What's included

• User Research Plan

  A structured plan outlining research objectives, methods (interviews, surveys, usability tests), target users, and timelines to understand customer needs, pain points, and behaviors.

• Personas

  Fictional yet data-backed profiles representing different customer segments. Helps align product features and design decisions with user goals.

• User Journeys

  Visual maps showing how different users interact with the fintech/bank product across touchpoints. Highlights pain points, goals, and opportunities for improvement.

• Customer Experience Map (CX Map)

  Combines emotional journey, channels, and pain points across the full lifecycle (e.g., onboarding, usage, support, offboarding) for more holistic planning.

• Task Flows / User Flows

  Diagrams that represent how users complete key tasks (e.g., sending money, applying for a loan, viewing transactions). Crucial for aligning with business and dev teams.

• Information Architecture (IA)

  A blueprint of the app’s structure, organizing content and features logically. Helps simplify complex financial data and workflows for better usability.

• Wireframes (Low Fidelity)

  Simplified black-and-white layouts showing layout, content hierarchy, and interactions. Useful to align early on without visual distraction.

• Prototype (Low to Mid-Fidelity)

  Clickable models simulating basic navigation and flows. Used for testing and gathering early feedback.

• UX Audit Report

  Evaluation of an existing fintech/bank interface using usability heuristics, accessibility guidelines, and business objectives. Includes a prioritized list of improvements.

• Accessibility Review

  An assessment ensuring compliance with accessibility standards (WCAG), especially crucial in regulated banking environments.

• Microcopy Drafts

  Clear, user-friendly content for CTAs, error states, onboarding, and confirmations. Important for building trust in financial actions.

• Usability Testing Report

  A summary of test sessions with real users. Includes behavior analysis, insights, and actionable recommendations.