Project Details
Start: February 2020
End: August 2020
Client: Desjardins Financial Security
In order to empower the client and give them the same online options as what is offered at the banks when they renew their mortgage, Desjardins wanted to first allow members who first refused the loan insurance when they took their mortgage to be able to add mortgage insurance at an online renewal. The process of taking out loan insurance had to fit into the online mortgage renewal process without hindering it.
Using the features and style already in place, we added and tested enabling adding loan insurance when renewing online. This insurance membership path offered a promotional aspect adapted to the member’s data as well as a path completely modulated according to the presence of a credit margin and the presence of insurance on this credit margin.
Contributors and Roles
- Louis-Philippe Bellerose - User experience & user interface designer
Tools Used
- Figma
- Lookback
- Axure RP
- Skype for Business
- MS Office
- MS Sharepoint
- Zepplin