Self-Service Lending

Client

Tietoevry Loan and Financing

Year

2024

Services

Information Architecture

Prototyping

Content Strategy

User Testing

Challenge

The client banks wanted to make the loan application process less cumbersome, embracing automations and increasing completion rates.

The client banks wanted to make the loan application process less cumbersome, embracing automations and increasing completion rates.

Insights

Users thought the application forms were too complex and tedious. Testers and developers found the internal prototypes muddled when handed over.

Users thought the application forms were too complex and tedious. Testers and developers found the internal prototypes muddled when handed over.

Approach

Prototypes and flows were logically rearranged for the team, using editable smart components to help visualize user journeys and speed up refinements.

Prototypes and flows were logically rearranged for the team, using editable smart components to help visualize user journeys and speed up refinements.

Integrated SMS notifications.

Integrated SMS notifications.

Improved error layout, including an error summary.

Improved error layout, including an error summary.

Smart components in Figma.

Previous form page with high drop-off rates.

Dedicated pages with automatic data retrieval.

New dedicated pages with automatic data retrieval

Result

Reorganized flows facilitate development and testing, featuring balanced forms with components that retrieve information and optimize applications.

Reorganized flows facilitate development and testing, featuring balanced forms with components that retrieve information and optimize applications.

Figma smart components in action.

Improved interface and logic for loan calculator.

More projects

More projects