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FINTECH | DIGITAL BANKING
Savings Account Online - faster and more efficient
Introduction
This project was part of a website banking application (one of the products of a SAAS MNC) - built for a well known Financial Institution, to ensure users can bank without the need for physical interaction, while still adhering to the financial rules and regulations in India. As part of the services offered: Opening a savings account was primary amongst them - which is what this flow is about.
Evaluating the ask
The projects displayed in this portfolio are presented with white labeling, exclusively highlighting the design process. The branding and artifacts serve a symbolic purpose.
Business Need
To initiate the start of a digital relationship with the target majority:
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By showcasing the benefits of banking with them
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Obtaining as many data points on the initiated users for profiling them.
User Need
To create a Savings account with:
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maximum benefits
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lesser hassles of verification
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as fast as possible
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minimal effort
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customization
To bridge the gap between the bank and it's users via a seamless, simple to use interface, that is functional yet quick
Design Brief
Context: Design systems were already in place, for this particular webapp, hence visual overhaul or modification was not part of the ask.
Delivery time: 1 week for the first draft
User Personas
2 broad majorities
User flows
Flow 1
Flow 2
Putting together the major touchpoints
1. Landing
2. User Verification
3. User Details
4. KYC Confirmation
5. Fund transfer
Final User Flow 1
Final User Flow 2
FIN.
THANKS
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