Research
Service Design
UX Design
UI Design

Overview

Mega bank is a prestigious bank in Taiwan for its profession of financial management. Also, it has established for almost 50 years and has accumulated thousands of regular customers all around the world.
However, as technology innovate rapidly, there are several banks in Taiwan started to develop digital products, which aim at freshmen and youth ( people with relatively lower savings). This trending has profoundly affected the Mega bank's business in recent years.
To expand the range of business and customers' average ages, Megabank entrusts us to propose a new brand and a unique product that brings them unexpected possibilities.

Service / Website Design
Concept Development
UX Research
Brand / Character Design
Lead UI Designer
Sep 2018 — Oct 2018

Project Goal

A brand-new product that can create new possibilities

To seek out new opportunities in the current market, we have to discover the potential target customers and generate a specific marketing strategy to attract them. Also, we would build up an entire brand image for Mega bank, and launch a digital product to help customers manage their wealth efficiently.

Create
Brand's Personality

Expand
Brand Image

Generate
Marketing Strategy

Position
Target Customers

Strategy Research

'' What kind of Financial Product can help us manage fortune ? ''

Mega Bank needs to find out the possibility in the current market.
The first step we need to do is confirm target customers and analyze their investment tendency.

STEP 00

Research Progress

STEP 01

Analyze Marketing Status

'' The Millennials'', people aged 19-39 (born between 1980 and 2000), are regarded as the significant power in the next generation. It is divided into two groups based on their financial status. However, the current financial market primarily focuses on Low Investment Group, and the marketing strategy is Small-Amount Investment.

STEP 02

Position Target Customer

H.E.N.R.Y. is a relatively flexible group in the current financial market. Most of the brands still ignore this group as potential customers because H.E.N.R.Y are relatively more cautious about their financial management situation. To find out what kind of strategy can indeed attract them, we survey to collect fundamental data.

The H.E.N.R.Y

High Earner, Not Rich Yet.
  • The market of Digital Banks has not saturated
  • The original Pay transfer in Mega Bank
  • Aged 25 - 40
  • Total Asset: 500 thousand - 3 million
STEP 03

Interview & Persona

We also interviewed 15 people who are defined as HENRY to know more about their investment situation and generate a persona to describe their personalities.

STEP 04

Requirement Analysis

Base on the interviews, we divided the customers into four different groups to find out their requirements.
It made all the pain points more precise, and it can also assist us in focusing on users' needs.

STEP 05

Solution

Above all the data and results above, we develop four ways to attract HENRY to try out the new product

Motivate

Provide examples and Lower the standards to attract customers

Realize

Produce differentiation to impress users

Attract

Digitize advantages and evaluate customers'
self-conditions

Guide

Provide knowledge and tell customers that small amount also can make a vast fortune

Service Design

Brand Design

Because MegaBee is a brand-new product for the financial market,
we hope the brand character may become the most significant impression of all the customers.

Character Design

To promote the new product, there must be a character that can express the brand value and represent a brand image of its product. So we design ''Mega Bee'' as a helper of all the customers, which provides professional information and support costumers to reach their goals.

UI Guideline

People who belong to H.E.N.R.Y have various personalities, but the unique visual system easily attracts most of them. We developed illustrations that are friendly than typical bank image, but not as childish as the current digital products, which aim at lower age groups.

Wireframe

We aim at creating a brand that people can simply know it and obtain feelings of warmth and trust. Thus, we made the layout more clear but enchanting. We hope experiencing this product is more like enjoying a story tale instead of reading financial rules with just several pictures.

Landing Page

Inner Page

The inner pages provide users' detail financial information and analyze their financial situation.
By visualizing the complicated contents, it can motivate users to review their progress more frequently.