Econocheck

Name

Econocheck – Club Checking App

My role in the project

UX Designer

Tools used

Sketch, Illustrator, Photoshop

About the Project

Econocheck is a leader in the financial services enhancement market. They are known for the outstanding

client service and customer service. Improving the experience on their full powered mobile application will

bring their clients and their customers a better satisfaction by receiving their benefits right on their hand.

Main Objectives

Delivering a more personalized app experience based on their Customer Persona, in order to better surface

and feature those core services, may provide additional benefit and usage.

The Problem

The categories where Econocheck is strong in feature/services coverage:

Discounts & Rewards

Concierge Services

Insurance & Protection

Health & Wellness

The categories where Econocheck is weak in feature/services coverage:

Privacy & Security

Credit Monitoring

Device Security

One competitor is the only competitor delivering a personalized UX/UI for users based on implicit and explicit

app usage data.

The Solution

Invest in Privacy & Security features which rank high in desire from our Customer Research results.

Develop a more personalized application experience for users, which is currently delivered by only one

competitor

Build a more robust alerts and notifications experience as this is a clear gap between Econocheck and

competitors.

Create a new-user onboarding experience which seeds the personalization from the initial use of the

application.

Personal Take Aways

This project started as “we need just a redesign” after the consideration of the variables of the project client

went all for it and the initial thought became into an enhancement of the all over user experience giving client

and users a better perspective, fresh look and growth capabilities beyond expectations.

Sometimes clients begin with the idea of changing a few colors and improving the user interface, yet with the

help of improving user experience and the strength provided by user research is easier for them to realize the

importance not only for the project but also for the actual future of the company.

THE PROCESSUSER PERSONAS

Final users of bank appliacations is a major challenge, now. Think about an

application that should work for different bank companies, not only individuals

members of a bank present several distinctions amongst each other, but they all

feel their bank is the best option for some reason. Imagine now, making that for

several other financial institutions could potentially and easily become a

nightmare.

Therefore, along the client, and many surveys interviews, research and strategy

came to the design team with a number of tiers that we focused on.

Their needs, goals, tech knowledge, motivations, frustrations, influences, and

lifestyle priorities became kind of our religion. Put yourself in the shoes of others

was the mantra at every meeting or project thought.

PERSONAS STORIES

Becoming these people had whose had their very specific needs, lead us into their

stories and all the what if’s became As “a user” I want to, need to, and so on.

Technical Requirements were part of these insights and to match business needs

was also part of it at all times.

USER FLOWS

They say all paths go to Rome, in user experience we know it is not that much of a

truth, some of them may take you somewhere you did not expect or wanted to,

but walking these paths with the shoes of the user, made us think how to make

those places that aren’t Rome a nice place to visit and take back the right route.

WIREFRAMING & UI GUIDELINES

Building up the skeleton and establishing the UI elements was the next step. Club

Checking app is a powerful tool not only because it has too many options and

features, but also because its chameleon ability it should be able to transform

itself into a whole different application, and choosing a color scheme was not an

easy task. While the layout had to be readable, hierarchically clear and absolute

functional the interface had other standards to meet. Building an understandable

Design System made it into the conversation, and the purpose of it was talked.

Basic principles of Design Systems were the chosen option to start with and so it

was built.

USER INTERFACE DESIGN & PROTOTYPING

A fresh, colorful, friendly and intuitive application clean interfaces, visible features,

modern interactions, easy to understand, and relatable information for current and

new users, was the final result. Exploration of several designs, trends, exponential

growth were part of the final product.