For banking app users, our transfer feature is not a preferred choice for local and international money transfers — it presented several issues for users to use. I led research on how to improve our transfers feature and offer exclusive promotions & discounts to enhance our users' experience.
What makes our transfers app stand out, and why should users choose it over other money transfer apps? Can we introduce something distinctive that will draw users to utilise our unique transfer feature?
Issues and problems can be based on intuitions and understanding of best practices, but others came directly from the research. I conducted benchmarking of multiple apps that support promo codes and discounts.
Looked into the following industries:
I surveyed 30 people via Google Forms to understand what are the deciding factors for users when sending money.
Goal-setting and key performance indicators (KPIs) for a money transfer service often focus on improving user experience, increasing transaction volume, and ensuring the security and efficiency of the transfer process.
Ensure that the wireframes clearly convey the transfer's feature functionality and flow. Aim for clear and user-friendly design. Avoid unnecessary complexity in this early stage.
I created a user-friendly and visually appealing interface for users to easily navigate features like transactions, transfers, payments, and other financial services. The design prioritises clarity, simplicity, and security to enhance the overall user experience.
Swift Bank's dashboard look and feel is very clean with distinctive placeholders for each section. It showcases each account separately with a total account balance on top. It also showcases cards and finance sections on the dashboard upfront for users to access easily or check statuses.
International transfer is the entry point from where users can send money internationally to any country with better discounts and promotions.
I introduced promo codes so that users can get discounts and exclusive promotions. Each user has customised promo codes that they can access from the link. After applying the promo code, users get discounts of up to 50% on their transfer fees.