Deposit journey for individual investor

Problem Statements

- Investor selects the incorrect currency and deposit. Then, reach out to customer care, which can significantly increase the ticket count.  

- After copying bank reference & transferring money, forget to confirm the bank transfer and exit the deposit screen.

Responsibilities

Collect stakeholder & users Interviews and Insights, and UI.

Solution

Created an enhanced user experience journey that simplifies currency selection and emphasizes a targeted deposit process.

Team Size

6

Role

Product Designer

Key Stakeholders

- VP of Product

- Product Manager

- Finance Operation Manager

- Data Analyst

- Solution Architect

Tools

Figma

Time

3 Months

Design Process

A User - Centred Design Approach

Discovery Framework

Stackholder Insights

Behavioural Insights

User Insights

Behavioral Insights

Select Currency Analysis

User attributes insights

User Journey

Final UI

Core journey of deposit : Debit Card

Core journey of deposit : Bank Deposit

Impacts

- Since launching the new deposit journey, incorrect currency tickets dropped by 40%,as the currency is now preselected. Additionally, the investment amount ratio has risenby 10% compared to the previous quarter.

- With improved UX copy and separation of payment method, the rate of exits from thedeposit screen has decreased by 30%.