Money savings module for citibanamex.
Citibanamex was looking to create a new and more fresh look and feel for the bank. Inline new modules were proposed for create a better experience for users, one of them was a personalized module for savings.
Role
Visual Designer
UX designer
Deliverables
Product strategy
UX strategy
UI Design
Team
Citibanamex
Year
2020
CitiBanamex has been working on improving the experience for their BancaNet customer. We see an opportunity to show all the possibilities that the bank brings through their different products and bring the opportunity to acquire the products in just some minimum steps.
Workflow
Emphasize
Personas
For Persona I use the three primary account holders that have been defined through the UX team of CibiBanamex.
Job stories
Also, I try to learn more about the context. I want to understand better what is the motivation of the account holders to acquire more products and what are their desires to find in BancaNet.
Context
When I use BancaNet,
I wish that I was able to know more about my account.
In this way, I like to use only one bank where I got all my credit information.
Desire
When I know that I need to acquire another product of the bank,
I want to easily make my procedure required
so that I don´t lose much time.
Outcome
When I enter to check my debit card
I want to watch products that match with my profile
so that I can find something that I need.
Define
Identify User Goals
1. The user wants to adquiare easily other products
Design Requirement:
- Create easy and short user path for request new products.
-Reuse data that is already available in the database to streamline procedures
2. The user wants to take control over there income & expenses
Design Requirement:
- Show detailed information about what things they usually spend
- Give control to cancel at any moment some service that requires regular payments like Netflix, Amazon, etc
3. The user wants to know how to profit from using other products
Design Requirement:
- Regular users only have one account in the bank. We can show in a more real way what are the other products of the bank.
-Show the products in an attractive way
Ideate
Researched competitors
Discussion with some users about paint points and what are some nice have’s
Ideation of the user flow
Create a high fidelity mockups
Final thoughts
This was an interesting project because it helps to improve the experience of the web app of Citibanamex, it was important to keep in mind the real clients of citibanamex and potential customers, and give them a tool that helps to get better control in their expenses but in a way that is easy for them to understand and contract new products of citibanamex. At the same time when I was working for this project, the bank start accessibility test an be part of this practice helpt me to show the information in a simple way and think better for a solution.