
Making Financial Services Social
A global financial community to support people who live a dual financial life


Product proposition
“A global community providing connections and services to help you reach your financial goals. Think of money as a language. Each country has its own, our product helps the community speak it fluently, no matter where they are from and where they live.”
Design journey
A financial technology company appointed our team to help define, design and launch their new product
Stage 1 - DO
How do you manage the client’s excitement and eagerness to bring an idea to life within a tight time frame?
How do you work with a client who is not used to working in an agile way?
What do you do when most of the user-centred design (UCD) methods you propose to test and validate assumptions are rejected?
These were some of the initial challenges the team was faced with. The team responded by presenting a first version of the app to the client accompanied by a research and testing plan.

Discussing wireframes with the client
Stage 2 - Discover
After the 1st round of 1 on 1, moderated usability testing, the team assessed the desirability of the product’s offering and gained insights into what features should be refined, simplified or further designed before the launch of the first Minimum Lovable Product (MLP). A series of internal workshops with the client were conducted to refine the brief and deliver an informed and refined Product Vision, Personas, Key User Journeys and Experience Principles.

Journey permutations
Stage 3 - Design
Following a series of co-design workshops, the team create a clickable prototype. The prototype was used in a 2nd round of usability testing to validate if the improvements made to the UX and UI made the features more appealing, useful and accessible, as well as gather feedback on overall navigation, findability, usability and engagement. To provide direction to the Content Strategy and Product’s Tone of Voice, the team conducted four different focus groups. Finally, through online surveys in the UK, USA and India, the team gathered and used valuable feedback to build the product’s brand personality.

Product evolution
Stage 4 - Deliver + Improve
At this stage the team delivered the Launch, Content and Brand Strategy and delivered final UI and UX to the development team for release one. The product went through 3 releases (internal, friends and friends and family). The team analysed the feedback gathered by testers and carried on UX and UI design work to release new features and continuously improve.

Mock-up extract from Brand Book
Check out this internal video that the team created to explain the different features of the app
Role: Service Design Lead, Hiveworks
Responsibilities: Led research and product strategy
Duration: ±1 year, 2019
Output: Consumer product launch and branding strategy
Launch: Beta launch in Q4 2019 (project currently on hold)
Core team: SD Director, SD Lead, Junior SD, UX x2, UI, Illustrator, Copywriter