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Chase Mobile Customer Support Experience

Led the information architecture redesign of Chase's mobile customer support experience, resulting in a 35% reduction in call volume (90,000 fewer calls per month) and $3M annual savings.

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About the Project

The Chase Mobile Customer Support Experience redesign was a comprehensive information architecture overhaul aimed at reducing customer support call volume and improving self-service capabilities. As the lead content designer, I spearheaded a user-centered approach that restructured the mobile app's support section to align with customer mental models and expectations.

Challenge

High call volume occurred within 4 hours of customers visiting the mobile support screen, indicating users couldn't find solutions through self-service options.

Business Goals

Reduce call center costs and minimize costly transfers between representatives.

Customer Goals

Enable quick issue resolution without needing to call, eliminating the frustration of being transferred between operators.

Solution

I analyzed customer behavior data to identify the primary reasons users called within 4 hours of visiting the support screen. Using these insights, I redesigned the page's information architecture (IA) to prioritize the most-needed self-service options and created intuitive routing flows using familiar language patterns already established in customer interactions.

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Experience Features

Self-service section for the customers to digitally solve their primary issue and Support section organized in 'funnels' for customers to be direct to the right department.

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Easy Servicing

Instant access to common banking tasks like card replacement, account unlocking, and digital wallet setup without waiting.

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Multi-Channel Support

Get help through app, phone, chat, or branch - seamlessly switch between channels without repeating your story.

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Call Funneling

Organized support funnels ensure every call reaches the optimal department, reducing both resolution time and costs.

How Does It Work?

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Reducing Support Dependency Through Self-Service Design

Through strategic self-service design, I enabled customers to independently manage their most common interactions, improving both efficiency and user satisfaction.

No More Transfer Frustration

I created smart navigation flows that match customer inquiries with the most qualified support teams.

Complete Answers, Not Surface Solutions

To eliminate incomplete resolutions, I developed thorough content that covers every angle of customer inquiries.

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Action-led labels

Using call center data insights, I developed action-oriented labeling that eliminates user guesswork, creating confident interactions where each option clearly communicates its purpose and outcome.

Support

  • Transactions & deposits
  • Manage account
  • Profile & settings
  • Branch & ATM
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Self-service

Replace a card

Replace a card

Lock/unlock card

Lock/unlock card

Digital wallet

Digital wallet

Manage Bill Pay activity

Manage Bill Pay activity

Track claims

Track claims

Manage alerts

Manage alerts

Taxonomy-Driven IA

I developed an information architecture that creates intuitive routing pathways to specialized departments, anchored by a content taxonomy that leverages familiar in-app terminology for seamless user recognition.

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Preventive Content Design

Based on call center recording analysis, I crafted targeted content addressing the most frequent customer inquiries. This proactive approach reduces unnecessary calls while providing clear escalation through a prominent phone number CTA for complex cases.

Results

The redesigned experience reduced call volume by 35%, resulting in 90,000 fewer calls per month and saving the company $3MM annually while significantly improving customer satisfaction. The information architecture redesign delivered measurable business impact through improved user experience and reduced support burden. By restructuring content around user mental models and implementing clear, intuitive navigation, we achieved significant cost savings and enhanced customer satisfaction.

35%

Reduction in Call Volume

$3M

Annual Savings in Support Costs

90K

Fewer Calls per Month

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