Senior UX/UI Designer
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Vestwell

Vestwell

utilized data from usability testing to inform design decisions; leading to IMPROVED USER EXPERIENCE THROUGH THE REDUCTION OF CLICKS ON LANDING PAGE.

Role: USER RESEARCH, UX/UI design, Usability testing


Overview 

Problem:

  • Users need to be able transfer money to and from their account to pay bills, withdraw, and contribute money into their investments efficiently and without confusion

  • Call center support is bogged down with questions on how to transfer money, make payments, and withdraw money.

  • The transfer process can be initiated through a dropdown menu on the primary navigation, the callouts are hidden within the menu item, users have to look for these links.

Solution:

  • Address user feed back with two design strategies:

    • Nomenclature- reconsider the naming and labeling of the “Transfers” callout to a more obvious naming convention

    • Callouts- reconsider the placement of the transfers callout based on where users expect the links to live on the Overview page.


Research

Tools

  • Figma prototype

  • Usabilityhub.com

Usability Test Results

  • 83% mis-click rate when initiating the transfers process on the Overview page of the application.

  • Qualitative data from usability testing indicated that users thought the labeling on the links was unclear, with quotes from indicating confusion on what the labeling means

  • Users were asked to rank how clear the labels on the callouts for transfers were. On a scale of 1-5 (1=Very clear, 5=Very confusing), the results averaged at 3.8.

Data analysis

  • Heat map indicates confusion in where users need to initiate the transfers process

  • Heavily clicked areas show where users think links should live


Design

Solution

  • Rename “transfers” link on primary navigation to plain language “Withdraw or Deposit”

  • Based on the heat map, provide a link where users expect to see a transfer button

  • Add “Make a transfer” callout to the Total Balance tile.

  • Provide two pathways for users to initiate the transfers process.


Usability Testing

Results

  • Changes in the design resulted in a 31% mis-click rate. A reduction in mis-clicks by almost 50%.

  • Heat-map shows significantly less user confusion on placement of links

  • Change in nomenclature shows a reduction in mis-clicks at the primary navigation level