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Focus

This case study focuses on re-designing the UX for money disbursal in a B2C credit line application for taking a loan

We were able to achieve disbursal PMF with the old UX and UI. Now the focus was on optimising the conversion rate.


Context

In a credit line product, user is issued a life-time credit line on basis of their financial details such as bureau data, etc. Once the user has been provided a line, they can withdraw loan of any amount on an EMI basis.

This re-design includes focusing on different aspects, w.i.z:


A glimpse of what disbursal flow looked like before and after:

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Problems that were at focus:

• The decision to take a liability and a loan can be anxiety-inducing for a user; they have to be very careful of the decisions they are making.

• Deduction amounts (amount deducted from the loan being taken; these can include, but are not limited to, charges, processing fee, line set-up fee, BPI) are often overwhelming.

• Poor UX for selecting amount while taking loan

• ‘User Experior’ videos showed that users had multiple sessions of the app before taking a loan.

The hypothesis is that they were comparing amounts with different apps before making a decision.

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Drilling down the last problem

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Project Goals

• Increase conversion rate

• UX optimisation

Reduce anxiety with friendly and user supportive UI

Make deductions very clear to understand and

Make user experience intuitive and assessable

Help user make decision by providing them hints of what is best for them as well as the business


What we built

This was a feature loaded ticket, and we had hence split experiences into different components to start with.

Feature mix:

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Amount slider

Different app audit for slider

Design decisions for different slider interactions out there and why we took this decision

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Deciding amount grids

For different user bases, the slider values will differ as per the amount they can withdraw.

This was translated in a grid of equal gaps, including stops and amount jumps as per the ranges

Each stop on the slider had haptic feedback, and the one with offer would have a different haptic feedback.

Haptics were done in 1,2,3 syllables

Haptics PRD

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To make the feedback apt, a dummy prototype was tested out on different mobiles.

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Slider values

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Final slider interactions & animations

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Manual amount change

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Keyboard-based amount change

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Error in entering amount


Best price system


Tenure selection


Offers and coupons system


NI (not interested) management


Charges sheet

The details of the charge sheet was compressed into intention-based tool tips to decrease the visual load from the page. Also, the default view of the page was kept in a collapsed state to make page less jarring


Gamification


Cross sell


Transfer review