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Savings bank account - TrueNorth

This project was focused on developing a frictionless user flow so that bank users could use their savings account more.

Scope: Create a new feature for saving's account use
Role in team: Visual ID, concept, key metrics
Duration: One month
Tools: Figma

CONTEXT

Currently, many people try to save money, but it ends up being very complicated due to the lack of features that help in this process within banking products.

// PROBLEM

We identified that people can't save money because they don't see their cash flow throughout the month along with their goals

// SOLUTION

Create a feature that offers customers power over their finances, setting goals for money saved, viewing how much was spent in the month and projecting finances

// QUESTION

How to increase usage of customers' savings account product by offering them tools to budget their spending and meet professional savings goals?

RESEARCH

To begin this project on the right foot, I started by doing a benchmark with brazilian banks in order to understand what were their hits and misses when talking about digital banking. And looking at those examples I was able to understand a bit more about how banking features worked and how they approached the users.

IDEATION

At the moment of definition, I focused on what should be necessary for creating those features and which features should be on MVP. To make that happen, I used a priorization matrix, always keeping in mind urgency x importance to make decisions.

After deciding which features would be on our MVP, I started creating the user-flows for each scenario, specially when customers get to interact with the savings budget tool. Then, making the wireframes were easier, because everything was already defined previously.

VISUAL LANGUAGE

For this project, creating a visual language was something very different for me. Starting with the fact that there is no already defined visual identity. A second point was the fact that I was speaking to an audience that does not always pay much attention to companies.To try to overcome some of these problems, I used what is most trendy in UI, at the same time as I used flashy colors for the highlights.

CONCLUSIONS

This is a project that I am very proud to have participated in, as I had some setbacks along the way. Because I was very involved in the creation of this product and its metrics, I also ended up being involved in its next steps, identifying future opportunities and possible means of monetization for the company.

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