I wanted to share with you a small customization we did to our portal that had a significant impact.
During a meeting was hosting with individuals from our front line branch staff, I asked “What aspect of your job is unnecessarily difficult that Passageways could make better?”
At first I received “the crickets”, but then one associate simply said “Well, rates are hard to find” to which everyone else agreed.
I asked how they currently find rates and discovered that they had to go to our external website, hover over a dropdown menu called Rates, hover over either Deposit / Loan Rates, and then select the product they wanted to see the rates on. At first I was not 100% sure how we could improve this process but I informed her I would look into it.
The solution turned out to be extremely simple – create a ‘rates’ page on passageways and place a link to the new page in our banner (we customized our banner to include buttons, but this could just as easily be placed as a link on the navigation tree) to the new page.
On the new rates page, simply use a tabbed island (one tab for each product) which contains an iView island that displayed each products rates page from our website!
This solution not only made finding rates easier, because now you just click on rates and then the product’s tab you are looking for, but it also did not create any additional work for our Marketing department because, when a rate changes, they still only need to change it on our website and the iView island simply displays the rates they entered!
I received a lot of positive feedback immediately after implementing this small change and did not need to do any ‘over the top’ customization to implement it.
TL:DR – Created a tabbed island with each tab being a product we offer that contains and iView island to that product’s rates page hosted on our website.
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