Barclays Stockbrokers is one of the UK’s largest retail stockbroker with over £10 billion assets under management.
The application process for their most popular trading account had several known usability issues, including a high dropout rate. I was tasked to evaluate the current process and redesign the application from the ground up.
After evaluating competing stockbrokers’ application processes and brainstorming the possibilities, I created a new application process based on best practices and new thinking that would set them apart from the competition. The new application used a streamlined process and incorporated dynamic interface elements designed to improve the new customer’s experience.