Currencycloud a very successful fintech startup that simplified the transfers and foreign
exchange aspect of banking by providing a simple to use
API. Which was used by some
of the leading fintech companies such as Transferwise, Stripe, Azimo, Monzo, Starling Bank,
Klarna, Travelex and others.
Like most startups, Currencycloud grew fast and aggressively dominating the payments space, however, like most startups they made compromises where they deemed necessary. And in Currencycloud’s case, it was with their pre-sales and post-sales experiences.
The strategic technological objective of the company was to focus on their core product which
was, in fact, their
API, however, other areas within the business that supported
their sales and marketing function were left without technical guidance or technical support.
The website was built using a difficult technology and the team responsible for updating the website did not have the requisite skills to keep the site maintained.
The website was not fully responsive and had poor usability, but was delivered as more of a brochure site.
The business also had little understanding of its users, they know who they were but didn’t understand their demographics, pain points or motivations.
I was hired as a Lead User Experience Architect which encompassed Product Design, User Research and User Experience activities.
The following deliverables for the project were outlined:
To help the business identify pain points and problems within its current customer journey a workshop was facilitated to help the business map out all the different parts of a customers journey.
To ensure that the business had a clear understanding of it’s customers various research and workshop activities were performed to understand who the core user’s of the business.
A number of reports were produced to show the business why it’s worth investing in the various areas and why it’s important to do research with customers.
A sitemap was produced to help illustrate where all the different parts of the website.
I facilitated a number of workshops with the business ensuring the right people attended and that the workshops had the necessary preparation and that challenges had been sufficiently framed.
Co-creation is one of my favourite methods of coming up with ideas, this creates a team of invested people as their ideas are physically coming to life.
Once the workshops had been completed wireframes prototypes were created and then showcased to the business and then tested with customers.
During this phase, various tests were performed with customers in a way of gathering feedback and validation on the artefacts produced.
Once we obtained validation artefacts were either revised to meet the findings or scrapped altogether.
Components were documented with their requirements in terms of how each component should work, it’s dimensions, the various states of the component, how it should respond to the CMS, what types of data it accepts and if it has a dependency on something else.
Desktop Interaction Demo
Working for a startup had its benefits I was exposed to the various strategies executed by the business which empowered the culture, lifestyle and the family nature of the business. I thoroughly enjoyed the can-do attitude of everyone involved and the willingness of colleagues to step outside of their comfort zone and do whatever is necessary to get the project complete.