Challenge .002

No more queuing at the bank

Why waste customers' time queuing and doing paperwork at branches if they can solve it with online services?

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Finance

Summary

We represent a bank that definitely does not want to be left behind and wants to adapt to the times, it is not enough to say that we provide online services, we want to provide the best experience to our customers. We want a solution that is so easy to use that our older customers do not need help to understand it and so modern that we are among the first financial options of the new generations.

Among the services we offer are:

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Control of accounts and cards
Internal transfers, to other banks and international
Information on investment funds, benefits and fees
Currency exchange and product request
Contact and customer service

What do people say?

These are the comments of some people who are facing these problems and that you can consider as existing pain points.

la persona que tiene esa opinión

I hate going to the bank, just thinking about it makes me cranky, it's horrible to wait so long and need so much paperwork for simple paperwork.

la persona que tiene esa opinión

I like to know what I spend every penny on and I feel calm about being able to access my movements.

la persona que tiene esa opinión

I don't feel confident doing online procedures, I don't know how safe they are and if my data is protected.

la persona que tiene esa opinión

It has happened to me from calling the bank and having to wait more than 30 minutes listening to the infernal music on hold, I wish they would improve the customer service.

la persona que tiene esa opinión

Have you ever read the bank's rates, that's ancient Egyptian writing, sometimes I think they do it on purpose to confuse.

la persona que tiene esa opinión

Sometimes I want to save since I get paid and I haven't created a separate savings account just because I didn't go to the bank.

Some tips...

These tips can help you solve the challenge.

🏦
Think of a bank in your city where people think this way and review the mistakes they are making, that will help you empathize more with these people.
👀
Find out if there is a bank that is doing well and analyze its strategies.
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Try going to the bank and observe what are the main procedures that people continue to do in the branches, perhaps these procedures can already be done online but they are not well resolved.

Example Process

This process is based on the Design Thinking methodology and you can take it as a reference to present your case study.

See Figma templates
Diagram thats show the Design Thinking process
1.
Empathize and discover
2.
Define your product
3.
Sketch till you drop
4.
Prototype your most complete solution
5.
Test and rectify
6.
Learn to stop yourself and present solutions

Examples shared on UXstuff

Case studies that were shared for UX designers in the UXstuff Community.

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Some examples

These are some examples of case studies where similar problems are solved. They are just a reference ehh!

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Send a solution

How great that you solved some challenge! Just leave me the link to include it on the site as an example.

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