Canvas

Canvas app is a mobile prototype encompassed within a beta testing community that went live in just in 2 months. Canvas as designed as a beta framework to test innovation opportunities on behalf of GCB (Global Consumer Bank) and Ventures. It’s an online banking solution that focuses on saving, investment, and advises the user on the common day-to-day financial behavior. Canvas looks easy, appealing, fresh. Most importantly, it puts the users always in control, by making very clear that the app isn’t messing with their money..

 

Target and Challenge

The user base for this project consists of people in the 18-30 age range.. Our challenge: to create an end-to-end process that allows us to build product concepts fast & cheaper, test those concepts with customers in production, gather feedback, iterate, and either kill or scale the idea- all in a way that allows us to export not only the learnings associated with those tests, but the code built.

 

Outcomes and Achievements

The UX study, experience design, UI mockups, basic branding/style guide, and a high-fi prototype were released in the incredibly short time span of just six months. Thanks to the really general user base, we were able to validate the UX flows every sprint cycle (bi-weekly). Built to validate a customer idea, the prototype eventually helped implement Canvas within Citi core app.

We built a brand customers trust:

  • 53% of participants say their attitude towards Citi has improved

  • 73% agree that Citi is doing things differently than other banks

  • 67% agree that Citi puts its customers first

  • 11% increase in favorability for the Citi brand

We increased velocity. Building faster and cheaper than any other scrum team:

  • Super Savers - built in 2 sprints compared to ~+6 months without Canvas

  • Time Away - built in 4 sprints with cost of $250k (compared to $800k+ for other D10x ideas)

 

 Dashboard

Every section of the app is reachable, with a maximum of three taps, from the tab bar located at the bottom of the screen.

Coach feed has a card-style modular design which allows the flexibility of scaling up or scaling back with new requirements.

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Challenges

Hypothesis: Users are more likely to better/change their spending behaviors when they are reminded at the time of purchase of the goals they are tracking towards and the behaviors they are trying to change. Challenges are based on behavioral pattern that are monitored and surfaced as an Insight on a weekly basis. Once the user successfully creates a challenge, they are sent push notifications as a reminder to prevent the user from spending more for that challenge.

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My Profile

My Profile dashboard was designed for the user to have an ability to get a full picture overview of all of my progress across active and inactive challenges so they can monitor how they are trending relative to the intended outcome. Users also have the ability to edit challenges as well as create more challenges based on Insights.

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Time Away

Time Away helps users plan and save for a vacation they always wanted by putting money away in varied categories i.e. flight expenses, food, accommodation, transport etc.

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Responsibility

I worked on this project as a lead designer.

Main areas of responsibility:
- UX analysis (flows and persona)
- Design (app)
- Lo-fi prototyping (basic flow and interactions)
- Final product prototype (app)

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