This was a concept I came up with in 2011 when staying at Hotel Andez near Wall Street. It’s call Wealth Bar. The concept was taken from Apple’s Genius Bar where the company emulates Jobs’ passion for putting customers first.
Design tools used were Illustrator in 2018 above and hand sketching in 2011 below.
“And the more time customers spend in the branches, with the bankers in an “advisory role,” the more likely customers are to sign up for additional banking products (rolling over their IRA’s and 401K’s for example). Which doesn’t hurt the bottom line a bit. ” Saving Retail Banking Via The Starbucks, Ritz-Carlton, Apple Customer Experience by Micah Solomon, Forbes May 20, 2014