Holistic discovery framework for financial services
A 360° Approach to Research and Testing for Better Products
In the fast-paced world of financial services, delivering products that truly meet customer needs requires ongoing discovery and refinement. To achieve this, I designed and implemented a comprehensive research and testing workflow, enabling our team to stay deeply connected to user insights throughout the product lifecycle.
This holistic approach integrated multiple feedback channels, from a dedicated feedback form for continuous input to regularly scheduled user testing sessions. By combining these tools with pre-existing methods like user research and data tracking, we established a continuous discovery process. This workflow ensured that every design iteration was grounded in real user experiences, helping us make meaningful improvements to our products.
As a result, our team was able to create financial services that resonate with users, providing them with tools that are both functional and deeply relevant to their needs. This continuous feedback loop allowed us to stay agile, responsive, and focused on delivering real value to our customers.
Let the numbers speek
+70 hours
of testing and research so far
+ 100 feedbacks
generated by our form
+80000 views
per month
What I did
- Implemented a continuous feedback loop through an integrated feedback form, enabling real-time insights from users.
- Established regular user testing sessions, creating a structured schedule for testing and iterating on product features.
- Developed a holistic discovery framework, combining user feedback, research, and tracking data for a well-rounded understanding of user needs.
- Monitored and analyzed user behavior trends using tracking tools, identifying areas of improvement and validating the effectiveness of implemented changes.
- Streamlined the research and testing process to create a sustainable and repeatable workflow that adapts to evolving customer needs.
- Collaborated with cross-functional teams to ensure feedback was effectively translated into actionable product improvements.
