Project Overview
In 2022, I worked as a service designer for Banco Sabadell on an eight-month project aimed at rethinking the concept of daily banking. The goal was to improve user control over their finances and position Banco Sabadell as a top-of-mind bank with a 5-star rating.
Content (Brief)
The goal of the project was to create a banking experience where users feel in control of their money, enabling them to manage their expenses, savings, and transactions effortlessly. This included features such as expense splitting, expenditure tracking, savings management, and seamless Bizum transactions.
Crafted Solution
Expense Tracking and Management: Tools to split expenses, track daily spending, and forecast future expenditures.
Savings Features: Options to set savings goals and track progress.
Enhanced Bizum Integration: Simplified processes for sending and requesting payments.
User-Friendly Interface: An intuitive and non-intrusive design that positions the bank as a reliable partner without overwhelming users with promotions.
In-Depth Analysis
Desk Research:
Analyzed existing reports, industry trends, and competitor strategies to identify opportunities and gaps in the current market.
I conducted an extensive market study analyzing both direct and indirect competitors. This included traditional banking institutions, fintech companies, and neobanks. The research focused on identifying industry best practices, innovative features, and user experiences to inform the development of Banco Sabadell's new daily banking concept. This comprehensive analysis provided valuable insights into market trends and opportunities for differentiation, ensuring our solution was both competitive and user-centric.
Qualitative and Quantitative Interviews:
Conducted interviews with users to understand their needs, pain points, and expectations.
Conducted interviews with users to understand their needs, pain points, and expectations.
Stakeholder Workshop
The workshop included stakeholders, area directors, Product Owners (POs), other designers, and leads from Banco Sabadell. We used the results from interviews and the established design principles to guide the sessions.
The workshop included stakeholders, area directors, Product Owners (POs), other designers, and leads from Banco Sabadell. We used the results from interviews and the established design principles to guide the sessions.
Mind Mapping
Participants created visual maps of their ideas and how different features could interconnect. This method was used to identify key areas of focus and how different banking functionalities could work together seamlessly.
SCAMPER
This technique helped participants think creatively about banking features by applying seven different strategies: Substitute, Combine, Adapt, Modify, Put to another use, Eliminate, and Reverse. For example, we used SCAMPER to explore how we could modify traditional savings accounts to be more interactive and goal-oriented.
Service Blueprint
Initial Contact: The client's first point of contact with the bank.
Needs Assessment: Identifying the client's specific banking needs.
Presentation of Options: Breakdown of customizable banking features.
Account Management: Streamlined processes for managing accounts and transactions.
Post-Sale Support: Ongoing assistance and customer support.
My involvement in this project concluded after the ideation phase, where we presented the concept and high-fidelity wireframes. The proposed solution aimed to enhance user satisfaction, positioning Banco Sabadell as a top-of-mind bank without overwhelming users with promotions. This groundwork laid a solid foundation for further development and implementation by the Banco Sabadell team.
