Patelco Mobile App
Mobile app design March 2014 2 weeks
- User interviews
- Competitive analysis
- Qualitative Analysis: affinity diagram, personas, feature prioritization.
- User testing
Sketching Prototyping Axure
Patelco is a regional credit union based in California. Patelco is a trusted financial institution and was looking to completely rethink their consumer banking offering. They wish to create a solid, mobile centered banking experience.
The goal of the research was to define the most important tasks the users want to accomplish with mobile banking. We did a competitive analysis and we compared the design and features of the most popular finance apps available on the market. Then we interviewed users of the current Patelco app to understand the current problems they have and their expectations for a new app.
Additionally, we made a survey to mobile banking users looking for finding out if there are any difference between the commercial bank users and the credit union users.
Most commonly used mobile banking features
As a result of the research we defined the most important features of the new app: balance check, transfers and check deposits.
Sketching and concept
With a defined features list, we explored different navigation design keeping in mind that unilike other applications, a mobile banking app is transactional. Users know exactly what they want to accomplish before they open the app. And it's important that all the features are accessible to the user immediately.
Exploring different navigation options
We selected a fixed bottom navigation style
The second concept we wanted to test was a step-by-step task completion, keepping the user focused only in one task at a time.
Main interaction: step by step completion
The first prototype helped us to validate the navigation design, but we discovered we needed to make some changes in order to improve consistency between the different task flows and define a clear hierarchy of the information.
See the clickable prototype or play the following video of the final design.
Some of the specific aspects that need to be improved before starting to work in the visual look and feel of the application are:
- Refine error messages and notificatoins
- Include clear intructions and tips for taking better pictures of checks in order to avoid errors and turned down checks.