Challenge
Improve the conversion flow of the product sales platform. Define personas, improve platform and APP screens and navigation.
Problem definition
Buyers/contractors: Carry out contracting (purchase) of financial products online, simplified, with minimal bureaucracy.
Sellers/partners: They set up their stores to present products to customers and sell them.
ROLE
UX UI Design
UX UI Design
PLATFORM
Web desktop e mobile + APP hybrid
Web desktop e mobile + APP hybrid
DURATION
3 months
3 months
CLIENT
Fintech
Fintech
Old flow
User tasks
Sellers, when setting up their stores, share with customers, who in turn choose the product and contract directly with the supplier. Commission is generated for seller.
Buyers can find a salesperson to help them choose products and carry out the purchase/contract.
Buyers can find a salesperson to help them choose products and carry out the purchase/contract.
User priorities
Sellers
• Present products
• Help buyers
• Monitor sales and commission
User priorities
Buyers• Choose products
• Register
• Finalize the hiring
• Register
• Finalize the hiring
Proto personas
Pains and problems
Sellers
• Lack of process monitoring
• Sale/closing feedback
• No autonomy in the process
• Sale/closing feedback
• No autonomy in the process
Pains and problems
Buyers• Long registration
• Leave the Fintech environment
• Register with the partner/supplier
• Leave the Fintech environment
• Register with the partner/supplier
Process and tools
Research and interviews
Conducting qualitative and quantitative research, I gathered key information for the project. To deepen and validate the information, 5 users within the SELLERS profile were interviewed. Withdrawal reached 70%, as the change of platform and the double registration generated distrust.
Customers had questions and did not have quick access to salespeople for clarification.
Sellers had no control of their processes or customers.
Redesigned flow, optimizing the sales funnel, simplifying registration and optimizing the financial product contracting journey.
New flow, after research
Updating flows according to products
There are three scenarios according to the product line named DIRECT PRODUCT, APP and TABLE.
Direct product flow
App flow
Table flow
Table product screens
More details?
If you want more details about this project, or others in same company, drop me a line and we can schedule a call to show it.
