First-of-its-kind B2B Digital Financial Wellness Prototype

Overview_

This credit union wanted to capture a greater share of the B2B banking market.  

  • Euvic developed a concept for a cutting-edge B2B financial wellness app packed with personalized financial guidance, gamified rewards, and seamless integration with employee benefits.  
  • In just six months, Euvic’s Dream Team delivered a sleek, high-fidelity app ready for production. 

Client_

This credit union is a full-service not-for-profit financial institution that offers competitive deposit & loan products along with member services. The credit union has more than 17,000 members and offers access to 30,000 ATMs nationwide..

Industry

Banking

Country

USA

Challenge_

Businesses have more banking options than ever. This credit union needed to differentiate itself among its region’s businesses by delivering a unique and captivating solution.  

  • Leadership recognized a market opportunity if they were to expand their B2B offerings, making them the credit union of choice for a new market category. 
  • Leadership had a vision for their new market solution, but did not have the internal experience, skills, or capacity to design and develop an enterprise fintech application.  
  • If the credit union could deliver a B2B financial wellness application, they would create a unique value proposition that fueled growth. 
UX design
money
financial results

Solution_

Euvic was brought in to help this client visualize a differentiating mobile experience that could attract B2B customers.  

Leveraging expertise in research, UX/UI design, business analysis, gamification, and testing, Euvic proposed a personalized financial guidance application that businesses could extend to their employees.  

  • Understanding the industry: Euvic conducted thorough industry assessments, surveyed target customers, and developed key personas to guide the app’s design and development.   
  • Customer Journey Mapping: By analyzing specific user scenarios, Euvic identified weak points in the user experience and streamlined the design with a detailed journey mapping strategy.   
  • Gamification for Engagement: To boost engagement, Euvic introduced gamification features like recognition badges, monetary rewards, non-profit donations, discounts, and unexpected gifts.  
  • Customizable UX & UI Design: The design team created a white-label option that adhered to iOS guidelines, while also offering customizable elements to align with each client’s brand.  
  • High-fidelity prototypes: Euvic delivered more than 400 interactive screens with seamless user flows, from structure to micro-animations, ensuring a top-notch experience.   

The Dream Team_

Euvic assigned a dream team with deep experience in banking, finance, and user experience. The team included: 

Lead product designer, Project manager, Business analyst 

Result_

Speed: The mobile B2B fintech application prototype was delivered in just six months, ready for the credit union to move into production and testing if they elected to do so.    

Customer Insights: Working with Euvic enabled the credit union to better understand its customers and expand its B2B market strategy.  

Savings: This work was delivered without expanding their internal technology team or infrastructure while saving as much as 45% compared to onshore rates. 

Better Decisions: The high fidelity prototype helped the credit union to more fully understand the project’s complexity and required investment, which supported quality decision making.  

Discover more