Onboarding presentation
Emma Gallagher
Created on February 5, 2024
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Transcript
Portfolio
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Index
1. Portfolio Overview→
2. UX Highlight→
3. User Testing Highlght→
4. Q + A →
UX Content HighlightTruist Long Game
Mobile app writing samples
Get rewarded for your savings progress
Play games for chances to win cash
Grow your savings and meet your goals
Product page
Authored and managed hundreds of financial trivia questions
Developed clear and concise directions for users
Designed to encourage and incentivize positive user behavior
Unified across platforms
Goal setting
Financial data integration
Progress tracking
Financial Goals API
User tested and finalized for product design
Parsed into design elements (UX/UI) that can be tested
Re-written and organized into digestible content
Large chunks of content written by SMEs, often disorganized and inaccessible to user
Financial Goals API
User Testing
Value prop
Buy-in from internal stakeholdersUser adoption and consistent engagement
FTUE
Flows needing to be easily understoodRisk of low adoption if not intuitive
Content Organization
Large amounts of contentContent can be repetitiveReward systems needed
User Testing
Value prop
1. Do users understand what this product is?2. Do users find this product valuable?3. What about this product is most valuable to them?
FTUE
1. Do users understand how to navigate the product?2. Where do we want to draw the most attention and engagement to?3. How can we make the experience more seamless?
Content Organization
1. How do we categorize our many goals?2. How do we break down large modules into digestible increments?3. What structure should each goal, subgoal. etc. have?