BMO, Bank of Montreal
Senior Lead UI Designer
Aug 2016 – Oct 2019
At BMO Wealth Management, we led the design, development, and deployment of a fully paperless customer onboarding experience. By integrating eSignatures and streamlining digital workflows, we helped the bank achieve a 40% reduction in costs and significantly improved the quality of customer applications. This modernization initiative resulted in a 50% increase in onboarding efficiency and a 30% boost in customer satisfaction.
Our approach was rooted in a deep understanding of user needs. Through extensive user research, including ethnographic studies, contextual inquiries, and interviews, we gained insights that directly shaped the product strategy. This led to a 25% increase in user engagement and a 20% improvement in feature adoption. By embedding research-driven design into every step of the process, we ensured that the final product was both user-centric and highly impactful.
CLient
- BMO, Bank of Montreal
Services
- UI / UX
- Front-end UI
Deliverables
- Design System
- Wealth Management Onboarding Application Designs – Canada
- Wealth Management Onboarding Application Designs – U.S.
- Wealth Management Onboarding Application Designs – Asia
- High Fidelity Prototypes
Other
- Agile
- Product Lead
- Senior Lead Developer
- User Interviews
- User Testing
Website
Style & Imagery
USer Research
Main Pages
A key aspect of our work at BMO was fostering collaboration across multiple teams and lines of business. Acting as a project manager, we facilitated seamless cooperation between onshore and offshore teams, reducing project delivery time by 30% while maintaining quality and staying within budget. By adopting agile methodologies, we ensured that every iteration added value and aligned with the bank’s broader digital transformation goals.
Our design process extended beyond just creating interfaces—we focused on crafting complete user journeys. From user flows to high-fidelity prototypes, we guided the product from concept to implementation, ensuring consistency and clarity across all touchpoints. Accessibility and inclusivity were top priorities throughout the project, resulting in a platform that was intuitive, compliant, and scalable for future growth.
