Designing products and systems for organizations like yours.

Streamlining Money Movement

Overview

I researched and tested how Frost and other financial institutions would be able to simplify the Money Movement (transfers, bill payments, P2P payments) experience on the front-end for their users by accomplishing all those tasks from the same screen.

Problem

The majority of our baseline testing users struggled to identify which of the Money Movement rails they needed to interact with to get their money from A to B.

Research participants explored all three move money tabs and their associated landing pages before identifying the correct option.

Solution

By creating a single, dynamic flow, we could eliminate the points of confusion and frustration and manage which rail actually performs the transaction on the back end.

Results

This experience never made it into production, but participants were thrilled and wished for something like this.

Participants commented, "That was much easier than expected. Everything was right there, simple and easy", or "This is quick, efficient, and I have confidence that [the transaction] will go through," and much more.