Simplifying Money Management with Plum

01. Amount and payment method
Redesigning the payment flow to have both the amount and payment method on the same screen for greater user convenience.

It allowed users to select the appropriate payment method with correct amount limits and switch payment methods without losing the payment amount, making informed decisions more accessible.

02. Confirmation and Success Screens
Updating the confirmation and success screens to provide comprehensive information, including payment details, amount, transaction ID, and settlement time.

Managing user expectations by notifying them about potential transaction settlement delays and sending push notifications once the transaction is settled.
Ensuring consistency in these screens across all payment methods and redirect scenarios

03. Pocket feed clarity
Enhancing the clarity of the pocket feed by displaying correct dates, transaction amounts, and payment methods.

Additionally, adding filtering options to assist users in searching for specific transactions quickly.

These changes aimed to simplify the Instant Deposit user experience, set clear expectations, and ensure transaction history clarity, ultimately facilitating users' financial management and intelligent investment decisions.

01. Evaluate user testing results
After testing all four versions of the MVP with users and collecting their feedback, I evaluated the results.

This analysis involved identifying common themes, issues, and areas for improvement from the user feedback.

02. Make iterations based on user feedback
In response to user testing results, I made iterations to the MVP design, incorporating two of the preferred solutions.

03. Test the latest iteration with users
The latest version was tested with users to ensure that the changes addressed their concerns and enhanced the overall experience.

04. Share the latest iteration with the team
With the final iteration approved, I shared the design changes with the team.

I presented the design modifications, discussed the user feedback, and gained approval to proceed with implementation.

05. Prepare for implementation
Following team approval, I prepared the design for implementation.

This involved creating detailed design specifications, collaborating with the development team to ensure technical feasibility, and coordinating with other teams to facilitate the implementation process.

06. Monitor and optimize
Post-implementation, I monitored and optimized the user experience by analyzing user data, collecting feedback, and making further iterations to the design based on this feedback..

01. Enhanced User Experience
Streamlined the Instant Deposit flow, allowing users to easily select payment methods and amounts on a single screen, leading to a smoother, more intuitive process.

02. Increased User Satisfaction
Post-redesign, user feedback indicated a marked improvement in satisfaction with the deposit process, highlighting ease of use and clarity.

03. Reduced Support Queries
The clearer, more intuitive deposit process resulted in a significant decrease in customer support queries related to deposit issues, freeing up resources for other tasks.

04. Improved Transaction Success Rate
The redesign led to an increase in successful transactions, as users were less likely to abandon the deposit process midway due to confusion or frustration.

05. Data-Driven Iterations
Utilized user feedback and analytics to continually refine the deposit process, ensuring ongoing improvements align with user needs and expectations.

06. Positive User Testing Feedback
User testing on the new deposit flow received overwhelmingly positive responses, particularly regarding the unified screen for payment method selection and amount entry.

07. Increased Engagement
The improved Instant Deposit feature contributed to higher engagement rates, with more users completing deposits and continuing to explore other financial management tools within the app.

Ten participants evaluated these solutions and shared their feedback on the user journey.

Among the participants, seven preferred retaining the "choose an amount" feature, as they valued the ability to select an amount quickly.

However, nine participants favored the final solution, where everything, including the "choose an amount" picker, was on the same screen.

This user feedback played a pivotal role in making design iterations and improvements.

My journey at Plum was marked by a commitment to user-centric design, informed by extensive customer research and rigorous user testing.

The insights gathered informed future design decisions, ensuring that the app remains intuitive and user-friendly for its target audience.

As a result, Plum users can seamlessly manage their finances and make smart investment choices, enhancing their overall financial well-being.