the challenge

Nedbank's online and mobile banking clients would like to exchange currency on the Nedbank app and online website without going into the branch.

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the solution

A digital payment feature that offers foreign exchange within the Nedbank online banking suite.

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Research

Having joined the project midway through, existing research was done prior to me being tasked having to work on the UX design of the solution.

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Design

I took this opportunity to use the research to understand user needs and inform the design for this solution. My proposed approach to the solution was to first look at designing a user task flow process which highlights the steps taken for a user to go through the proposed solution. The process for sending or receving money via Forex is quite tedious as it relies a lot on API integrations to verfiy inputed data. So, the user task flow helped to visualise this to stakeholders, giving a "bird's eye view" of how many steps the process involves.

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I created lo-fidelity screens to give business and other non-designers on the team an idea of a user would have to go through a flow. Focusing on just the web platform, the design I created would have to be  in line with mobile app worked on by another UX designer in the team so it was important for the both of us to align on work through daily check-ins so that there are no two different experiences in the final product. The screens that I worked on were put through user testing and a number of iterations were made. I have shared an overview of one of these iterations:

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results

At the moment, the feature is available to use for existing Nedbank clients.

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Reflections

I had to trust my abilities here and make use of the knowledge I acquired to become a designer. Listening to our users feedback through user testing and understanding the project were both important to design a solution that can be scalable enough to accommodate new releases.

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