Equipping Small and Mediums-sized Businesses with smart financial tools
Design Timeline
1 Month (Jun'23 - Aug'23)
Team
4 UXDs + PM + 3UXR
My Role
Senior Product Designer
Research Synthesis, Design System, UX, Visual Design, Interaction Design, Prototypes & Hand-off
Project Summary
Problem
How might we reduce the complexity of banking services to help emerging businesses manage their finances more efficiently and confidently?
Final Outcome
A dedicated banking platform designed specifically for emerging businesses, offering simplified tools for daily banking.
Sneak Peak
My Role
1
Collaborated with functional team to gain and understand requirements
2
Analyzed user interviews recordings to the gathered further insights
3
Individual consultation with the product owners(client) to double check on the requirements
4
Closely worked with tech to understand the feasibility and limitations
5
Figuring out user flow & wireframes
6
Designing high fidelity prototypes
7
User testing and iterations
8
Handover and development support
Challenges
1
My first banking project and a very short timeline
Understanding the context and business processes were was interesting and intimidating at the same time. I spent time researching, asked questions and failed rapidly and quickly to get a hang of things.
2
Wide range of user personas and edge cases
Meticulously maintained an Excel sheet with all the different scenarios with their respective links. This helped me not only to be in check with all the requirements but also for a smoother hand over to the tech team.
3
Maintaining consistency across 8 Pods, 12 people and 1 app with an ever evolving design system.
We developed a nascent design guidelines we got from the design team at the bank to a more detailed one. We started out with the basic components and expanded it over time. Clearly communicating new additions to the team helped us in maintaining the consistency and smooth work flow.
4
Minimizing the clicks protocol
The client was thoroughly sticking on to the idea of showing upfront and reducing clicks. This led us to reiterate the information architecture multiple times, prioritize certain data points and treat the screens visually to avoid information overload
Impact
17% increase loan enquiries
+23 NPS score for the Loan section
32% Fewer late submissions of compliance documents
100k
downloads in PlayStore & App Store
4.3
on Google Play
4.1
on App store
Download Resume