Modernizing, Unifying a CSR Virtual Pay Solution
Company:
JP Morgan Chase Inc
Product Type:
Admin Virtual Terminal
Role:
Lead Product Designer
Led the reimagining of an admin-centric CSR portal, empowering users to efficiently address customer needs over the phone. This included streamlined access to customer account details, payment method updates, and transaction history. Modernizing the portal was a top priority to enhance the experience for JPMC's clients.
CSR's Main Workspace, take a payment quickly, look up customer data and associate a payment.
Virtual Terminal - Customizable User Dashboard
Customer Transaction Details Page, quickly filter and look up necessary information
Client can customize their B2C email payment templates
With any complex CSR solution, you need to be able to customize it to the company preferences. This is your standard "Global Settings" Page.