julio.io

Amex Search

Role

Lead Designer

Scope

  • Consumer fintech
  • Search and discovery
  • Information architecture
  • Customer support
  • Self-service
Product
Amex Consumer Mobile App | iOS & Android
Team
American Express Enterprise Mobile Design
Year
2021

As American Express added checking, savings, and more digital features, its account-by-account navigation made the mobile app increasingly difficult to explore. I led the zero-to-one design of app-wide search, giving customers one place to find features, transactions, offers, and support across accounts. When search could not return a direct result, it carried the user's intent into chat instead of leaving them at a dead end. Search users showed 30% higher chat usage, 6% fewer call-ins, and 5% higher self-service.

Challenge

Make content easier to discover across the app and across accounts, helping customers complete more tasks through self-service.

Outcome

  • +30%Higher chat usage among search users.
  • -6%Fewer app-first customer calls from search users.
  • +5%Higher self-service among search users.

My Contribution

  • Defined an app-wide search strategy across product and support content.
  • Positioned search as a global navigation tool rather than a feature within one screen.
  • Connected unsuccessful searches to self-service support without losing the user's intent.

Inventory of mobile content

Inventory map of searchable American Express mobile content

Inventory of mobile content

Early American Express mobile search concept screens

Early concepts

I explored ways search could anticipate users’ intentions before they even searched and help guide them when search fell short.

Landing page concept for American Express mobile search

Landing Page Vision

The landing page surfaced popular actions and increased awareness of buried features.

Promotional content concept in American Express mobile search

Promo Content

In beta testing, we found one of the top user search categories was for timely promotional content.

Recent searches and typeahead suggestions in American Express mobile search

Recent searches and type ahead

Unified American Express mobile search results screen

Search Everything

Results return various content types from features to transactions, offers, and a graceful hand-off to chat.

Transaction drill-in search result screen for American Express mobile
Drill-in view of transaction search across all card products
Upsell screen for an ineligible card benefit search result
Upsell when a user doesn’t have an eligible card for the feature they seek
Dynamic search content module in the American Express mobile app

Dynamic Content

The landing screen adapts to different product strategies.

Unified American Express mobile search results screen

Outcome

Search users saw a +30% increase in chat usage, a -6% drop in call-in rates, and a +5% increase in self-servicing.

The preliminary metrics showed promise. Adding search with an integrated chat feature could significantly lower servicing costs.