Current is a neobanking mobile app changing the future of money.
Current believes everyone should have access to affordable banking, so we're focused on creating better financial outcomes for people and their unique lives. We use our own custom core banking infrastructure to offer features like faster pay days, no late fees, and no overdraft fees. This B2B company has an Android and iOS app for modern banking, as well as an internal management platform for our teams both in-house and outsourced.
As second designer, I was responsible for design across the app with ownership areas of Funding and Onboarding. However, my primary focus was to drive the design of key initiatives for the Growth team. I collaborated with growth PMs and engineers on a number of projects, experiments, and features that effectively improved critical metrics for the business, including onboarding completion, down-funnel conversion, engagement, and retention. These projects included everything from, the launch of a new referrals program and rewards system that meaningfully reduced acquisition costs, to a series of AB tests that improved user conversion to direct deposit. I also design assisted a larger company initiative to expand our reach to users in adjacent markets, thereby expanding our reach as a product.
As second designer, I was responsible for design across the app with ownership areas of Funding and Onboarding. However, my primary focus was to drive the design of key initiatives for the Growth team. I collaborated with growth PMs and engineers on a number of projects, experiments, and features that effectively improved critical metrics for the business, including onboarding completion, down-funnel conversion, engagement, and retention. These projects included everything from, the launch of a new referrals program and rewards system that meaningfully reduced acquisition costs, to a series of AB tests that improved user conversion to direct deposit. I also design assisted a larger company initiative to expand our reach to users in adjacent markets, thereby expanding our reach as a product.
Mobile Check Deposit
Project
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Role
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Both customers and the business were facing numerous problems leading to the redesign of our check deposit flow. Frustrated customers were experiencing errors submitting checks, needing more information, and receiving eligibility feedback after the fact. This was causing the business an increase in check error rates, fraudulent activity, cs inbound, and ultimately churn.
With lean mvp requirements, we collected data around problem areas and conducted user tests of proposed updates. Over 5 phases, we tackled eligibility handling, hallway testing, upload redesign, reiterations, new communications, and few v2 improvements.
With lean mvp requirements, we collected data around problem areas and conducted user tests of proposed updates. Over 5 phases, we tackled eligibility handling, hallway testing, upload redesign, reiterations, new communications, and few v2 improvements.
Check deposit happy path.
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Redesigned check upload step.
Contextual error messaging.
Mock checks for testing.
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Internal check process.
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Eligibility entry point.
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Rewards System
Project
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Role
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Customers are losing trust and churning due to negative experiences around our very manual existing referrals program; not getting paid out, paid the wrong amount, waiting too long for payments. The business is also losing money on the time and resources spent to support this system.
We redesigned the referrals system to an infrastructure of rewarding actions which will improve engagement, retention, and cut business costs and inefficiencies.
We redesigned the referrals system to an infrastructure of rewarding actions which will improve engagement, retention, and cut business costs and inefficiencies.
Rewards UI implemented.
Wholistic user journey diagram outlining templated screens for promotions.
Onboarding Master
As design owner of onboarding, I created and maintained a master guide, referenced company-wide. This file included four user journeys, ftue's, decision paths, actions/events, alerts/modules, funding flows, notes, explanations, and prototypes.
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^ Sweet, and definitely a joke!
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Transaction History
Tons of transactional ticks flooded the user's Transaction History Table, on the internal tools web product. There was no readable organization causing confusion when an agent needed to investigate claims on specific transactions. I redesigned this view to include a new visual library, reorganizing the architecture, adding filters and search, new categories, readable info, and grouping drawers of additional data. We also integrated hovering cards of information that can connect the agent as shortcuts to different areas of the user's profile, to uncover bigger pictures, faster, while investigating issues.
Original internal tools dashboard of user's history design.
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Redesigned internal tools dashboard of user's history.
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