Sensibill is a solution for financial institutions and banks to collect, synthesize, and action customer spend data to personalize at scale using receipt and invoice capture and data extraction.
Timeline 4 Weeks
Role User Experience & Visual Design
Overview
This project was assigned by Product and Executive Leadership. Sensibill wants to visualize their API to show FI stakeholders how their users might adopt Sensibill’s receipt capture feature. We explore In-App Tooltips, In-App Guides, Relevant and Timely prompts, and Rewards and Incentives to illustrate our solutions.
The Problem
How might we prompt banking app users to adopt Sensibill’s receipt capture feature?
The Solution
Engaging In-app guides, helpful user tooltips, rewards & incentives, paired with timely and relevant user prompts.
51% of SMB customers use personal banking because they don’t see the value in switching to or using business banking services
Only 28% of traditional bank users are satisfied with their digital banking tools
Discovery
Initial research into in-app guide and tooltip practices along with our personas helped pave the groundwork for sketching out our solutions. Sketches were done in procreate and pen and paper.
User Stories
Meet Olivia
She’s a parent and an SMB owner Over $5,000 was spent in the last two months across 27 merchants
She’s a mother:
- Bought multiple kids’ meals at fast food establishments - alongside adult meals
More about her SMB - she’s an educator:
- Olivia is most likely in a teaching profession based on book purchases focused on autism, tutoring manual
- Recently registered an internet domain for a trust training company
- Attending courses from TeamTeach for positive behavioral management
