2020-2022

BLU365

Conversion Optimization for Financial Products

BLU365

Overview

As a Product Designer at BLU365, I was responsible for designing solutions that significantly improved conversion across the flow of our main financial products. I conducted user research to understand behaviors and intentions, developed content guidelines, created component style guides, and designed internal tools for automation and documentation.

BLU365 Financial Product Interface

Challenge

BLU365 faced challenges with user drop-offs during key conversion points in their financial product flows. The company needed to improve user experience and conversion rates while ensuring that users understood complex financial products. Additionally, there was a need for consistent branding and design language across marketing and product platforms.

Approach

1. User Research & Behavior Analysis

Conducted comprehensive research to understand user behaviors, pain points, and intentions when interacting with financial products, identifying key drop-off points and areas for improvement.

2. Conversion Optimization

Redesigned critical user flows with a focus on simplifying complex financial decisions, improving clarity, and reducing friction at key conversion points.

3. Content & Design Guidelines

Developed comprehensive content guidelines to ensure clear communication of complex financial information and created a component style guide for consistent branding across marketing and product platforms.

4. Internal Tools Development

Designed and tested internal tools for automation and documentation purposes, enhancing team productivity and ensuring consistent implementation of design solutions.

Results

  • Significantly improved conversion rates across the main product flow
  • Reduced user drop-off at key decision points
  • Established a cohesive design system that ensured consistency across products and marketing
  • Improved internal efficiency through the implementation of automation tools
  • Enhanced user understanding of complex financial products through improved content guidelines

Tools & Technologies

Figma
User Research
Content Design
Component Libraries
Analytics
Hotjar