UX RESEARCH
TESTING

UX RESEARCH
TESTING

UX RESEARCH
TESTING

UX RESEARCH
TESTING

UX RESEARCH
TESTING

Line 37

Open banking mobile app

Open banking mobile app

Open banking mobile app

Open banking mobile app

Open banking mobile app

amex1
OVERVIEW
OVERVIEW
OVERVIEW
OVERVIEW
OVERVIEW
Line 37

Research, design and validation for a multinational financial services corporation on how their Open Banking vision will transform the digital membership experience for Consumers and SME's in the UK, Sweden, Hong Kong and Australia markets.

The outcome was two experience concept designs, one for each persona, helping the business prioritize features recommending key experiences and MVP based on user feedback.

Research, design and validation for a multinational financial services corporation on how their Open Banking vision will transform the digital membership experience for Consumers and SME's in the UK, Sweden, Hong Kong and Australia markets.

The outcome was two experience concept designs, one for each persona, helping the business prioritize features recommending key experiences and MVP based on user feedback.

Research, design and validation for a multinational financial services corporation on how their Open Banking vision will transform the digital membership experience for Consumers and SME's in the UK, Sweden, Hong Kong and Australia markets.

The outcome was two experience concept designs, one for each persona, helping the business prioritize features recommending key experiences and MVP based on user feedback.

Research, design and validation for a multinational financial services corporation on how their Open Banking vision will transform the digital membership experience for Consumers and SME's in the UK, Sweden, Hong Kong and Australia markets.

The outcome was two experience concept designs, one for each persona, helping the business prioritize features recommending key experiences and MVP based on user feedback.

Research, design and validation for a multinational financial services corporation on how their Open Banking vision will transform the digital membership experience for Consumers and SME's in the UK, Sweden, Hong Kong and Australia markets.

The outcome was two experience concept designs, one for each persona, helping the business prioritize features recommending key experiences and MVP based on user feedback.

MY ROLE
MY ROLE
MY ROLE
MY ROLE
MY ROLE
Line 37

Plan, execute and report on UX research and usability testing of the experience, doing the combined job of designer and project manager. Align with internal research and design teams daily, planning, creating schedules, writing documentation and reports, monitoring and reporting progress.

Plan, execute and report on UX research and usability testing of the experience, doing the combined job of designer and project manager. Align with internal research and design teams daily, planning, creating schedules, writing documentation and reports, monitoring and reporting progress.

Plan, execute and report on UX research and usability testing of the experience, doing the combined job of designer and project manager. Align with internal research and design teams daily, planning, creating schedules, writing documentation and reports, monitoring and reporting progress.

Plan, execute and report on UX research and usability testing of the experience, doing the combined job of designer and project manager. Align with internal research and design teams daily, planning, creating schedules, writing documentation and reports, monitoring and reporting progress.

Plan, execute and report on UX research and usability testing of the experience, doing the combined job of designer and project manager. Align with internal research and design teams daily, planning, creating schedules, writing documentation and reports, monitoring and reporting progress.

ACHIEVEMENTS
ACHIEVEMENTS
ACHIEVEMENTS
ACHIEVEMENTS
ACHIEVEMENTS

As a team, we surveyed 800 and interviewed 80 users, where I personally conducted 30+ of the total interviews. I scripted, executed and analysed 76 usability tests, driving feedback into actionable insights for the design team and helping the business define an MVP based on user feedback.

As a team, we surveyed 800 and interviewed 80 users, where I personally conducted 30+ of the total interviews. I scripted, executed and analysed 76 usability tests, driving feedback into actionable insights for the design team and helping the business define an MVP based on user feedback.

As a team, we surveyed 800 and interviewed 80 users, where I personally conducted 30+ of the total interviews. I scripted, executed and analysed 76 usability tests, driving feedback into actionable insights for the design team and helping the business define an MVP based on user feedback.

As a team, we surveyed 800 and interviewed 80 users, where I personally conducted 30+ of the total interviews. I scripted, executed and analysed 76 usability tests, driving feedback into actionable insights for the design team and helping the business define an MVP based on user feedback.

As a team, we surveyed 800 and interviewed 80 users, where I personally conducted 30+ of the total interviews. I scripted, executed and analysed 76 usability tests, driving feedback into actionable insights for the design team and helping the business define an MVP based on user feedback.

LEARNINGS
LEARNINGS
LEARNINGS
LEARNINGS
LEARNINGS

Recruiting so many users for this project in a short period was a challenge, and the amount of information that needed analysing was overwhelming. We learned as a team to delegate tasks and stick together to meet the deadline.

Recruiting so many users for this project in a short period was a challenge, and the amount of information that needed analysing was overwhelming. We learned as a team to delegate tasks and stick together to meet the deadline.

Recruiting so many users for this project in a short period was a challenge, and the amount of information that needed analysing was overwhelming. We learned as a team to delegate tasks and stick together to meet the deadline.

Recruiting so many users for this project in a short period was a challenge, and the amount of information that needed analysing was overwhelming. We learned as a team to delegate tasks and stick together to meet the deadline.

Recruiting so many users for this project in a short period was a challenge, and the amount of information that needed analysing was overwhelming. We learned as a team to delegate tasks and stick together to meet the deadline.

APPLIED SKILLS
APPLIED SKILLS
APPLIED SKILLS
APPLIED SKILLS
APPLIED SKILLS

UX RESEARCH, USER INTERVIEWS, UX WRITING, USABILITY TESTING, PROJECT MANAGEMENT, QUANTITATIVE RESEARCH, QUALITATIVE RESEARCH, TEST SCRIPTING.

UX RESEARCH, USER INTERVIEWS, UX WRITING, USABILITY TESTING, PROJECT MANAGEMENT, QUANTITATIVE RESEARCH, QUALITATIVE RESEARCH, TEST SCRIPTING.

UX RESEARCH, USER INTERVIEWS, UX WRITING, USABILITY TESTING, PROJECT MANAGEMENT, QUANTITATIVE RESEARCH, QUALITATIVE RESEARCH, TEST SCRIPTING.

UX RESEARCH, USER INTERVIEWS, UX WRITING, USABILITY TESTING, PROJECT MANAGEMENT, QUANTITATIVE RESEARCH, QUALITATIVE RESEARCH, TEST SCRIPTING.

UX RESEARCH, USER INTERVIEWS, UX WRITING, USABILITY TESTING, PROJECT MANAGEMENT, QUANTITATIVE RESEARCH, QUALITATIVE RESEARCH, TEST SCRIPTING.

THE PROBLEM
THE PROBLEM
THE PROBLEM
THE PROBLEM
THE PROBLEM
Line 37

How the open banking vision will transform the digital membership experience for consumers and SME's?

How the open banking vision will transform the digital membership experience for consumers and SME's?

How the open banking vision will transform the digital membership experience for consumers and SME's?

How the open banking vision will transform the digital membership experience for consumers and SME's?

How the open banking vision will transform the digital membership experience for consumers and SME's?

amex2
amex3
amex4
DISCOVERY
DISCOVERY
DISCOVERY
DISCOVERY
DISCOVERY
Line 37

The project kicked-off with a design thinking workshop, generating what we called "the long list" of 25 experiences to be validated by users, englobing: Spend Insights, Rewards Optimization, Offers & Savings and Personalised Financial Services.

The project kicked-off with a design thinking workshop, generating what we called "the long list" of 25 experiences to be validated by users, englobing: Spend Insights, Rewards Optimization, Offers & Savings and Personalised Financial Services.

The project kicked-off with a design thinking workshop, generating what we called "the long list" of 25 experiences to be validated by users, englobing: Spend Insights, Rewards Optimization, Offers & Savings and Personalised Financial Services.

The project kicked-off with a design thinking workshop, generating what we called "the long list" of 25 experiences to be validated by users, englobing: Spend Insights, Rewards Optimization, Offers & Savings and Personalised Financial Services.

The project kicked-off with a design thinking workshop, generating what we called "the long list" of 25 experiences to be validated by users, englobing: Spend Insights, Rewards Optimization, Offers & Savings and Personalised Financial Services.

SOLUTION FRAMEWORK
SOLUTION FRAMEWORK
SOLUTION FRAMEWORK
SOLUTION FRAMEWORK
SOLUTION FRAMEWORK

Be essential in customers digital life by helping them:

  • Feel in control of their finances
  • Achieving their short and long-term goals
  • Be rewarded for everyday financial decision

Supported by fundamentals of Open Banking:

  • Data sharing to deliver contextual financial insight
  • Embedded partner products and services to support key financial actions

Be essential in customers digital life by helping them:

  • Feel in control of their finances
  • Achieving their short and long-term goals
  • Be rewarded for everyday financial decision

Supported by fundamentals of Open Banking:

  • Data sharing to deliver contextual financial insight
  • Embedded partner products and services to support key financial actions

Be essential in customers digital life by helping them:

  • Feel in control of their finances
  • Achieving their short and long-term goals
  • Be rewarded for everyday financial decision

Supported by fundamentals of Open Banking:

  • Data sharing to deliver contextual financial insight
  • Embedded partner products and services to support key financial actions

Be essential in customers digital life by helping them:

  • Feel in control of their finances
  • Achieving their short and long-term goals
  • Be rewarded for everyday financial decision

Supported by fundamentals of Open Banking:

  • Data sharing to deliver contextual financial insight
  • Embedded partner products and services to support key financial actions

Be essential in customers digital life by helping them:

  • Feel in control of their finances
  • Achieving their short and long-term goals
  • Be rewarded for everyday financial decision

Supported by fundamentals of Open Banking:

  • Data sharing to deliver contextual financial insight
  • Embedded partner products and services to support key financial actions
amex5
amex6

Personas profiles: Consumer and SMB.

Personas profiles: Consumer and SMB.

Personas profiles: Consumer and SMB.

Personas profiles: Consumer and SMB.

Personas profiles: Consumer and SMB.

RESEARCH
RESEARCH
RESEARCH
RESEARCH
RESEARCH
Line 37

At this stage, the assumptive value proposition and Must and Should Have experiences identified in the Design Thinking workshop were benchmarked against 30 competing propositions. This exercise continued throughout each stage of the Validation programme, with learnings and UX considerations guiding us for the next stage, Surveys and Interviews.

At this stage, the assumptive value proposition and Must and Should Have experiences identified in the Design Thinking workshop were benchmarked against 30 competing propositions. This exercise continued throughout each stage of the Validation programme, with learnings and UX considerations guiding us for the next stage, Surveys and Interviews.

At this stage, the assumptive value proposition and Must and Should Have experiences identified in the Design Thinking workshop were benchmarked against 30 competing propositions. This exercise continued throughout each stage of the Validation programme, with learnings and UX considerations guiding us for the next stage, Surveys and Interviews.

At this stage, the assumptive value proposition and Must and Should Have experiences identified in the Design Thinking workshop were benchmarked against 30 competing propositions. This exercise continued throughout each stage of the Validation programme, with learnings and UX considerations guiding us for the next stage, Surveys and Interviews.

At this stage, the assumptive value proposition and Must and Should Have experiences identified in the Design Thinking workshop were benchmarked against 30 competing propositions. This exercise continued throughout each stage of the Validation programme, with learnings and UX considerations guiding us for the next stage, Surveys and Interviews.

SURVEYS
SURVEYS
SURVEYS
SURVEYS
SURVEYS

We surveyed 800 people from Consumer and SMB profiles based in the UK, Sweden, Hong Kong and Australia locations, validating the wants, needs and pain points assumptions. The survey comprised a mix of quantitative and qualitative questions aiming to explore consumers behaviour around PFM, appetite for specific experiences, and openness to data-sharing.

We surveyed 800 people from Consumer and SMB profiles based in the UK, Sweden, Hong Kong and Australia locations, validating the wants, needs and pain points assumptions. The survey comprised a mix of quantitative and qualitative questions aiming to explore consumers behaviour around PFM, appetite for specific experiences, and openness to data-sharing.

We surveyed 800 people from Consumer and SMB profiles based in the UK, Sweden, Hong Kong and Australia locations, validating the wants, needs and pain points assumptions. The survey comprised a mix of quantitative and qualitative questions aiming to explore consumers behaviour around PFM, appetite for specific experiences, and openness to data-sharing.

We surveyed 800 people from Consumer and SMB profiles based in the UK, Sweden, Hong Kong and Australia locations, validating the wants, needs and pain points assumptions. The survey comprised a mix of quantitative and qualitative questions aiming to explore consumers behaviour around PFM, appetite for specific experiences, and openness to data-sharing.

We surveyed 800 people from Consumer and SMB profiles based in the UK, Sweden, Hong Kong and Australia locations, validating the wants, needs and pain points assumptions. The survey comprised a mix of quantitative and qualitative questions aiming to explore consumers behaviour around PFM, appetite for specific experiences, and openness to data-sharing.

INTERVIEWS
INTERVIEWS
INTERVIEWS
INTERVIEWS
INTERVIEWS

Following the survey, 80 interviews were conducted with a sample of participants from all researched regions. The interviews aimed to explore consumers motivations, viewpoints and pain points in regard to PFM, and the context in which they use financial management tools and digital financial apps. Additionally, participants willing to share their financial data in exchange for an ecosystem was examined.

Following the survey, 80 interviews were conducted with a sample of participants from all researched regions. The interviews aimed to explore consumers motivations, viewpoints and pain points in regard to PFM, and the context in which they use financial management tools and digital financial apps. Additionally, participants willing to share their financial data in exchange for an ecosystem was examined.

Following the survey, 80 interviews were conducted with a sample of participants from all researched regions. The interviews aimed to explore consumers motivations, viewpoints and pain points in regard to PFM, and the context in which they use financial management tools and digital financial apps. Additionally, participants willing to share their financial data in exchange for an ecosystem was examined.

Following the survey, 80 interviews were conducted with a sample of participants from all researched regions. The interviews aimed to explore consumers motivations, viewpoints and pain points in regard to PFM, and the context in which they use financial management tools and digital financial apps. Additionally, participants willing to share their financial data in exchange for an ecosystem was examined.

Following the survey, 80 interviews were conducted with a sample of participants from all researched regions. The interviews aimed to explore consumers motivations, viewpoints and pain points in regard to PFM, and the context in which they use financial management tools and digital financial apps. Additionally, participants willing to share their financial data in exchange for an ecosystem was examined.

user

"Today when I want to do better with my finances, I have to consult multiple platforms and perform calculations to know where I stand. This is very time consuming, I never feel I have the complete financial picture and that I’m constantly missing value."

"Today when I want to do better with my finances, I have to consult multiple platforms and perform calculations to know where I stand. This is very time consuming, I never feel I have the complete financial picture and that I’m constantly missing value."

"Today when I want to do better with my finances, I have to consult multiple platforms and perform calculations to know where I stand. This is very time consuming, I never feel I have the complete financial picture and that I’m constantly missing value."

"Today when I want to do better with my finances, I have to consult multiple platforms and perform calculations to know where I stand. This is very time consuming, I never feel I have the complete financial picture and that I’m constantly missing value."

"Today when I want to do better with my finances, I have to consult multiple platforms and perform calculations to know where I stand. This is very time consuming, I never feel I have the complete financial picture and that I’m constantly missing value."

Consumer quote.

Consumer quote.

Consumer quote.

Consumer quote.

Consumer quote.

DEFINITION
DEFINITION
DEFINITION
DEFINITION
DEFINITION
Line 37

Learnings from primary research resulted in a refined list of experiences to be designed and tested, focusing on three hero principles:

  • Accounts aggregation and improved data presentation.

  • Financial insights and recommendations.

  • Actions across a curated number of features empowering users to take control over their finance in a flexible way.  

Learnings from primary research resulted in a refined list of experiences to be designed and tested, focusing on three hero principles:

  • Accounts aggregation and improved data presentation.

  • Financial insights and recommendations.

  • Actions across a curated number of features empowering users to take control over their finance in a flexible way.  

Learnings from primary research resulted in a refined list of experiences to be designed and tested, focusing on three hero principles:

  • Accounts aggregation and improved data presentation.

  • Financial insights and recommendations.

  • Actions across a curated number of features empowering users to take control over their finance in a flexible way.  

Learnings from primary research resulted in a refined list of experiences to be designed and tested, focusing on three hero principles:

  • Accounts aggregation and improved data presentation.

  • Financial insights and recommendations.

  • Actions across a curated number of features empowering users to take control over their finance in a flexible way.  

Learnings from primary research resulted in a refined list of experiences to be designed and tested, focusing on three hero principles:

  • Accounts aggregation and improved data presentation.

  • Financial insights and recommendations.

  • Actions across a curated number of features empowering users to take control over their finance in a flexible way.  

"Aggregate all my transactional data and present it to me in a meaningful and insightful way so that I can take direct action to improve my finances and rewards."

"Aggregate all my transactional data and present it to me in a meaningful and insightful way so that I can take direct action to improve my finances and rewards."

"Aggregate all my transactional data and present it to me in a meaningful and insightful way so that I can take direct action to improve my finances and rewards."

"Aggregate all my transactional data and present it to me in a meaningful and insightful way so that I can take direct action to improve my finances and rewards."

"Aggregate all my transactional data and present it to me in a meaningful and insightful way so that I can take direct action to improve my finances and rewards."

Consent and Account Aggregation

Money Management

Money Management

Money Mgmt

Rewards

Rewards

Rewards

Travel

Travel

Travel

Insights

Insights

Insights

Actions

Actions

Actions

Insights

Insights

Insights

Actions

Actions

Actions

Insights

Insights

Actions

Actions

TESTING
TESTING
TESTING
TESTING
TESTING
Line 37

I was not directly responsible for prototype design in this project but I collaborated as a researcher, feeding insights into stories that would be in the design pipeline each week - also supporting in UX revisions and UX writing.

We ran 76 test divided into 4 different rounds between lo-fi and hi-fi, using an Invision clickable prototype for both moderated and unmoderated remote testing sessions. While validating the UX, our aim was to:

  • Assess elements of usability.
  • Assess comprehension and desirability of the different value propositions.
  • Validate the ‘must-have’ experiences for MVP V1.

I was not directly responsible for prototype design in this project but I collaborated as a researcher, feeding insights into stories that would be in the design pipeline each week - also supporting in UX revisions and UX writing.

We ran 76 test divided into 4 different rounds between lo-fi and hi-fi, using an Invision clickable prototype for both moderated and unmoderated remote testing sessions. While validating the UX, our aim was to:

  • Assess elements of usability.
  • Assess comprehension and desirability of the different value propositions.
  • Validate the ‘must-have’ experiences for MVP V1.

I was not directly responsible for prototype design in this project but I collaborated as a researcher, feeding insights into stories that would be in the design pipeline each week - also supporting in UX revisions and UX writing.

We ran 76 test divided into 4 different rounds between lo-fi and hi-fi, using an Invision clickable prototype for both moderated and unmoderated remote testing sessions. While validating the UX, our aim was to:

  • Assess elements of usability.
  • Assess comprehension and desirability of the different value propositions.
  • Validate the ‘must-have’ experiences for MVP V1.

I was not directly responsible for prototype design in this project but I collaborated as a researcher, feeding insights into stories that would be in the design pipeline each week - also supporting in UX revisions and UX writing.

We ran 76 test divided into 4 different rounds between lo-fi and hi-fi, using an Invision clickable prototype for both moderated and unmoderated remote testing sessions. While validating the UX, our aim was to:

  • Assess elements of usability.
  • Assess comprehension and desirability of the different value propositions.
  • Validate the ‘must-have’ experiences for MVP V1.

I was not directly responsible for prototype design in this project but I collaborated as a researcher, feeding insights into stories that would be in the design pipeline each week - also supporting in UX revisions and UX writing.

We ran 76 test divided into 4 different rounds between lo-fi and hi-fi, using an Invision clickable prototype for both moderated and unmoderated remote testing sessions. While validating the UX, our aim was to:

  • Assess elements of usability.
  • Assess comprehension and desirability of the different value propositions.
  • Validate the ‘must-have’ experiences for MVP V1.
OUTCOME
OUTCOME
OUTCOME
OUTCOME
Line 37

Research and validation outcome allowed us to help the business prioritize features recommending key experiences for an MVP based on user feedback.

Research and validation outcome allowed us to help the business prioritize features recommending key experiences for an MVP based on user feedback.

Research and validation outcome allowed us to help the business prioritize features recommending key experiences for an MVP based on user feedback.

Research and validation outcome allowed us to help the business prioritize features recommending key experiences for an MVP based on user feedback.

link
consent
travel
instalments
THE TEAM
THE TEAM
THE TEAM
THE TEAM
THE TEAM
Line 37

This work was conducted in 2019 by Solvers.

This work was conducted in 2019 by Solvers.

This work was conducted in 2019 by Solvers.

This work was conducted in 2019 by Solvers.

This work was conducted in 2019 by Solvers.

UX Agency: Solvers

UX Agency: Solvers

UX Agency: Solvers

UX Agency: Solvers

UX Agency: Solvers

Kirk Donohoe - Strategy
Guy Matorin - UX Director
Stefan Hiiernum - Lead UI/UX

Kirk Donohoe - Strategy
Guy Matorin - UX Director
Stefan Hiiernum - Lead UI/UX

Kirk Donohoe - Strategy
Guy Matorin - UX Director
Stefan Hiiernum - Lead UI/UX

Kirk Donohoe - Strategy
Guy Matorin - UX Director
Stefan Hiiernum - Lead UI/UX

Kirk Donohoe - Strategy
Guy Matorin - UX Director
Stefan Hiiernum - Lead UI/UX

Ana Sampaio - UX Researcher / PM
Henrique Salvador - UX Researcher
Shing Leung - UX Researcher

Ana Sampaio - UX Researcher / PM
Henrique Salvador - UX Researcher
Shing Leung - UX Researcher

Ana Sampaio - UX Researcher / PM
Henrique Salvador - UX Researcher
Shing Leung - UX Researcher

Ana Sampaio - UX Researcher / PM
Henrique Salvador - UX Researcher
Shing Leung - UX Researcher

Ana Sampaio - UX Researcher / PM
Henrique Salvador - UX Researcher
Shing Leung - UX Researcher

simbolo

Thank you for reading.

Thank you for reading.

Thank you for reading.

Thank you for reading.

Thank you for reading.

Please get in touch. Seriously! I love meeting new people.

Connect with me on Linkedin, TwitterBehance, or email me on anapaulasampaiodeoliveira@gmail.com ?

Connect with me on Linkedin, TwitterBehance, or email me on anapaulasampaiodeoliveira@gmail.com ?

Connect with me on Linkedin, Twitter, Behance, or email me on anapaulasampaiodeoliveira@gmail.com ?

Connect with me on Linkedin, Twitter, Behance, or email me on anapaulasampaiodeoliveira@gmail.com ?

Connect with me on Linkedin, TwitterBehance, or email me on anapaulasampaiodeoliveira@gmail.com ?

Website design and content © 2020 Ana Sampaio.
All information is my own and does not necessarily reflect the views of the companies I've collaborated with.

Website design and content © 2020 Ana Sampaio.
All information is my own and does not necessarily reflect the views of the companies I've collaborated with.

Website design and content © 2020 Ana Sampaio.
All information is my own and does not necessarily reflect the views of the companies I've collaborated with.