---
title: Finance Consolidation
slug: docs/finance-consolidation
docTags: 
createdAt: 2023-10-25T19:30:19.521Z
---

This scenario follows Haley Smith as she consolidates her finances after getting married.

Refer to the [Retail Banking Industry Journey](https://internal.adobedemo.com/content/demo-hub/en/demos/internal/fsi-retail-banking-xd.html) for the full XD story.



### Steps

Starting point

Start by opening the ["How to consolidate bank accounts" article](https://dsn.adobe.com/web/securfinancial2/how-to-consolidate-bank-accounts).

::::VerticalSplit{layout="middle"}
:::VerticalSplitItem
Haley just got married and is looking for a way to consolidate her and her husband's finances. After a Google search, she reads an article on SecurFinancial website.

*`Click the SecurFinancial logo to return to the home page.`*
:::

:::VerticalSplitItem
![](https://api.archbee.com/api/optimize/bAgVaanSi1tFmfc8PghaH/jfLdC3wLmDJsDJz0sVySk_image.png)
:::
::::

::::VerticalSplit{layout="middle"}
:::VerticalSplitItem
After returning to the SecurFinancial home page, main banner is personalized to reflect Haley's interest in consolidating finances. She decides to try out the MyInsights tool.

*`Click "Sign in" button in top right corner, then sign in with the email address of your demo profile. Or go to Dashboard if you are already logged in.`*
:::

:::VerticalSplitItem
![](https://api.archbee.com/api/optimize/bAgVaanSi1tFmfc8PghaH/of3mGAHCPVSYTRG3G9M65_image.png)
:::
::::

::::VerticalSplit{layout="middle"}
:::VerticalSplitItem
SecurFinancial Dashboard is also personalized for Haley. She decides to add her husband's account to MyInsights Tool and also notify SecurFinancial about name change.

*`Click "Settings" in main navigation submit the "Add external account" form, then the "Name change request".`*
:::

:::VerticalSplitItem
![](https://api.archbee.com/api/optimize/bAgVaanSi1tFmfc8PghaH/3XWyN9Kx1Zx35BODSZWlV_image.png)
:::
::::

::::VerticalSplit{layout="middle"}
:::VerticalSplitItem
Haley fills out the "Name change request" form entering necessary information and uploading required documents.
:::

:::VerticalSplitItem
![](https://api.archbee.com/api/optimize/bAgVaanSi1tFmfc8PghaH/mbVpPw2dm-veRXJPspJSw_image.png)
:::
::::

::::VerticalSplit{layout="middle"}
:::VerticalSplitItem
After submitting the initial form, Haley is asked to digitally sign the "Name change request" document.

*`Review the document, add a signature, provide your demo email and click "Submit" below the document. You will recieve an email to complete the process.`*
:::

:::VerticalSplitItem
![](https://api.archbee.com/api/optimize/bAgVaanSi1tFmfc8PghaH/Pg2beWr6DGisQ-V_khEnQ_image.png)



![](https://api.archbee.com/api/optimize/bAgVaanSi1tFmfc8PghaH/lMZBgNIGaMD2M0Def3Isx_image.png)
:::
::::

::::VerticalSplit{layout="middle"}
:::VerticalSplitItem
Haley likes her experience with SecurFinancial so much that she decides to open a retirement account.

*`Return to the SecurFinancial website, go to Accounts page and click "Open account" under Retirement Account section.`*
:::

:::VerticalSplitItem
![](https://api.archbee.com/api/optimize/bAgVaanSi1tFmfc8PghaH/GjlT6QnA0EtHAAN55Hu-b_image.png)
:::
::::

::::VerticalSplit{layout="middle"}
:::VerticalSplitItem
She fills out the form quickly because most of the fields are already pre-populated with her data.

*`Complete the "New account" wizard.`*
:::

:::VerticalSplitItem
![](https://api.archbee.com/api/optimize/bAgVaanSi1tFmfc8PghaH/kqToGeXvN5pZOt0tDJIBB_image.png)
:::
::::



Assets used in this scenario:

Experience Targeting Activity in Target: [https://experience.adobe.com/#/@demosystem4/target/activities/activitydetails/Experience-Targeting/securfinancial\_-home2](https://experience.adobe.com/#/@demosystem4/target/activities/activitydetails/Experience-Targeting/securfinancial_-home2)



![](https://api.archbee.com/api/optimize/bAgVaanSi1tFmfc8PghaH/54APYCTOH7OBrq6EjI07R_image.png)