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Customer engagement platform enables interactions with bank consumers across any digital channel

Summary

Customer engagement platform enables interactions with consumers across any digital channel. 

 

A powerful data ecosystem enables marketers and bank employees to create a targeted audience, craft memorable experiences, and engage where the conversation is at.

 

This intelligence suite provides detailed metrics on impressions, engagement and conversions across channels, enabling customers to examine and refine campaigns and engagements without the guesswork.

Company Type: fast growing fintech software provider

Project Duration: 2 months (ongoing)

Platform:  Responsive Web, Mobile

Type: B2B

Service:

  • UX design

  • UI design

  • Interaction design

Revenue: $63.9M per year. 

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Push notifications 

Banners

Message Center

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In-app Notifications

Nudges

Email

Design Process

1. Competitors Analysis and User Research (Campaign creation and Marketing Automation)

2. Information Architecture 

3. Design Sprint Workshop

5. User Scenarios and Flows

6. Design

7. User Testing

1. Competitors Analysis and User Research

2. Information Architecture 

3. Design Sprint Workshop

5. User Scenarios and Flows

6. Design

7. User Testing

1. Competitors Analysis and User Research

2. Information Architecture 

3. Design Sprint Workshop

5. User Scenarios and Flows

6. Design

7. User Testing

1. Competitors Analisys

I started with identifying competitors and evaluating their strategies to determine their strengths and weaknesses relative to our business, product, and service.

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2. Information Architecture

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3. Design Sprint Workshop (Remote)

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The Sprint Goal

“Help marketeers/digital teams to efficiently create and manage targeted engagements across their digital channels and optimise them with analytics to increase share of wallet, increase adoption and drive customer loyalty.

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Main questions of usability testing

  • Would marketeers feel comfortable using suggested audiences?

  • What marketeers feel about smart suggestions that will help them optimise their running engagement?

  • Test campaign creation flow 

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User Testing outcomes

  • Marketeers first decide whom (audience) they want to engage with and later decide on the means of engagement (content & channels).

  • There is no one fit for all when it comes to the content. Content and timing of engagement are customized for each channel.

  • Suggestions works great but additional explanation is needed.

4. User Flow

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5. Design

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