BANKING APP 

Adding value with new features

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Details

CLIENT: Designlab

ROLE:  UX research, IA, UI, and visual design

TIMEFRAME: 40 hours

Overview and Challenge

One of the biggest banks in the U.S. wants to use their reach to improve the financial health of its customers. Their current mobile app is well-rated, but very basic in functionality, focused primarily on spending and making payments. USAB would like to round out their offerings by providing users with personalized features that allow them to better manage their personal finances. 

The primary goal of this release is to add features that will help retain the bank's millennial customers, who are known to switch banks within first next 90 days of opening an account. 

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Research goals

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INTERVIEWS summary

100% of the users interviewed rely on a combination of tools to manage their personal finances. In addition to their banking app, a credit monitoring service such as CreditKarma was cited most. 

Persona

I used what I learned from interviews and surveys about user behavior around personal finance management to develop a persona.

 

Definition

Using my primary and secondary research, I began to concept the product.

Project goals identified.

Product feature list.

 

Journey Map

Site map captures screens and content needed for the website.

 

Sketches

 

Testing and Iteration

 

Usability testing showed insights into successes and areas that needed improvement.

Testing led to labeling and styling changes that improved clarity for users.

 

Final product