Improve the overall Instant Deposit user experience at Plum

Project goal Improving the Instant Deposit user experience by simplifying the payment flow, managing user expectations, and ensuring clarity in the transaction history.

 - Amount and Payment Method:

I redesigned the payment flow to have the amount and payment method on the same screen.

This streamlined the user flow and made it easier to select the appropriate payment method with the correct amount limits. We also added the option to switch payment methods without losing the payment amount, allowing users to make quick and informed decisions.

- Confirmation and Success Screen:

We updated the confirmation and success screens to include all necessary information, such as payment details, amount, transaction ID, and settlement time. We also managed user expectations by notifying them of any potential delays in settling transactions and sending a push notification once the transaction is settled. To ensure consistency, we made the confirmation and success screens uniform across all payment methods and redirect scenarios.

- Pocket Feed Clarity:

I improved the pocket feed clarity by showing the correct dates, transaction amounts, and payment methods. We also added filtering options to help users search for specific transactions quickly and easily.To improve the overall user experience deposit flow, I conducted a user testing study with 10 participants.

The study involved testing four different routes for each payment method (instant deposit, Apple Pay, Google Pay, and bank transfer).

I created a script and asked the users to go through all the routes and answer a set of questions about their journey and which journey they preferred.The goal of the study was to identify pain points and areas for improvement in the user journey for each payment method. By testing multiple routes for each payment method, I was able to identify the optimal user journey and make necessary changes to improve the overall user experience.