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Digital Transformation of Loan Requests

About

BDC undertook a massive digital transformation initiative to digitize all loan request processes.

Project

I led content design for the entire transformation, ensuring clear, effective communication throughout the user journey.

Challenge

The challenge was to migrate a complex, paper-heavy process online without overwhelming users.

My role

  • I partnered with cross-functional teams to map out user journeys and ensure content aligned with customer needs and technical constraints.

  • I led discussions between teams who own the legal content to adapt it to the online format.

  • I crafted, iterated and validated the finan content and operational communications. 

Solution

I developed scalable content systems, user-friendly copy, and content guidelines for forms, dashboards, and communications.

Outcomes

The digitized loan process improved customer satisfaction and reduced manual processing time, helping BDC scale its services.

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