The core challenge of this project was its broad scope in revolutionizing how credit card promotions are delivered. Our objective was to create an automated system that leverages user spending habit databases to precisely match individuals with relevant credit card promotions. This personalized approach ensures timely delivery of offers directly to users' emails and across all available company communication channels.
A significant deliverable was the development of a comprehensive reporting dashboard. This dashboard provides marketing and business teams with rapid, intuitive access to critical data on credit card users, including promotions received, spending patterns, locations, and profile details. The system intelligently matches users with the most pertinent promotions, aligning with both their spending habits and the company's strategic goals. This capability significantly enhances the company's ability to react to market shifts with greater speed and efficiency.
For the business team, a clear understanding and control over these processes were paramount. The system was designed to provide a transparent view of all operations, enabling quick comprehension. It also facilitates the creation and supervision of batch jobs responsible for matching users with promotions, ensuring these critical processes are executed effectively. The user interface was meticulously crafted to be simple and easily navigable, yet robust enough to provide detailed information whenever required by the user.
Global Finance Institution,
Phoenix, Arizona
Jun to Dec 2018
Competitive analysis
Workshop facilitation
User-interface design
Wireframing
Mobile app design
Designing for Desktop
Developer collaboration
Team Wide collaborative effort
A fully-detailed journey map
Wireframes
User-interface designs
High-fidelity prototype
Through collaborative effort with all involved parties, we successfully delivered a detailed and fully scoped prototype. This prototype is now ready to guide development and secure leadership approval.
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