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CIBC Insurance
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Increasing conversion rate by 6% for CIBC life insurance
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CIBC Personal & Business Banking
2021
Making estate planning more accessible for CIBC clients
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Business Need
CIBC’s Enterprise Anti-Money Laundering (EAML) team wanted to improve operational efficiency and satisfaction of AML investigators by creating a new tool to consolidate various systems.
Goals
Role
I led the design — planning, working with stakeholders, running workshops and research sessions, and creating various design deliverables including interactive prototype.
Proposed Impact
Improve the adoption of the new tool by applying a human-centred design approach to its development.
Produce the "Art of the possible" prototype to get stakeholder buy-in, including upper management and investigators themselves.
The project would save 33 full-time equivalent costs — about $1.3 million dollars.
Immediate Results
2022
2021