Central to our solution was to offer members different ways to engage with Patelco’s products and services. We created a self-service path, for folks who knew exactly what they wanted, as well as guided experience paths to help members find the products and services that suit them best.
We also worked with Patelco to develop a thoughtful, actionable philosophy around the key steps to greater financial health. This financial wellness content encourages members to
engage in a mindset that gets them thinking beyond their day-to-day finances and also helps differentiate Patelco among its competitors.
Our clients are thrilled with the new site. It’s a fresh, engaging, responsive, WCAG-compliant experience, with multiple self-service and 'guided' user paths. It’s also the brand’s first CMS-based site experience, with 2 different search engines, an improved branch locator, base personalization capabilities, integration of over a dozen calculators, and more comprehensive conversion tracking capabilities. The site serves as an on brand gateway to their new Online Banking and application platforms, which were developed in parallel with this effort.