Project description
Timeline
Week 1-2: Research & Planning
Week 3-4: Design & Prototyping
Week 5-6: Development & Security Integration
Week 7-8: Testing & Launch
Background
In 2020, the demand for digital financial tools surged across Brazil. According to Thunes, 82% of Brazilians adopted digital payments, and a 63% preference for mobile a was reported (PagBrasil). These numbers underscored the need for a centralized tool to simplify financial service access.
The vision for Bancos Brazil was to create a search tool, not a bank, where users could compare, evaluate, and locate banking services easily, with features tailored to their needs.
Persona Development
Before beginning the design process, I conducted research to define the platform’s core users. The personas I created helped shape the platform's functionality and design:
Market Research and Insights
Research from 2020 highlighted several key statistics that informed the project:
Digital Payments in Brazil: By 2020, 82% of Brazilians were using digital payments, highlighting a shift toward online financial services (Thunes, 2020).
Mobile Usage: 63% of Brazilian users preferred mobile platforms for banking services, underscoring the need for a mobile-optimized solution (PagBrasil, 2020).
Digital Payment Growth: 50% of Brazil's transaction volume was expected to be digital by 2022, a trend that demanded a secure, scalable platform (ACI Worldwide, 2020).
Design & Prototyping
Utilizing Figma, I fashioned the inicial version a sleek, intuitive layout that catered to novices and experts alike. My goal was to make intricate financial tools like loan analyzers and FGTS balance inspectors understandable via a clear, direct design.
To address user needs, the following tools were designed:
Fee Comparator
Compare banking fees across services
Agency Locator:
A search tool to help users find nearby bank branches and ATMs.
Bank Reviews :
View user reviews for banks to inform decisions.
Bank Codes
A searchable database for bank codes.
Bank Ranking
A ranking tool that lists banks by performance and customer satisfaction.
Customer Service Centers
Find all customer service contact information.
Service Comparator
Compare banking services in-depth.
Digital Banks:
Explore a list of digital-only banks.
Loan Calculator:
Estimate loan eligibility and rates in a few simple steps.
Increased Engagement
User activity increased by 45% within 3 months of the platform’s launch.
Positive User Feedback
Senior users particularly appreciated the Centrais de Atendimento tool for its simplicity.
Time Savings
Users reported saving an average of 10 minutes when locating agencies or comparing fees, compared to prior methods.
Try It Yourself!
Key Learnings
Throughout the development of the Bancos Brazil platform, several important lessons were uncovered that will shape future enhancements and similar projects:
User-Centered Design is Crucial
Prioritizing user needs—such as intuitive navigation, straightforward content, and personalized tools—is essential to creating a successful search tool for financial services.
Collaboration Across Disciplines Strengthens Outcomes
Working closely with stakeholders, developers, and researchers ensured the platform's features aligned with user expectations and technical feasibility.