Barclays - Insightful Customer Messaging

Will Rose

UX Designer
Product Designer
UI Designer
Sketch
Barclays Corporate Banking

Who are Barclays?

Banking in the UK has changed massively over the last decade. From Metro Bank becoming the first high street bank to open its doors in over 100 years to digital-only start-ups - like Monzo and Starling - pushing new and innovative ways for customers to interact with their money. This has created a landscape in which big, traditional and established institutions, like Barclays, must evolve and adapt to survive.
Barclays, in particular, is one of the most digitally progressive of its traditional competitors. Their mobile app is forever winning "best in class" awards, and as a business, they are focused on continually improving their customers' products and experiences.

My role and responsibilities

As the project's sole designer, I worked with the product team and stakeholders, reporting to the Head of Design for this business area.
In addition to interface and experience design tasks, I played a crucial role in shaping the team's daily activities and content creation for the platform.

Opportunities and goals of the project

Money Management Insights is a platform that allows bespoke and personalised 'insightful' messages (and suggestions) to be delivered to customers at timely and relevant moments.
To identify customer pain points and opportunities, we connected with the sprinting Jobs to be Done Squads and Customer Segment Teams rather than approaching each product centre directly. This enabled us to focus on solving customer problems rather than selling financial products.
These problems were distilled into a list of common themes, which brought focus to workshops to discover possible solutions.
Insights display on the Barclays mobile app home screen.
Insights display on the Barclays mobile app home screen.
When an Insight is selected, a customer receives tailored suggestions.
When an Insight is selected, a customer receives tailored suggestions.
And further information about what they can do next.
And further information about what they can do next.

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