Why wait for months to receive your well-deserved tax refund when you've diligently paid all your taxes? We believed people shouldn't have to wait at all. That's why our mission was to expedite the process and get users' money back to them as soon as possible.
EXPERIENCE PRINCIPLES
Instant
Get the refund in just a few minutes.
Boundless
Users should spend their money however they want.
Seamless
Spend as little added effort as possible.
INDUSTRY
Fintech
ROLE
Lead Product Designer
YEAR
2021
TEAM SIZE
10+
Challenge
The dream was clear but the journey to achieve it was filled with complexity from every angle: technical intricacies, business limitations, user experience nuances, navigating financial institutions, and so much more. While it seemed daunting, especially since no one else was offering a similar feature, after validating demand through a simple fake door experiment, we tackled the challenge head-on, exploring every possible avenue to make it a reality.
Role
In my role as Lead Designer, I analyzed insights and data to develop a Product Vision to set the ambition of a great user experience. This vision was then translated into manageable, measurable deliverables to validate assumptions and drive product iteration. I ran various workshops, did wireframing and prototyping and conducted user research consistently. Collaborating closely with stakeholders, I ensured that our business goals always prioritized user needs and addressed pain points.
Solution
Instant refunds became a reality within a few months. We chose a gradual rollout to meticulously test and ensure the functionality of our product. Initially, we offered users only half of the refund, but through multiple iterations, we succeeded in providing eligible users with their full refund within minutes. However, after nearly two years of service, we discontinued the feature as we realized it wasn't the optimal time for such a service. Nonetheless, we gained valuable insights from this experience, and perhaps one day instant refunds will make a return.
2'
Minutes to get refund
+13.2%
Opt-in increase
+2.4%
E2E CVR increase
PROCESS
Special thank you to my team and sparring partners Tim, Hernan, Juanito, Ellen, Will, Sonia, Kathrin, Maco, Fran, Jose and so many more.