case study
A-Z Review Re-platforming (Angular to React)
Context
The A-Z Review is a key tool used by ANZ Branch bankers to guide side-by-side, needs-based conversations with customers.
It helps identify financial products and services aligned to customer goals. Originally built in Angular and housed in ANZ data centres (which were being decommissioned), the tool needed urgent re-platforming to React and migration to the cloud to meet security requirements.
approach
Workshops and field research — Collected feedback directly from bankers across Australia.
Design system leverage — Ensured accessibility and consistency while saving engineering effort.
Cross-functional coordination — Managed shifting team structures, time zone challenges, and skill gaps.
Change management — Preserved core functions and behaviours to ease adoption.
my role
As Chapter Lead, Banker Experience, I:
Coordinated with distributed engineering teams in Melbourne and Bangalore.
Ran workshops with branch bankers nationwide to identify pain points and opportunities.
Recommended adoption of the ANZ Design System, ensuring accessibility and reducing build effort.
Collaborated with change managers to minimise disruption for bankers.
Secured governance approvals and stakeholder alignment.
outcome
Successfully re-platformed into React and migrated to the cloud under tight deadlines.
Pilot feedback from bankers has been highly positive: reporting clearer information, time savings, and improved customer conversations.
Rollout is currently underway across the branch network.
impact
Delivered a smoother, more efficient experience for customers and bankers, supporting richer conversations in less time while protecting the business from security risks.
The A-Z Review interface enables bankers and customers to engage in a shared, goals-based conversation that supports the customer’s financial wellbeing.
Each form (pictured below) collects vital insights into the customer’s financial position, the forms are designed to be accessible and easy to complete.
Personal situation form layout
Easy ways to bank form layout
How I save form layout
How I manage debt form layout