SBWR | KeyBank

KeyBank started with an initiative of developing an in-branch financial product and experience from the ground-up. This product had yet to be defined, and it was up to my team and I to help create the Minimum Viable Product (proof of concept) that would further place KeyBank within the high-volume, high-specialization market. The Small Business Wellness Review (SBWR) tool is currently being used within KeyBank branches to help intelligently guide conversation between Key and their small-business customers, as well as generate personalized product suggestions.