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INSTANT!

treXis 2022

Overview

One-click lending platform initially built for a single client but intended to become a standalone product developed by treXis for financial institutions.

Role

Performed intake and generated initial static and interactive mockups via Figma.

Presented to customer, solicited feedback, and adjusted designs.

Initial Objectives

Design dashboard-like interface for displaying pre-qualified offers to candidates "behind-the-PIN" (i.e., after sign-in).

Use already-known customer information to facilitate one-click agreement for unsecured lending products.

Solution

Establish standard interface inspired by Apple Home app UI that works for multiple lending products at multiple interface sizes to convey key information in a clean and trustworthy way.

Present additional relevant data and evaluative metrics to emphasize that candidate is prequalified and offers are specially selected to ensure that they are financially capable of agreeing to them.

Impact

Design work expanded the client's understanding of the potential of their own concept and helped articulate an iterative approach towards building out a proof-of-concept. The design worked helped to refine requirements and build excitement towards an end-vision of what the product could be.

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