Case Study
Redesigned Financial Wellness App and Design System Upgrade
Project Overview:
The financial wellness app of a major bank was facing significant usability challenges. Users were struggling to navigate and engage with the app’s features, and the outdated user interface did not align with customer expectations. Additionally, the design tools in use, such as Sketch and InVision, limited collaboration and version control, further hindering the design process. A full redesign was necessary to address these usability issues and update the app to a modern, responsive, and engaging experience.
Key to this redesign was ensuring a smooth transition for both existing and new customers, as they would need to agree to new terms of service and enroll in the updated app. The redesign effort was focused on improving user engagement and retention while transitioning the design files to more collaborative and efficient tools.
Key Achievements:
- Successful Re-enrollment and Growth: Achieved a 4% net increase in app enrollment, with 200,000 customers re-enrolled on launch day and 7,700 new opt-ins.
- Efficient Transition to Modern Design Tools: Led the conversion of the financial wellness credit sector to a new responsive and native design style, transitioning from Sketch and InVision to Figma for improved collaboration and efficiency.
- Accelerated Project Completion: Completed the conversion work 2x faster than anticipated, resulting in a more efficient project timeline.
- Comprehensive Hand-off and Stakeholder Alignment: Conducted thorough quality assurance reviews, presented progress to stakeholders, and provided a comprehensive Figma tutorial for seamless design handoff.
Impact:
The redesign of the financial wellness app significantly enhanced the user experience by addressing long-standing usability issues and modernizing the app’s interface. The transition to Figma not only improved efficiency in collaboration but also supported a faster design process, allowing for a smooth and timely rollout. The project’s success was reflected in the re-enrollment of 200,000 existing customers and the acquisition of 7,700 new users, demonstrating improved engagement and user satisfaction.
By adopting new design tools and methodologies, the app is now better positioned to meet the evolving needs of the bank’s customers while providing a more accessible and streamlined experience.