Redesigning an Enterprise Offer Creation Tool

Brief

This enterprise tool allows banks to configure offers for their cardholders. The tool was outdated and had various usability issues, causing users to call or email in for their offers to be checked by a human. Users had a lot of fear from using the tool, as making the wrong choice could cost them a lot of money.

Our vision was a "set it and forget it" like experience.

Goal: Redesign the tool to make it a self serve tool thereby reducing the amount of customer service requests and increasing users' trust, promoting them to create more offers and get more value out of the loyalty program overall.

Sample marketing for an offer

Results

• The client executive team was very happy with the design and approach. This is the first step in enabling their longer term vision for a usable self service tool enabling smaller financial institutions to be more competitive and bring their card to the top of wallet.
• The new design guided users to create an offer in their own language and mental model rather than the users having to configure 'database' fields
• We iterated on our design until it was very easy to use, and users had much more confidence in creating offers.
• Users had much less fear and were more excited with the final version of the tool