LLOYDS BANK | COMMERCIAL ONBOARDING

Between 2015 and 2016, I spent nine months developing a new online service for Lloyds Bank. The finished platform would allow the bank’s small-to-medium business customers to open a new bank account with internet banking, credit cards, overdraft facilities and multiple signatories, without ever needing to speak to a Lloyds advisor.

As the only copywriter on the project, I was responsible for all the written content in the journey. This included metadata, microcopy, URLs, help text, legal notices, error states and emails.

Shared between three Scrum teams, I worked closely with designers, developers, strategists and researchers, as well as having regular meetings with product owners and key stakeholders from the bank’s legal, risk, compliance, security and marketing teams.

Below are a few screenshots of different moments in the onboarding journey, captured at various stages of the project.