About me

Smart table

Smart Table

My Role

Company

Status

When

Industrial & UI/UX lead

NCR

Proof of Concept

2020

Observation

We have spent time in branches observing staff and customer behaviors during which we have noticed the banker/customer interaction.

The bank is all about collaboration and inclusiveness, though the customer experience does not reflect that.

Problem

Today’s banker experience is not engaging and creates a lack of transparency.

Today's Banker

Tech is a distraction

Lack of transparency

Heavily paper based

Future Banker

Collaborative

Build-in consent

Engaging

Rich product illustrations

Financial education

Multi-control

Mobile integration

Ideation

A stand-up and sit-down position for a flexible deployment.

The look and feel does not stand out as a piece of tech, but rather integrates into the branch furniture.

Collaboration

We built and iterated on our ideas then gathered valuable feedback during the

many demos we gave to a wide variety of stake holders.

Process

I created the screens in Sketch and animated them with InVision Studio. This allowed us to use it during user feedback sessions.

Flexibility

The UI adapts to the different ways users interact with the device.

Whether a customer is shopping for a product self-service, opening an account, reviewing prodcuts and options in a traditional face-to-face interaction or if a team member assists in a casual shoulder-to-shoulder fashion.

Self Service

Traditional Service

Casual Service

UI / UX

Customers and staff members have their own set of tools depending on the menu.

Staff can highlight and mark information in real time.

Privacy

Only relevant information is being displayed and only for the time needed. Everything else is being hidden unless tapped on.

This minimizes the physical sensitive data area at all times.

Tim Gerlach

+1 (843) 617 0288

About me

Smart table

Smart Table

My Role

Company

Status

When

Industrial & UI/UX lead

NCR

Proof of Concept

2020

Observation

We have spent time in branches observing staff and customer behaviors during which we have noticed the banker/customer interaction.

The bank is all about collaboration and inclusiveness, though the customer experience does not reflect that.

Problem

Today’s banker experience is not engaging and creates a lack of transparency.

Today's Banker

Tech is a distraction

Lack of transparency

Heavily paper based

Future Banker

Collaborative

Build-in consent

Engaging

Rich product illustrations

Financial education

Multi-control

Mobile integration

Ideation

A stand-up and sit-down position for a flexible deployment.

The look and feel does not stand out as a piece of tech, but rather integrates into the branch furniture.

Collaboration

We built and iterated on our ideas then gathered valuable feedback during the

many demos we gave to a wide variety of stake holders.

Process

I created the screens in Sketch and animated them with InVision Studio. This allowed us to use it during user feedback sessions.

Flexibility

The UI adapts to the different ways users interact with the device.

Whether a customer is shopping for a product self-service, opening an account, reviewing prodcuts and options in a traditional face-to-face interaction or if a team member assists in a casual shoulder-to-shoulder fashion.

Self Service

Traditional Service

Casual Service

UI / UX

Customers and staff members have their own set of tools depending on the menu.

Staff can highlight and mark information in real time.

Privacy

Only relevant information is being displayed and only for the time needed. Everything else is being hidden unless tapped on.

This minimizes the physical sensitive data area at all times.

Tim Gerlach

+1 (843) 617 0288

About me

Smart table

Smart Table

My Role

Company

Status

When

Industrial & UI/UX lead

NCR

Proof of Concept

2020

Observation

We have spent time in branches observing staff and customer behaviors during which we have noticed the banker/customer interaction.

The bank is all about collaboration and inclusiveness, though the customer experience does not reflect that.

Problem

Today’s banker experience is not engaging and creates a lack of transparency.

Today's Banker

Tech is a distraction

Lack of transparency

Heavily paper based

Future Banker

Collaborative

Build-in consent

Engaging

Rich product illustrations

Financial education

Multi-control

Mobile integration

Ideation

A stand-up and sit-down position for a flexible deployment.

The look and feel does not stand out as a piece of tech, but rather integrates into the branch furniture.

Collaboration

We built and iterated on our ideas then gathered valuable feedback during the

many demos we gave to a wide variety of stake holders.

Process

I created the screens in Sketch and animated them with InVision Studio. This allowed us to use it during user feedback sessions.

Flexibility

The UI adapts to the different ways users interact with the device.

Whether a customer is shopping for a product self-service, opening an account, reviewing prodcuts and options in a traditional face-to-face interaction or if a team member assists in a casual shoulder-to-shoulder fashion.

Self Service

Traditional Service

Casual Service

UI / UX

Customers and staff members have their own set of tools depending on the menu.

Staff can highlight and mark information in real time.

Privacy

Only relevant information is being displayed and only for the time needed. Everything else is being hidden unless tapped on.

This minimizes the physical sensitive data area at all times.

Tim Gerlach

+1 (843) 617 0288

About me

Smart table

Smart Table

My Role

Company

Status

When

Industrial & UI/UX lead

NCR

Proof of Concept

2020

Observation

We have spent time in branches observing staff and customer behaviors during which we have noticed the banker/customer interaction.

The bank is all about collaboration and inclusiveness, though the customer experience does not reflect that.

Problem

Today’s banker experience is not engaging and creates a lack of transparency.

Today's Banker

Tech is a distraction

Lack of transparency

Heavily paper based

Future Banker

Collaborative

Build-in consent

Engaging

Rich product illustrations

Financial education

Multi-control

Mobile integration

Ideation

A stand-up and sit-down position for a flexible deployment.

The look and feel does not stand out as a piece of tech, but rather integrates into the branch furniture.

Collaboration

We built and iterated on our ideas then gathered valuable feedback during the

many demos we gave to a wide variety of stake holders.

Process

I created the screens in Sketch and animated them with InVision Studio. This allowed us to use it during user feedback sessions.

Flexibility

The UI adapts to the different ways users interact with the device.

Whether a customer is shopping for a product self-service, opening an account, reviewing prodcuts and options in a traditional face-to-face interaction or if a team member assists in a casual shoulder-to-shoulder fashion.

Self Service

Traditional Service

Casual Service

UI / UX

Customers and staff members have their own set of tools depending on the menu.

Staff can highlight and mark information in real time.

Privacy

Only relevant information is being displayed and only for the time needed. Everything else is being hidden unless tapped on.

This minimizes the physical sensitive data area at all times.

Tim Gerlach

+1 (843) 617 0288