave them a toolset that they preferred.