‘Card Management’ User Flow
Design the ‘Card Management’ user flow for Railsr’s design kit.
Client
Name here
Year
01/01/000
Client
Railsr
Year
01/01/000
Background
Railsr, a Banking as a Platform (BaaP) business based in London, was expanding into the US market with a new Credit Card as a Service (CCAS) product. The product offered customers a faster way to market through pre-approved designs, regulatory compliance, banking partnerships, and embedded finance.
The “design kit” was a collection of pre-approved SDK’s offered to CCAS customers as a quick and seamless solution to developing their own digital card wallet in their mobile application. It offered plug-and-play components for everything from checking a user’s card balance to setting up monthly auto payments.
Understanding User Needs
Conduct Competitive Research
Whiteboard potential frames and features
Customer Feedback
Create a wireframe of flow to visualize necessary steps and features
Pitch to customers and implement feedback
Design and implement Railsr’s design kit branding.
Conduct Competitive Research
Understand industry leaders, trends, and disruptors to make note of similarities and differences between products and steps in the user flow.
User Journey
Use our findings to list potential features in a step-by-step sequence. Develop the sequence based on an artificial user persona, as if the user wanted to complete an action in Card Management.
Customer Feedback
Share findings with our customers and ask for feedback. Implement any changes or unforeseen additions to the sequences.
Wireframe
Translate each step of the sequence into a UI wireframe, designing the layout of the screen with minimal detail. The wireframe flows are then sent for approval from our legal and accessibility teams.
Pitch to customers and implement feedback
Design and implement Railsr’s design kit branding.