Keeping the client at the center
We support several types of clients—ranging from small mom-and-pop businesses and startups to large corporate entities—to deliver comprehensive, tailored financial solutions regardless of their size or stage of growth.
Design Initiatives
Our design team supports two core initiatives focused on enhancing digital service delivery.
1. Optimized Internal Sales Tools
Enabling bankers with innovative sales tools, data, insights, and partnerships to service clients.
2. Excellent Client Digital Experiences
Providing business clients with comprehensive, secure, and seamless digital experiences to manage their finances.
ℹ️ Below is a selection of my projects
1. Foundational Project: New Banker Persona
Objective
Lead end-to-end foundational research for one new banker LOB segment to align Tech & Product teams on user pain points and needs.
Outcomes
- A new persona
- Detailed findings on readiness of internal sales tool for new banker segment
- Influenced product roadmap with detailed findings on tool readiness and specific, prioritized recommendations used by Data and Product teams to optimize the banker experience.
"Marissel has been an outstanding partner throughout this year. From my first week in the role, she added immediate value by sharing comprehensive research insights for the [new banker LOB segment], which set a strong foundation for our work this year.... Marissel's efforts have been instrumental in pinpointing high-value opportunities. Her work has garnered enthusiastic support from the head of [new banker LOB segment], and has positioned us well for future success." - Product Manager, VP
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2. Strategic Discovery: Passwordless Digital Banking
Objective
Lead end-to-end foundational research to guide Design & Product on a critical user experience (login and authentication).
Outcomes
- Detailed findings on client needs and mental models related to security and access.
- Initial concepts for passwordless login and verification prioritized for future exploration by Design and Product teams.
"Thanks Marissel for the great work and helping us to understand user expectations/experience aspects. Your work helped us to refine our approach and THANK YOU for your guidance"- Product Director, ED
"I am still referring to our research outcomes at least onceaweek for prioritization, justification, and concepts. We appreciate all the work on this!""- Product Director, ED
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