Revolutionizing Financial Services
A Seamless Omnichannel Experience
THE PROBLEM
Traditional financial services often lack integration across channels, leading to fragmented user experiences, inefficient processes, and a lack of agility in responding to customer needs. Our challenge was to bridge these gaps and create a seamless, unified platform that caters to diverse user requirements.
Team: UX/UI Designers, Researchers, Writers, Devels, Product Managers | Timeframe: Jul 2023 - Present
RV DIGITAL
the product
My project aims to provide an omnichannel financial service encompassing an App, partners portal, smartPOS, and API Hub, all unified by a cohesive design system. This initiative seeks to streamline financial transactions, enhance user experience, and foster collaboration between stakeholders.
the results
Through meticulous planning, collaboration, and innovative design, my project achieved a groundbreaking outcome, revolutionizing the financial services landscape with a cohesive omnichannel experience.
Big numbers
+300MI
+130.000
+4.000
transactions per year
partners points of sale
cities spread across Brazil
20%growthper year from the beginning of the project
88,1% approval of project improvements
64.3% would do business again.
insights
1
Seamless Integration
I focused on creating a seamless integration of the App, partners portal, smartPOS, and API Hub, ensuring that users can transition between channels effortlessly without compromising on functionality or user experience.
2
User-Centric Design
The design activities prioritized user needs and behaviors, incorporating intuitive navigation, clear information architecture, and interactive elements that enhance usability and engagement.
3
Scalability and Flexibility
I designed the platform with scalability and flexibility in mind, allowing for future enhancements, updates, and integrations with third-party services while maintaining a consistent design language and user experience.
DELIVERY
throughout the process
01
App Interface Design and Development:
-
Leading the design process for the mobile application interface.
-
Conducting user research and usability testing to gather insights for designing intuitive user flows and interfaces.
-
Collaborating with developers to ensure technical feasibility and smooth implementation of design elements.
-
Iterating and refining designs based on feedback from stakeholders and user testing.
03
SmartPOS Interface Design and Integration:
-
Leading the design process for the SmartPOS (Point of Sale) interface, focusing on usability and efficiency for retail transactions.
-
Conducting research on POS industry standards and best practices to inform design decisions.
-
Collaborating with hardware and software engineers for seamless integration of the interface with POS devices.
-
Conducting usability testing in real-world retail environments to optimize the SmartPOS interface.
02
Partners Portal Interface Design and Development:
-
Leading the design efforts for the partners portal interface, catering to the needs of external stakeholders.
-
Conducting stakeholder interviews and gathering requirements to create user-friendly and functional portal designs.
-
Ensuring consistency with the overall design system while customizing elements for partners' specific needs.
-
Working closely with development teams to translate designs into a fully functional partners portal.
04
API Hub Design and Documentation:
-
Leading the design of the API Hub interface, which serves as a central hub for integrating various APIs within the platform.
-
Collaborating with backend developers to understand API functionalities and requirements for the interface.
-
Creating comprehensive documentation for developers to understand API usage, endpoints, and data structures.
-
Ensuring that the API Hub interface is intuitive, developer-friendly, and aligned with the overall design system.
05
Comprehensive Design System for Consistent Branding and User Experience:
-
Developing and maintaining a comprehensive design system that includes style guides, UI components, and design principles.
-
Ensuring consistency in branding elements such as colors, typography, icons, and imagery across all channels.
-
Collaborating with cross-functional teams to implement the design system effectively and ensure a cohesive user experience.
-
Conducting regular audits and updates to the design system to adapt to evolving user needs and industry trends.
outcome
The implementation of our omnichannel financial service has resulted in increased customer satisfaction, streamlined processes for partners, improved transaction efficiency, and a significant boost in overall user engagement. This project showcases the power of user-centric design, seamless integration, and collaborative innovation in transforming traditional financial services into a modern, agile, and customer-centric ecosystem.
RECENT PROJECTS
SEE MORE
Company: Havainas
AI Revolutionizes Customer Connections
The problem
Havaianas encountered difficulties integrating their sales channels, resulting in inventory inaccuracies, duplicate orders, delayed updates, and unhappy customers.
The result
We successfully transformed conversations into conversions, enhancing consumer convenience and simplicity through the implementation of the bot and refining the omnichannel experience.
The product
An AI-powered bot to enhance customer interactions and improve user experience across sales channels.
Company: Laço
A Journey of Empathy and Innovation
The problem
Laço aimed to bridge gaps, fostering community and addressing urban challenges in Brazil.
The result
Laço's research and ideation yielded a solution that fosters connections, promotes urban services association, and cultivates citizenship.
The product
Laço uses gamified experiences to improve interactions, addressing city issues and fostering a sense of belonging.
Company: Claro, Tim and Oi
Delivering Seamless Telecommunication Services
The problem
Brazil's telecom sector struggled with fragmented experiences, inconsistent platforms, and user navigation issues.
The result
Our project's meticulous planning, collaboration, and innovative design resulted in a revolutionary omnichannel financial services experience.
The product
Our goal: A seamless telecom service with a responsive site and integrated chatbot, offering voice calls, messaging, video calls, and data plans for diverse users in Brazil.