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Mobile Banking

Customer Experience Documentation
Mobile Remote Deposit Capture (Phase 2)
Note: This document is best printed at 11x17 or viewed on screen.

Date: Fri Jul 12 2013

Version: 1.2

2

Table of Contents

Related CX Standards

3

High - Level Sitemap

4

1.0.0 Mobile Banking

5

1.1.0 Apps

6

1.1.1 Mobile Deposit Homepage

7

1.1.2 Mobile Deposit Tour

8

2.3.0 Mobile Deposit FAQs

9

1.1.4 Mobile Deposit Usage Guidelines

10

1.2.0 Comparison Chart

11

1.3.0 Mobile Banking on a Phone

12

2.1.0 Mobile Banking FAQ

13

2.1.1 Deposits Questions

14

Change Log

15

Customer Experience
Mobile Documentation

PROJECT

Mobile Remote Deposit Capture

AUTHOR

Shillington, Kendra

DATE

Fri Jul 12 2013

SCREEN

Table of Contents

FILE NAME

MRDC_Phase2_v1.2_kls.graffle

VERSION

V 1.2
1.0

3

Related CX Standards & Guidelines

RELATED CX STANDARDS & GUIDELINES
The visual representations in this document should be considered for placement purposes only and to provide a
reference for requirements. Images, icons, colors, and fonts may not accurately represent Wells Fargo brand
standards. These standards must be followed in development of the features represented here.
We have attempted to include links to all standards that are relevant to this project, but links to all available
standards can be found on the CX Wiki (https://isgwiki.wellsfargo.com/display/CERD/Standards+and
+Guidelines).

GLOBAL MESSAGING STANDARDS
Use this standard for all page-level and inline messaging as well as form validation errors and alerts.
https://isgwiki.wellsfargo.com/display/CERD/Final+Version+Messaging+Deck+and+Text
AUTHENTICATED SESSION STANDARDS
The Authenticated Session Standards and Guidelines govern the user experience for the Online Banking Secure
Session.
http://isg-neo.wellsfargo.com/AuthenticatedSessionStandards/
ACCESSIBILITY STANDARDS
These guidelines outline practices relevant to making Wells Fargo websites accessible to people with disabilities.
http://webgov.homestead.wellsfargo.com/standards_guidelines/jump_pages/web_accessibility.html
MOBILE STANDARDS
The Mobile Standards and Guidelines cover Online Enrollment, Mobile Browser, Text Banking, and Mobile
Applications.
https://isgwiki.wellsfargo.com/display/CERD/CX+Mobile+Standards
SMS TEXT MESSAGING STANDARDS
Standards and Guidelines to ensure that mobile communications from Wells Fargo reflect writing with C-A-R-E
(Consistent, Approachable, Respectful, Empathetic).
http://cfc.homestead.wellsfargo.com/getstarted/sms/cfc_sms.htm
CHILD BROWSER WINDOW STANDARDS
Outlines requirements for appropriate use of child browser windows for online and mobile content and
advertisements.
http://webgov.homestead.wellsfargo.com/standards_guidelines/jump_pages/child_browser.html

Customer Experience
Mobile Documentation

PROJECT
SCREEN

Mobile Remote
Capture
P0063434
OnlineDeposit
Newsroom
Related CX Standards & Guidelines

AUTHOR

Shillington,
Kendra
Kendra Shillington

DATE

Fri Jul 12 2013

FILE NAME

MRDC_Phase2_v1.2_kls.graffle

VERSION

V 1.2
1.0

4

High-Level Sitemap

Wells Fargo
Home Page
0.0.0

Apps
1.1.0

Mobile Banking

Help

1.0.0

2.0.0

Comparison
Chart

Mobile Banking
on a Phone

Mobile Banking
FAQs

1.2.0

1.3.0

2.1.0

Deposits
Questions

Mobile Deposit
Homepage
1.1.1

Text Banking

Mobile Website

Apps

1.3.1

1.3.2

1.3.3

Mobile Deposit
Tour

Android
1.3.3.1

1.1.2

2.2.0

Deposit a Check
with Mobile
Deposit

Mobile Deposit
FAQs
2.3.0

1.3.3.1.1

Mobile Deposit
Usage Guidelines

Blackberry
1.3.3.2

1.1.3

Mobile Deposit
Terms and
Conditions

iPhone
1.3.3.3

Deposit a Check
with Mobile
Deposit
1.3.3.3.1

1.1.4

Key

URLs
Page within
WF.com

Palm
1.3.3.4

Revised Page
New Page/Section
Social Page outside of
WF.com
Page being eliminated
from the directory
decision
hard-coded
sections

Customer Experience
Mobile Documentation

0.0.0

https://www.wellsfargo.com

1.3.3

1.0.0

https://www.wellsfargo.com/mobile

1.3.3.1 https://www.wellsfargo.com/mobile/onaphone

1.1.0

https://www.wellsfargo.com/mobile/apps

1.3.3.2 https://www.wellsfargo.com/mobile/onaphone

1.1.1

https://www.wellsfargo.com/mobile/mobile-deposit

1.3.3.3 https://www.wellsfargo.com/mobile/onaphone

1.1.2

https://www.wellsfargo.com/mobile/apps/mobile-deposit/tour/

1.3.3.4 https://www.wellsfargo.com/mobile/onaphone

1.1.3

https://www.wellsfargo.com/mobile/apps/mobile-deposit/usage-guidelines

1.1.4

https://www.wellsfargo.com/mobile/apps/mobile-deposit/terms

1.2.0

https://www.wellsfargo.com/mobile/comparisonchart

1.3.0

https://www.wellsfargo.com/mobile/onaphone

1.3.1

https://www.wellsfargo.com/mobile/onaphone

1.3.2

https://www.wellsfargo.com/mobile/onaphone

https://www.wellsfargo.com/mobile/onaphone

2.0.0

https://www.wellsfargo.com/help/

2.1.0

https://www.wellsfargo.com/help/faqs/mobile

2.2.0

https://www.wellsfargo.com/help/faqs/deposits_faqs

2.3.0

https://www.wellsfargo.com/help/faqs/mobile-deposit

PROJECT

Mobile Remote Deposit Capture

AUTHOR

Shillington, Kendra

DATE

Fri Jul 12 2013

SCREEN

High-Level Sitemap

FILE NAME

MRDC_Phase2_v1.2_kls.graffle

VERSION

V 1.2
1.0

5

1.0.0 Mobile Banking
C

ANNOTATIONS
All content and design in screen mockups
is for placement only. Please see latest
content deck for accurate content.

A

B

A

Option: Promo area to feature Mobile Deposit (link to Mobile Deposit Tour 1.3.3.5)
*managed by Marketing (MRM)

B

Option: Upper Content Cell to feature Mobile Deposit (link to Mobile Deposit Tour
1.3.3.5)

C

Revise capabilities to include Mobile Deposit

D

Update footnote

REVISED COPY
A
Introducing Wells Fargo Mobile® Deposit

C

Image Here

Make deposits with your mobile device anytime,
anywhere1
!
!
>"Learn"More"!

{URL%to%MRDC%product%page,%currently%at:%https://www.wellsfargo.com/mobile/apps/mobileAdeposit/}%

B
Introducing Wells Fargo Mobile® Deposit
Make deposits with your mobile device anytime, anywhere
Learn More >

C
With apps you can:
D

Do everything wf.com can: pay bills, transfer funds, get balances, deposit
checks, and more

Utilize GPS to get one-touch access and directions to ATM/location
information

Get quick access to Sign On screen

Our apps are supported by Android, BlackBerry, iPhone, and Palm devices.
Learn More >

D
1 Availability may be affected by your mobile device’s coverage area. Mobile Deposit is supported
on Apple mobile devices with iOS 4.1 and greater and on Android mobile devices with OS 2.1 and
greater. Your mobile carrier’s text messaging and web access charges may apply.

Customer Experience
Mobile Documentation

PROJECT

Mobile Remote Deposit Capture

AUTHOR

Shillington, Kendra

DATE

Fri Jul 12 2013

SCREEN

1.0.0 Mobile Banking

FILE NAME

MRDC_Phase2_v1.2_kls.graffle

VERSION

V 1.2
1.0

6

1.1.0 Apps

ANNOTATIONS
All content and design in screen mockups
is for placement only. Please see latest
content deck for accurate content.

A

Revise capabilities to include Mobile Deposit and a link to Mobile Deposit

Text Banking

B

Mobile Website

REVISED COPY

> Apps

A
With apps you can:
• Pay bills
• Transfer funds
• Send and receive money by email address or mobile number
• Deposit checks
• Explore detailed account activity
• View balance information
• Utilize GPS to get one-touch access and directions to ATM/location information
• Get quick access to Sign On screen

Comparison Chart
A

Mobile Banking on a Phone
More Mobile Services
Mobile Banking Security
Mobile Banking FAQs

Want more info?
View a comparison chart >
Read about apps security >
Read the apps FAQs >
Learn more about Mobile Deposit >

Learn more about Mobile Deposit >

Customer Experience
Mobile Documentation

PROJECT

Mobile Remote Deposit Capture

AUTHOR

Shillington, Kendra

DATE

Fri Jul 12 2013

SCREEN

1.1.0 Apps

FILE NAME

MRDC_Phase2_v1.2_kls.graffle

VERSION

V 1.2
1.0

7

1.1.1 Mobile Deposit Homepage 1

ANNOTATIONS
All content and design in screen mockups
is for placement only. Please see latest
content deck for accurate content.

A

Integrated Mobile Deposit links added to left rail as a child of Apps

Text Banking
Mobile Website
A

Apps
> Mobile Deposit
Take the Tour
FAQs
Usage Guidelines
Comparison Chart
Mobile Banking on a Phone
More Mobile Services
Mobile Banking Security
Mobile Banking FAQs

Customer Experience
Mobile Documentation

PROJECT

Mobile Remote Deposit Capture

AUTHOR

Shillington, Kendra

DATE

Fri Jul 12 2013

SCREEN

1.1.1 Mobile Deposit Homepage 1

FILE NAME

MRDC_Phase2_v1.2_kls.graffle

VERSION

V 1.2
1.0

8

1.1.2 Mobile Deposit Tour

A

All content and design in screen mockups
is for placement only. Please see latest
content deck for accurate content.

B

Customer Experience
Mobile Documentation

ANNOTATIONS
A

Mobile Deposit Tour page

B

< Back to start will link to the Mobile Deposit Home page 1.1.1

PROJECT

Mobile Remote Deposit Capture

AUTHOR

Shillington, Kendra

DATE

Fri Jul 12 2013

SCREEN

1.1.2 Mobile Deposit Tour

FILE NAME

MRDC_Phase2_v1.2_kls.graffle

VERSION

V 1.2
1.0

>

9

2.3.0 Mobile Deposit FAQs

ANNOTATIONS
All content and design in screen mockups
is for placement only. Please see latest
content deck for accurate content.

A

CX recommends incorporating the Mobile Deposit FAQ into the Mobile Banking FAQ 2.1.0

Text Banking
Mobile Website
Apps
Mobile Deposit
Take the Tour
A

> FAQs
Usage Guidelines
Comparison Chart
Mobile Banking on a Phone
More Mobile Services
Mobile Banking Security
Mobile Banking FAQs

Customer Experience
Mobile Documentation

PROJECT

Mobile Remote Deposit Capture

AUTHOR

Shillington, Kendra

DATE

Fri Jul 12 2013

SCREEN

2.3.0 Mobile Deposit FAQs

FILE NAME

MRDC_Phase2_v1.2_kls.graffle

VERSION

V 1.2
1.0

>

10

1.1.3 Mobile Deposit Usage Guidelines 1

All content and design in screen mockups
is for placement only. Please see latest
content deck for accurate content.

Text Banking
Mobile Website
Apps
Mobile Deposit
Take the Tour
FAQs
> Usage Guidelines
Comparison Chart
Mobile Banking on a Phone
More Mobile Services
Mobile Banking Security
Mobile Banking FAQs

Customer Experience
Mobile Documentation

PROJECT

Mobile Remote Deposit Capture

AUTHOR

Shillington, Kendra

DATE

Fri Jul 12 2013

SCREEN

1.1.3 Mobile Deposit Usage Guidelines 1

FILE NAME

MRDC_Phase2_v1.2_kls.graffle

VERSION

V 1.2
1.0

11

1.2.0 Comparison Chart

ANNOTATIONS
All content and design in screen mockups
is for placement only. Please see latest
content deck for accurate content.

A

Update comparison chart to include Mobile Deposit

REVISED COPY
A

!
!
!

!
!
!
!

!

!

Deposit checks with Wells Fargo Mobile Deposit

!!

Transfer money between your accounts
Pay bills with Bill Pay

!!
!

!
!
!

!
!
!

Transfer money to other people3

!

!

!

Shortcut to sign on from phone's home screen

!

!

Free

1

Covered by our Online Security Guarantee
View account balances
View detailed transaction history
Find ATMs and locations
®

!
!
!
!

via GPS!

!

A

Customer Experience
Mobile Documentation

PROJECT

Mobile Remote Deposit Capture

AUTHOR

Shillington, Kendra

DATE

Fri Jul 12 2013

SCREEN

1.2.0 Comparison Chart

FILE NAME

MRDC_Phase2_v1.2_kls.graffle

VERSION

V 1.2
1.0

12

1.3.0 Mobile Banking on a Phone (iPhone)

ANNOTATIONS
All content and design in screen mockups
is for placement only. Please see latest
content deck for accurate content.

A

Android only

B

A

1.3.3.1.1/1.3.3.3.1 Add a section outlining new Mobile Deposit feature *iPhone and
Active Mobile Deposit section area

REVISEDCustomer
COPY
Experience

B

Creator: Christine McCarroll

Project: Mobile Remote Deposit Capture (MRDC) National Launch

A

Page or URL:

Version: V 1.0

Date:

Template: WCM

https://www.wellsfargo.com/mobile/onaphone/#apps

> View Account Balances
View Account Activity
Find ATMs/Locations
Transfer Between Accounts
Send & Receive Money
Pay a Bill with Bill Pay
Deposit a check with Wells Fargo Mobile® Deposit
Get started with our apps:
Visit the associated App Store and search for "Wells Fargo" or visit wf.com on your phone's browser and
click the "Get the app" banner1.!

B
®

> Deposit a check with Wells Fargo Mobile Deposit
The images in this copy deck are for illustrative purposes only. Please refer to
https://www.wellsfargo.com/mobile/onaphone/#apps for current page design/general layout.}

{Body copy}

!Select the Mobile Deposit icon from the tab bar or expand the Mobile Banking Menu and select
“Deposit Check”.

!Select the account where you want to deposit your check. (Your primary checking account will be
presented by default.). Enter the amount of your deposit and select “Check” to take photos of your check.

 Select camera icon to take a photo of the front of your check. When you’re satisfied with your photo,
select “Use”.

 Verify your deposit account and the amount of your deposit and select “Deposit”.

Customer Experience
Mobile Documentation

PROJECT

Mobile Remote Deposit Capture

AUTHOR

Shillington, Kendra

DATE

Fri Jul 12 2013

SCREEN

1.3.0 Mobile Banking on a Phone (iPhone)

FILE NAME

MRDC_Phase2_v1.2_kls.graffle

VERSION

V 1.2
1.0

13

2.1.0 Mobile Banking FAQ

ANNOTATIONS
All content and design in screen mockups
is for placement only. Please see latest
content deck for accurate content.

A

A

Revised FAQ content
CX recommends incorporating the Mobile Deposit FAQ into the Mobile Banking FAQ 2.1.0

REVISED COPY
A
Mobile Banking FAQs
{Internal note: Highlighted copy is new. If the question is collapsed, no copy changes}
Basics
®
What can I do with the Wells Fargo Mobile Service?
Wells Fargo Mobile gives you three ways to bank on your mobile device:
1. Mobile website (wf.com), which allows you to access accounts to
check balances, view detailed account activity, make transfers,
pay bills, deposit checks, and more.
2. Text banking , which allows you to quickly request and receive
basic account information via text message—even if you don’t
®
use Wells Fargo Online .
3. Apps, which provide the same features as wf.com, plus onetouch access to Sign On, easy menu navigation, and GPSpowered ATM/location information.
How much does Wells Fargo Mobile cost?
How is Wells Fargo Mobile secure?
What should I do if I lose my phone?
What are mobile preferences and how do I change mine?
What are mobile nicknames and how do I change mine?
How do I disable Wells Fargo Mobile?
Text banking
What are the text banking commands?
How is text banking secure?
Will text banking work on my phone?
Does my mobile carrier support text banking?
Are text commands case-sensitive?
What should I do if I get a new phone or phone number?
Will text banking work on my pre-paid service plan?
Mobile website
How is wf.com different from wellsfargo.com?
Do I need a username and password to access wf.com?
How is wf.com secure?
Can I pay bills on wf.com?
Can I make transfers to another Wells Fargo customer on wf.com?
Can I deposit checks on wf.com?
®
Yes. With Wells Fargo Mobile Deposit you can make a deposit directly into your eligible checking or
savings account using the Wells Fargo Mobile App on supported Apple and Android devices.
Mobile Deposit.
Why can't my phone access wf.com?

Customer Experience
Mobile Documentation

PROJECT

Mobile Remote Deposit Capture

AUTHOR

Shillington, Kendra

DATE

Fri Jul 12 2013

SCREEN

2.1.0 Mobile Banking FAQ

FILE NAME

MRDC_Phase2_v1.2_kls.graffle

VERSION

V 1.2
1.0

14

2.1.1 Deposits Questions

ANNOTATIONS
All content and design in screen mockups
is for placement only. Please see latest
content deck for accurate content.

A

A

Revised FAQ content

REVISED COPY
A

Deposits Questions
{Internal note: Highlighted copy is new. If the question is collapsed, no copy changes}

!
When will my deposit be credited to my account?
Why did you place a hold on my deposit?
Where can I mail my deposit?
What does Check Reversal mean?
How do I request a copy of a deposit slip?
How do I set up direct deposit?
What is my routing number?
When will my direct deposit be credited to my account?
Can I get an advance on my next direct deposit?
Can I use my mobile device to make a deposit?
®

Yes. With Wells Fargo Mobile Deposit (“Mobile Deposit”) you can make a deposit directly into your
eligible checking or savings account using the Wells Fargo Mobile App on supported Apple and Android
devices. Mobile Deposit lets you submit photos of the front and back of your endorsed check. Your
deposit is safe and you can save time with fewer trips to a Wells Fargo ATM or store. Learn More

URL$to$MRDC$product$page:$https://www.wellsfargo.com/mobile/apps/mobile=deposit/$

Customer Experience
Mobile Documentation

PROJECT

Mobile Remote Deposit Capture

AUTHOR

Shillington, Kendra

DATE

Fri Jul 12 2013

SCREEN

2.1.1 Deposits Questions

FILE NAME

MRDC_Phase2_v1.2_kls.graffle

VERSION

V 1.2
1.0

15

Change Log
Version

Page Impacted

Change

Date

1

All

Initial Audit

8/21/12

2

All

Revisions based on Review 1

8/25/12

Customer Experience
Mobile Documentation

PROJECT

Mobile Remote Deposit Capture

AUTHOR

Shillington, Kendra

DATE

Fri Jul 12 2013

SCREEN

Change Log

FILE NAME

MRDC_Phase2_v1.2_kls.graffle

VERSION

V 1.2
1.0