Toyota Financial Services
Customer Retail Portal
Toyota Financial Services came with a project to digitise and streamline their client onboarding process. Their existing processes were manual and out-dated, resulting in inefficiencies within their customer services team.
I led the redesign of this process, where we planned solutions by working through TFS' and their users’ pain-points. Through extensive workshopping and reiterating, we were able to launch a digital solution for TFS that made the client onboarding process and experience faster and easier.
Role & Services
- UI design
- Design direction
- Project management
We worked with an agile approach for this project. We sought to release a MVP while we were already thinking and designing future features and solutions.
We delivered a solution for Toyota Financial Services that significantly improved their client onboarding processes. The new portal made the experience intuitive and easy to complete, leaving the dealers more time to do what they do best.
TFS was so pleased that we saw the relationship grow as they approached the team to rehaul their dealer portal following the success of the retail portal.