Communication app in financial institution
LeapXpert is an omnichannel communication platform giving companies in banking institution the ability to monitor, record and own all communication activities between account manager and clients with integration to multiple third-party communication platforms. One of the selling points of LeapXpert is a chat app with a high-security level with integrates WeChat, WhatsApp, Line, and other social chat apps.
As a UI/UX designer, I led an end-to-end experience for this project by discovering problem-to-solution validation with other 2 UI/UX Designers.
Design Process
01. Problem Discovery
Uncover user challenges through research and collaboration.
01. Problem Discovery
Uncover user challenges through research and collaboration.
01
Problem Discovery
01 - Initial Problems
Unsecured communication platforms like WhatsApp, Wechat, so on pose significant regulatory and security risks for financial institutions.
Security Breaches: Inadequate security measures may lead to data breaches, legal consequences, and loss of trust from clients.
Poor User Experience: A subpar user experience could result in frustration, decreased adoption rates, and loss of customers.
Lack of Scalability: Insufficient scalability may cause performance issues, downtime, and missed business opportunities.
02 - How did we know the problem
01 - Initial Problems
Unsecured communication platforms like WhatsApp, Wechat, so on pose significant regulatory and security risks for financial institutions.
Security Breaches: Inadequate security measures may lead to data breaches, legal consequences, and loss of trust from clients.
Poor User Experience: A subpar user experience could result in frustration, decreased adoption rates, and loss of customers.
Lack of Scalability: Insufficient scalability may cause performance issues, downtime, and missed business opportunities.
02 - How did we know the problem
01 - Initial Problems
Unsecured communication platforms like WhatsApp, Wechat, so on pose significant regulatory and security risks for financial institutions.
Security Breaches: Inadequate security measures may lead to data breaches, legal consequences, and loss of trust from clients.
Poor User Experience: A subpar user experience could result in frustration, decreased adoption rates, and loss of customers.
Lack of Scalability: Insufficient scalability may cause performance issues, downtime, and missed business opportunities.
02 - How did we know the problem
02
Problem Definition
01 - Who we solve the problem for
LeapXpert empowers account managers in banks and financial institutions, streamlining their workflow and enhancing client relationships.
02 - Pain Points
03 - Job to be done
01 - Who we solve the problem for
LeapXpert empowers account managers in banks and financial institutions, streamlining their workflow and enhancing client relationships.
02 - Pain Points
03 - Job to be done
01 - Who we solve the problem for
LeapXpert empowers account managers in banks and financial institutions, streamlining their workflow and enhancing client relationships.
02 - Pain Points
03 - Job to be done
03
Solution Discovery
I spearheaded the exploration and design of solutions, facilitating internal reviews with C-levels to gather feedback and iterate on concepts.
Centralized chat management system within the LeapXpert
Integrate popular messaging platforms like WhatsApp, Viber, and Line directly into LeapXpert. This allows account managers to:
Create group chats with clients within their circle directly from LeapXpert, without requiring clients to join the platform.
Explore options for direct messaging within LeapXpert alongside the integrated platforms, offering an additional communication channel to clients who prefer it.
All communication remains within the secure environment of LeapXpert, ensuring compliance with data privacy regulations and organizational security protocols.
Account Manager can monitor and record communication, ensuring adherence to internal communication policies and mitigating potential risks.
Centralized chat management system within the LeapXpert
Integrate popular messaging platforms like WhatsApp, Viber, and Line directly into LeapXpert. This allows account managers to:
Create group chats with clients within their circle directly from LeapXpert, without requiring clients to join the platform.
Explore options for direct messaging within LeapXpert alongside the integrated platforms, offering an additional communication channel to clients who prefer it.
All communication remains within the secure environment of LeapXpert, ensuring compliance with data privacy regulations and organizational security protocols.
Account Manager can monitor and record communication, ensuring adherence to internal communication policies and mitigating potential risks.
Centralized chat management system within the LeapXpert
Integrate popular messaging platforms like WhatsApp, Viber, and Line directly into LeapXpert. This allows account managers to:
Create group chats with clients within their circle directly from LeapXpert, without requiring clients to join the platform.
Explore options for direct messaging within LeapXpert alongside the integrated platforms, offering an additional communication channel to clients who prefer it.
All communication remains within the secure environment of LeapXpert, ensuring compliance with data privacy regulations and organizational security protocols.
Account Manager can monitor and record communication, ensuring adherence to internal communication policies and mitigating potential risks.
Send a stock info
Account managers can leverage a stock lookup function integrated with a reliable financial data feed to search for and share details of specific stocks directly within the chat window.
Account manager can view real-time price updates, to help clients informed decisions about buying or selling stocks without leaving the conversation. This streamlines the investment process and empowers clients to act upon market opportunities promptly.
Send a stock info
Account managers can leverage a stock lookup function integrated with a reliable financial data feed to search for and share details of specific stocks directly within the chat window.
Account manager can view real-time price updates, to help clients informed decisions about buying or selling stocks without leaving the conversation. This streamlines the investment process and empowers clients to act upon market opportunities promptly.
Send a stock info
Account managers can leverage a stock lookup function integrated with a reliable financial data feed to search for and share details of specific stocks directly within the chat window.
Account manager can view real-time price updates, to help clients informed decisions about buying or selling stocks without leaving the conversation. This streamlines the investment process and empowers clients to act upon market opportunities promptly.
All shared information and order placement activities adhere to relevant regulations and internal risk management protocols. This ensures client protection and safeguards against potential risks associated with investment decisions..
All shared information and order placement activities adhere to relevant regulations and internal risk management protocols. This ensures client protection and safeguards against potential risks associated with investment decisions..
All shared information and order placement activities adhere to relevant regulations and internal risk management protocols. This ensures client protection and safeguards against potential risks associated with investment decisions..
Contact
Integrate data from various sources, including account information from different platforms (WhatsApp, Viber, Line, etc.). Present all information in a single, organized view for easy access and reference.
Access a complete chronological record of all chat interactions with specific clients, regardless of the platform used (WhatsApp, Viber, Line, etc.).
View timestamps, message content, and sender information for each interaction, providing a detailed picture of communication history.
Contact
Integrate data from various sources, including account information from different platforms (WhatsApp, Viber, Line, etc.). Present all information in a single, organized view for easy access and reference.
Access a complete chronological record of all chat interactions with specific clients, regardless of the platform used (WhatsApp, Viber, Line, etc.).
View timestamps, message content, and sender information for each interaction, providing a detailed picture of communication history.
Contact
Integrate data from various sources, including account information from different platforms (WhatsApp, Viber, Line, etc.). Present all information in a single, organized view for easy access and reference.
Access a complete chronological record of all chat interactions with specific clients, regardless of the platform used (WhatsApp, Viber, Line, etc.).
View timestamps, message content, and sender information for each interaction, providing a detailed picture of communication history.
Dashboard
Implement a comprehensive "Dashboard" feature within LeapXpert, offering account managers the following functionalities:
Integrate comprehensive market data feeds displaying relevant market trends, news, and economic indicators.
Empower account managers to leverage this information for informed investment recommendations and personalized client communication.
Dashboard
Implement a comprehensive "Dashboard" feature within LeapXpert, offering account managers the following functionalities:
Integrate comprehensive market data feeds displaying relevant market trends, news, and economic indicators.
Empower account managers to leverage this information for informed investment recommendations and personalized client communication.
Developed and Implemented Design System
Recognizing the importance of developer collaboration, I actively engaged with the development team by integrating the design system into Fullstory. This ensured developers had easy access to the system's components and documentation, promoting efficient implementation and reducing the risk of inconsistencies.
Developed and Implemented Design System
Recognizing the importance of developer collaboration, I actively engaged with the development team by integrating the design system into Fullstory. This ensured developers had easy access to the system's components and documentation, promoting efficient implementation and reducing the risk of inconsistencies.
More visual Design work can be found here
04
Solution Validation
Research Planning
In the kick-off meeting, we focused on the segmentation which helped us learn more about our target market, the way to set the KPIs, what are the main test tasks, and the responsibilities of each member.
Prepare For Test
Launch The Test
Analyzing Usability Testing insights
Research Planning
In the kick-off meeting, we focused on the segmentation which helped us learn more about our target market, the way to set the KPIs, what are the main test tasks, and the responsibilities of each member.
Prepare For Test
Launch The Test
Analyzing Usability Testing insights
Research Planning
In the kick-off meeting, we focused on the segmentation which helped us learn more about our target market, the way to set the KPIs, what are the main test tasks, and the responsibilities of each member.
Prepare For Test
Launch The Test
Analyzing Usability Testing insights
Let's work together
I'm open for project discussions, enhancing your online presence, or tackling UX/UI design challenges. Feel free to contact me at nguyenphuctuongvan@gmail.com to explore the next opportunity, or connect with me on...
Let's work together
I'm open for project discussions, enhancing your online presence, or tackling UX/UI design challenges. Feel free to contact me at nguyenphuctuongvan@gmail.com to explore the next opportunity, or connect with me on...
Let's work together
I'm open for project discussions, enhancing your online presence, or tackling UX/UI design challenges. Feel free to contact me at nguyenphuctuongvan@gmail.com to explore the next opportunity, or connect with me on...
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