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CASE STUDY

FINTECH DESIGN LEADER

RESULTS

  • Improved pay form time to value by 65% and avg success rate by 26%, onboarding & shopping cart abandonment.
  • Bringing research & design earlier into the product process yielded major gains.
  • Rapid UX allowed us to successfully move into 7 global markets with financial products.

CHALLENGE & ROLE

When Nordic Capital formed a payments conglomerate, I led design in North America & global strategy. My challenge was to create a fintech design culture for diverse products.

ANALYSIS

Analyzed research & stakeholder input to identify the key personas & tasks for onboarding, payment forms, mobile commerce & many other fintech applications.

ACTIONS

  • Mentored team members on best UX practices & rapid prototyping
  • managed research, analysis, card sorts, creation of UI patterns & design system
  • designed optimized pay forms
  • optimized global onboarding

Bill Stewart

SENIOR UX STRATEGIST / DESIGNER

DESIGN DETAILS

  • design team manager
  • fintech
  • responsive web
  • mobile
  • e-commerce
  • ux strategy

RESULTS

HIGHER QUALITY PROCESS YIELDS HIGHER QUALITY PRODUCTS

  • Payment forms were significantly improved. 80+% of e-commerce clients greatly preferred the new system for quicker & easier creation, branding & deployment of payment forms. It reduced the steps from 11 to 4 & eliminated dangerous security holes.
  • Shopping cart abandonment before payment was reduced. Early tests indicated a reduction of 22%.
  • The Global Onboarding framework was successfully rolled out for products in North America & Asia Pacific & was easily extensible to all regions.
  • The onboarding system was successfully extended to allow large partners to onboard sub-merchants.

THE CHALLENGE
& ROLE

LEAD FINTECH DESIGN TEAM FOR E-COMMERCE

A newly formed payments conglomerate (Bambora) needed to bring design culture to each global region to improve product quality. My challenge was to create & apply a design culture & standards in North America. This included redesigning e-commerce portals, B2C pay forms & B2B tracking systems.

UX DESIGN MANAGER/ CONTRIBUTOR

I was responsible for managing all UX design for North America for a new global conglomerate. I led the redesign of many e-commerce products & made contributions used globally.

ANALYSIS

REDESIGNING FUNCTIONAL SYSTEMS AS DESIGN-FIRST

The starting point in bringing better design to the North America division was to redesign the antiquated customer back office portal.

  • Analyzed research & stakeholder input to identify the key personas & tasks from among the backoffice’s 77 overstuffed options screens.
  • Collaborated with business analysts to do feature analysis & conducted card sorts to establish a logical information architecture.
  • Identified customer acquisition, retention & payment forms as the key design problems. Compiled competitive analysis of market leaders: Stripe, Square, Braintree & Worldpay.
  • Collected research from various regions to build a global analysis of customer segments, personas & business drivers that was widely referenced throughout the company.

ACTIONS

MENTORING & DELEGATING DESIGN / RESEARCH TASKS

  • Unified the work of product owners, analysts, devs, visual designers, QA & support as parts of the North American design team.
  • Mentored team members on rapid prototyping & design methodology.
  • Led responsive designs on the back office, marketing, help portal & other projects.
  • Managed local design standards & style guides. Introduced contextual help as a better way to help customers with the most complex features.
  • Designed optimized payment forms. Created simplified workflows for clients & developers to create, rebrand, customize & deploy streamlined payment forms.

Global Contributions
Contributed to evolving global design initiatives while leading the local design team & developing standards.

  • Contributed to the design of a new, much simpler global back office for initial rollout in Sweden & eventual rollout in all global regions.
  • Led global design team collaboration for Client Onboarding.
  • Designed an optimized expert system workflow for Global Onboarding. Customized the workflow for different products, customers & regional limitations.