Financial assistant for Alfa-Bank
Financial assistant for Alfa-Bank
Alfa-Bank is one of the largest banks in Russia. To enhance cross-selling of products, the Growth team has planned the launch of a financial assistant that will help clients manage their expenses.
Alfa-Bank is one of the largest banks in Russia. To enhance cross-selling of products, the Growth team has planned the launch of a financial assistant that will help clients manage their expenses.
Year
2022
2022
Team
PM
Designer
UX-researcher
PM
Designer
UX-researcher
Исследования
Interview
Survey
Market research
UX-test
Interview
Survey
Market research
UX-test
My role
Design
Prototypes
Support
Design
Prototypes
Support
Results
Results
I designed the assistant based on real budgeting scenarios. This led to a 13.8% 7-day retention rate shortly after the pilot launch, even with limited functionality. The product proved its value and continued to evolve within the bank's mobile application.
I designed the assistant based on real budgeting scenarios. This led to a 13.8% 7-day retention rate shortly after the pilot launch, even with limited functionality. The product proved its value and continued to evolve within the bank's mobile application.
I designed the assistant based on real budgeting scenarios. This led to a 13.8% 7-day retention rate shortly after the pilot launch, even with limited functionality. The product proved its value and continued to evolve within the bank's mobile application.
Process
Process
We started by studying how people plan their budgets and manage expenses. We conducted 40 interviews and surveyed 5,000 customers of a mobile bank. It became clear that users care not just about seeing expense analytics but also about making decisions and achieving financial goals.
We started by studying how people plan their budgets and manage expenses. We conducted 40 interviews and surveyed 5,000 customers of a mobile bank. It became clear that users care not just about seeing expense analytics but also about making decisions and achieving financial goals.
We started by studying how people plan their budgets and manage expenses. We conducted 40 interviews and surveyed 5,000 customers of a mobile bank. It became clear that users care not just about seeing expense analytics but also about making decisions and achieving financial goals.
My contribution
My contribution
My contribution
job stories, IA
job stories, IA
job stories, IA
competitive analysis
competitive analysis
competitive analysis
production-ready design for iOS and Android
production-ready design for iOS and Android
production-ready design for iOS and Android
prototypes for tests
prototypes for tests
component documentation in design system
component documentation in design system
component documentation in design system
development consulting and quality control
development consulting and quality control
development consulting and quality control
Solutions
Solutions
It is important for users to understand what they can buy and how it will affect their budget. For some, this means not going into the red, while for others — accumulating comfortably while controlling expenses.
I built the main screen as a dashboard with a focus on the remaining balance after all planned expenses, as this is exactly the part of the budget where the user has to make decisions.
It is important for users to understand what they can buy and how it will affect their budget. For some, this means not going into the red, while for others — accumulating comfortably while controlling expenses.
I built the main screen as a dashboard with a focus on the remaining balance after all planned expenses, as this is exactly the part of the budget where the user has to make decisions.
It is important for users to understand what they can buy and how it will affect their budget. For some, this means not going into the red, while for others — accumulating comfortably while controlling expenses.
I built the main screen as a dashboard with a focus on the remaining balance after all planned expenses, as this is exactly the part of the budget where the user has to make decisions.
How people calculate their budget:
Income
→
Planned expenditures
→
Remaining money
Remaining money
How people calculate their budget:
Income
→
Planned expenditures
→
Remaining money
How people calculate their budget:
Income
→
Planned expenditures
→
Remaining money
Decision-making area
Decision-making area
Decision-making area
Главный экран
Upon the first launch, we introduce the user to the purpose of the assistant, explain where the numbers come from, and offer to adjust them in order to show the most valuable result.
Upon the first launch, we introduce the user to the purpose of the assistant, explain where the numbers come from, and offer to adjust them in order to show the most valuable result.
Upon the first launch, we introduce the user to the purpose of the assistant, explain where the numbers come from, and offer to adjust them in order to show the most valuable result.
Главный экран
Depending on expenses, the user may either accumulate savings or face a deficit. Accumulated money can be transferred to a separate account or spent this month, while in the case of a deficit, expenses should be reduced.
Depending on expenses, the user may either accumulate savings or face a deficit. Accumulated money can be transferred to a separate account or spent this month, while in the case of a deficit, expenses should be reduced.
Depending on expenses, the user may either accumulate savings or face a deficit. Accumulated money can be transferred to a separate account or spent this month, while in the case of a deficit, expenses should be reduced.
Pockets
Pockets
A user can set aside money for known expenses—mandatory payments, a doctor's visit, or a gift. Pockets help prevent spending these funds on everyday expenses.
A user can set aside money for known expenses—mandatory payments, a doctor's visit, or a gift. Pockets help prevent spending these funds on everyday expenses.
A user can set aside money for known expenses—mandatory payments, a doctor's visit, or a gift. Pockets help prevent spending these funds on everyday expenses.
Analytics
Analytics
Free balance helps make decisions, and analytics help understand why there is more or less money.
Free balance helps make decisions, and analytics help understand why there is more or less money.
Free balance helps make decisions, and analytics help understand why there is more or less money.
Team feedback
Team feedback
Slava is the most experienced and outstanding designer I’ve had the chance to work with. He doesn’t just create stunning UI — he turns ideas into a crystal-clear product. His work on the personal financial assistant for bank clients exceeded our expectations in both quality and speed.
CPO in Alfa-bank
Slava is the most experienced and outstanding designer I’ve had the chance to work with. He doesn’t just create stunning UI — he turns ideas into a crystal-clear product. His work on the personal financial assistant for bank clients exceeded our expectations in both quality and speed.
CPO in Alfa-bank
I worked with Slava on payment features, including automatic payments, templates, and subscriptions for receiving invoices. He demonstrated a strong sense of ownership and delivered high-quality work, conducting thorough competitor analysis and proposing well-optimized solutions. The project was successfully completed on time.
PO in Alfa-bank
I worked with Slava on payment features, including automatic payments, templates, and subscriptions for receiving invoices. He demonstrated a strong sense of ownership and delivered high-quality work, conducting thorough competitor analysis and proposing well-optimized solutions. The project was successfully completed on time.
PO in Alfa-bank
