User Pain Points
Goals:
Easily manage her finances on the go
Make quick and secure transactions
Stay on top of her spending and savings goals
Background:
Caitlin is a busy working professional who values simplicity and convenience in all aspects of her life. She enjoys her job as a graphic designer but often finds herself overwhelmed by the demands of her work. She appreciates efficiency and user-friendly interfaces in the tools and apps she uses on a daily basis.
Caitlin R.
Graphic Designer
Age: 28
Location: Chicago, IL
Tech Proficiency: Moderate
User Persona
Statement:
“I want a banking app that is straightforward, fun to use, and helps me stay on track with my finances without adding more stress to my already busy life.”
Challenges:
Limited time to dedicate to managing her finances
Difficulty understanding complex financial jargon
Wants a banking app that is easy to use and visually appealing
Complex Navigation: Users find it difficult to navigate through banking apps due to cluttered or confusing interface
Limited Personalization: The app lacks any personalized features and insights tailored to the users’ individual financial needs and goals
Overwhelming Interface: Users say most banking apps are overwhelming with information - which causes users stress. Would like something simpler and more fun
Landing Screen
Budget
Again, wanting a simple - easy to read layout for the other pages. I want all the information on one screen, but easily readable
Account
Low Fidelity prototype with simple commands. User can move through the app via Accounts page and Budget. Just want to show the simple functionality of the application.
Paper Wireframes
Digital Wireframes
Low Fidelity Prototype
Account page will consist of clean/clear buttons and ease to other pages such as; transfer, deposit, and savings
Usability Testing
For this application, I had users perform the tasks in a remote setting.
I needed examples of someone using the app in a real world experience without the stresses of someone looking over the shoulder. I’m looking for accurate “field” insights.
Users commented that they would like a “Savings Goals” page or something that could show progress of their savings deposits.
The green color shows the progress of their savings deposits. It will fill up once they’ve met their goal for the month.
The red shows months that the user has not met their goal.
Insight #2
Insight #1
Users also commented on the ability to chat with a customer service representative would be helpful.
“Maybe use the “help” button that would take you to another page with customer service contact options.” - User 3
In the clip to the right, you can see by clicking on the “Help” icon at the bottom it will take you to the contact page for support.
Hi-Fi Mockups
Hi-Fi Prototype
Style Guide
Wealtheez
Roboto
40px
Montserrat
40px
Montserrat Medium
24px
Montserrat SemiBold
24px
64px
Apple
Android
413E3E
989898
94E39E
F52323
Reflections
Let’s Connect
During the development of our mobile banking app, we learned the importance of providing easily accessible user interface, simple design, easy buttons to find, and customer support to our users.
We found that many customers were struggling to find answers to their inquiries, leading to frustration and dissatisfaction. To address this issue, we implemented a customer service page within the app where users can easily submit their questions and receive prompt assistance.
Additionally, we discovered the need for a savings goals feature to help users track their financial goals and budget effectively. By adding a savings goals page, we were able to enhance the overall user experience and provide a valuable tool for our customers to achieve their financial objectives.
These lessons taught us the importance of listening to user feedback and continuously improving our app to meet the needs of our customers.
Thank you for viewing my case study,
Jordan R.
Lead UX Designer/Researcher
(317)332-4027
Wealtheez
Carefree Banking
A user case study by
Jordan Rowe
Project Overview
THE PRODUCT: WEALTHEEZ BANKING APP
The Wealtheez banking app aims to provide users with a seamless and secure way to manage their finances on-the-go. Users can view their account balances, transfer funds, pay bills, and access a range of banking services conveniently through the app.
The app also offers features such as budget tracking, savings goals, and personalized financial insights to help users make smarter financial decisions.
Project Duration:
May ‘24 - July ‘24
My Role:
Lead UX Designer/Researcher
The Goal:
To increase user adoption and engagement rates by improving the overall user experience of the banking app. This involves redesigning the app interface, incorporating personalized features and insights, and optimizing the banking services for a more user-friendly experience by making it more streamlined and simple.
The Problem:
The banking app is currently facing low users and engagement rates. Users are finding it difficult to navigate through the app, understand their financial information, and access the services they need. Additionally, the app lacks personalized features and insights, making it less engaging and relevant for users.
Responsibilities:
IDEATION
USER RESEARCH
STORYBOARDING
WIREFRAMING/DIGITAL WF
HI/LO FI PROTOTYPING
User Research
Summary
Conduct user interviews and surveys to gather feedback on the current app experience and identify pain points.
Analyze user data to understand user behavior, preferences, and financial needs.
Conduct competitive analysis to identify best practices and features that can be incorporated into the app.