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Gainsight/CustomerNotes/CIBC.md

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2022-09-16 15:43:56 -04:00
# CIBC
## Categories and Flow
- Should things be put into epics?
- Examples of how something was laid out?
- They want to add glossary somewhere, possibly as a page
- For instance, what are preferences. What are push notifications and alerts
- Lots of clients are elderly and unaware of these terms
- What are savings, checking, etc.
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[ ] - Find examples of search within the page only
[ ] - Submit ticket with Figma files for design changes
[ ] - Activities in a course is a step in a how-to
[ ] - See if circle button at bottom of image can be clickable
[ ] - In terms of images, what format are they using? PNG -
Iron out user experience
Contact us and back to FCIB same as corporate site
Create categories for the links
Add the "active state" CSS for each link
POS training falls on cash management
Elisia handles the training cash management engagement
She might need to connect with us to utilize the platform
Andre in that meeting aswell