Rethinking account details

2023

Helping customers to find and use their account details to receive money.

Helping customers to find and use their account details to receive money.

About

Created new way for customers to explore their account details, learn how to use them and make it easy to share them with their senders.

Role

Product Designer

Tooling

Figma & Usertesting

🎯 Improve discoverability & learning

Based on contacts and behaviour we know customers struggle to find, to understand and to use account details.

✨ Hypothesis 1: An entry point to account details within that currency improves discoverability, ease-of-use and builds a mental model around what account details are.

✨ Hypothesis 2: Showing local details by default, making international ones available through interaction, helps choosing the right details and makes it easier to compare the two sets of account details to scan their differences.

🌏 Across all currencies

Wise offers account details for multiple currencies – that allows our customers to get paid avoiding fees, holding money in the currency they want to spend it. However it increases complexity since different currencies come with different account details.

  • Account details are at the top, reusing a familiar navigation.

    Top navigation

  • Account details are available next to the transactions.

    Tabs

  • ✨ Asking specifically for the country people want to receive money from, removes cognitive load needed to understand the concept of local and international.

    Question

  • ✨ Asking specifically for the country people want to receive money from, removes cognitive load needed to understand the concept of local and international.

    Question

  • ✨ Asking specifically for the country people want to receive money, removes cognitive load to understand local and international.

    Question

  • ✨ Some account details are more important to customers than others. Those are also the ones changing when receiving internationally.

    Primary details

  • ✨ Some account details are more important to customers than others. Those are also the ones changing when receiving internationally.

    Primary details

  • ✨ Leading with a visualisation helps with understanding context.

    Cards

  • ✨ Leading with a visualisation helps understanding context.

    Cards

🧪 Other hypothesis we tested

During ideation we created a range of different concepts, that we tested to decide which one we want to add to the product.