02
FINTECH PRODUCT (LIVE)
DIGITAL SOLUTIONS FOR ALL FINANCIAL NEEDS
UX / UI design strategy and digital experience designed to deliver a complete financial product suite that caters to the diverse investment needs of customers
GOALS & OBJECTIVES
GOALS
Our teams had to create that would meet both business and user needs in the market, where there is low acceptance of all digital banking products.
CREATE
Create trustable and convenient digital
platform
PROVIDE
Provide all the features within a single system for user to manage all the financial needs
PERSONALISATION
A feature to create a goal for user to avail all the financial products based on goals
OBJECTIVE
THE DESIGN CHALLENGE
Introducing digital digital platforms while also keeping in mind user-centered design practices, the regulations for banking security services, personal data protection, and accessibility. Creating best suited journey for both amateur and experienced user groups. Striking a balancing between educating a user and completing his journey in minimum steps. A finance experience must convey the feelings of security, trust, efficiency. To retain and attract new customers.
USER EXPERIENCE
CUSTOMER DEVELOPMENT
To provide a complex solution that would meet all the objectives, we started with extensive research
14
Key journeys that our team put
forward before the design process
20+
Hours of interviews with potentials customers from all the segments
11
Main insights from the user
interviews & secondary research carried by the team
ANALYSIS OF USER INTERVIEWS
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42%
Prefer Personal
Assistance
50%
Dependent
Family
100%
Comfortable
with e-Pay
100%
Trust brand
value
64%
Prefer
Premiums
64%
Active on
investments
KEY INSIGHT OF USER RESEARCH
Financial terminology difficult to understand. Lack of fully understanding of investment instruments
Difficulty to handle investments, remember passwords and get certificates from a single platform
Unplanned/Unexpected expenses – hard to control outgoing and modern lifestyle expenses
Expert assistance is not readily available to the users & multiple platforms confuses users to choose the platform
USER EXPERIENCE
INFORMATION ARCHITECTURE
During the design stage our UX team had created the information architecture by considering all the features
USER EXPERIENCE
WIREFRAMING
We have created about 1300+ screens for wireframes to represent the website & app layout, the flow between the screens and it’s functional representation
USER INTERFACE
VISUAL DESIGN
Based on a business guidelines, UI team have created design language for this project
WEBSITE FINAL DESIGN
NEUMORPHISM DESIGN CONCEPT
HYBRID APP DESIGN
USABILITY TESTING
VISUAL PROTOTYPE UT
We conducted usability testing with the potential customers mainly with whom we took an interview to see the results and find the problems if any.
USABILITY TESTING PROCESS
SCREENER TEST
A screener was created to understand participant's demographics and their insights on finance.
FACILITATE
Participants were briefed about the test and sessions were recorded with their consent.
OBSERVE
During the sessions, navigation, presentation & interactions of the product were thoroughly observed.
TEST REPORT
Created the final UT Report that consists findings, recommendation & the level of severity.