CLIENT

FinTech

TEAM

UX (Me)

TIMEFRAME

3 months

TOOLS

Figma
Balsamiq
Illustrator
Photoshop
Miro

SKILLS

Define Deliverables
Competitor Analysis
Branding
Prototype
User testing

DISCOVERY

Competitor Landscape

Research revealed three main traits user's value in financial apps. These became our guideposts in product discussions.

Automation Capabilities

User Empathy

Financial Trust

CONCEPTING

Crazy 8's

Quickly sketched 8 screens in 8 minutes. Strongest layouts were refined.

TESTING

User Interviews

Conducted remote usability testing with a diverse group of users. Participants were guided through a series of tasks and questions while navigating an interactive Figma prototype.

Mock-trendk-test
tasks
BRAND

Stand Out In A Crowded Market

Black and white photography became a key brand element. The lifestyle/leisure photos humanized the look and elevated the feel of professionalism.

Deliverables included:

Colors: Fun yet sophisticated

Logo Design: 3 rounds of design. Final logo in .svg, .png, .ai

Microsite: Brand applied to WordPress Template

ANALYZE TESTING RESULTS

Need For Clearer Messaging

Two client driven factors could potentially hurt the app. First, changes to the user's funds would not be automated through the interface. Secondly, selecting "Agree" only indicated user had read and planned to make change off site. Both instances required careful messaging to avoid losing user trust.

  • Client unable to automate changes 79% believed “Accepting” would buy and sell funds. (user testing)
  • Decision IllusionUsers unable to “Refuse” advice. 61% of users said this changed making them potential subscribers. (user testing)
REVISE PROTOTYPE

Branding and Findings Applied

Quickly sketched 8 screens in 8 minutes. Strongest layouts were refined.

CONCLUSION

Success Dependent On Automation

Conducted remote usability testing with a diverse group of users. Participants were guided through a series of tasks and questions while navigating an interactive prototype.

Shopping Basket