User Survey
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Why was it necessary?
Hearing directly from potential product users provided nuanced qualitative data that was otherwise difficult to infer from secondary research, such as market and competitive analysis.

What was learned?
A mobile-first approach validated with majority of users preferring that platform.

Sufficient appetite for a fintech app that consolidates virtually all financial features in one place.

Very difficult to find unbanked users (willing) to share insights to address original problem statement. (Possible socio-economic stigmas). Possibly address in a future product cycle.

How did results influence design?


This was the key insight that required early iteration of the problem statement.


My original problem statement aimed to solve [lack of] access to mainstream financial resources for the hundreds of millions of under- and unbanked users around the world.

However, through this survey and interviews, it became apparent that users are unlikely to volunteer such information. It was quickly determined this level of research would require time and resources beyond the available scope. So, the problem statement was reevaluated and the overall project repositioned for a more accessible target audience.

How did results influence design?


This was the key insight that required early iteration of the problem statement.


My original problem statement aimed to solve [lack of] access to mainstream financial resources for the hundreds of millions of under- and unbanked users around the world.

However, through this survey and interviews, it became apparent that users are unlikely to volunteer such information. It was quickly determined this level of research would require time and resources beyond the available scope. So, the problem statement was reevaluated and the overall project repositioned for a more accessible target audience.

How did results influence design?


This was the key insight that required early iteration of the problem statement.


My original problem statement aimed to solve [lack of] access to mainstream financial resources for the hundreds of millions of under- and unbanked users around the world.

However, through this survey and interviews, it became apparent that users are unlikely to volunteer such information. It was quickly determined this level of research would require time and resources beyond the available scope. So, the problem statement was reevaluated and the overall project repositioned for a more accessible target audience.

User Interviews
Back to User Survey

Why have interviews after a survey?
The survey was extremely valuable to validate - and even invalidate - certain assumptions. But, the questions focused more on "what" users might need and "when" they want it.

With interviews, I could explore more deeply "how" and "why" they need and want certain solutions to their problems.

What else was learned here?
While versatility is appreciated, even financially savvy users don't necessarily want to spend a ton of time dealing with their financial tasks. So, efficiency in layout, navigation, and functionality is a top priority.

Further insights summarized below…

How did responses influence design?


Takeaways
* Universally, mobile devices are preferred for personal purposes but computers and laptops for work purposes
* Every participant also affirmed they use some sort of digital wallet for mobile payments and money transfers
* Participants generally dislike extensive app navigation to achieve tasks


Conclusions
* Mobile UX design should optimize for personal tasks whereas larger formats should optimize typical work tasks
* A digital wallet feature is valuable to users
* Participants' preference for efficient layout and navigation should be a design priority

How did responses influence design?


Takeaways
* Universally, mobile devices are preferred for personal purposes but computers and laptops for work purposes
* Every participant also affirmed they use some sort of digital wallet for mobile payments and money transfers
* Participants generally dislike extensive app navigation to achieve tasks


Conclusions
* Mobile UX design should optimize for personal tasks whereas larger formats should optimize typical work tasks
* A digital wallet feature is valuable to users
* Participants' preference for efficient layout and navigation should be a design priority