Desktop and mobile Chat Client

CIBC and Simplii Bank

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Company
CIBC and Simplii

Product
Agent Support Chat

My Role
UX/UI Designer

 

 

Overview

Before my arrival to CIBC, they had been working at getting a partnership to improve their agent-to-client chat support. Ultimately, this lead to a buy in from all lines of businesses to sign on with LogMeIn for their Bold360 Chat Platform. Shortly after I started, I was the lead visual designer for this incorporation onto our platform, supporting both desktop experiences and native app experiences for CIBC and Simplii.

Limitations

Due to the complexity of integrating with a vendor, there are technical limitations that block both visual and experience asks. No vendor product is going to match perfectly. That said, myself and my colleagues pushed the Bold360 platform a lot further, thanks in part by working so side-by-side with the front-end and back-end developers from LogMeIn.

Highlights

Working with a big end-of year push, Chat was a key factor in CIBC winning Forrester’s Best Mobile Banking App for the 6th year in a row. This was done in a truly-agile 3-sprint, 6 week scrum environment, working closely with front-end/back-end devs to ensure full functionality to meet Forrester’s deadline for review.

“…Other areas in which CIBC had the highest score include login and security, and assisted service features like chat, so that clients can easily reach the bank for support when needed.” - Newswire.ca - “CIBC Takes Top Spot In Review of Canadian Mobile Bankings Apps” - May 15, 2019, 11:13 ET (https://bit.ly/2I0GCAh)

 
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