Truv Bridge Redesign

Improving income verification and direct deposit switching.

6

%

Increased conversion rate

2

x

Faster transitions

20

sec

Faster conversion time

RoleLead Product Designer

Team2 Product Designers
4 Engineers

Timeline5 weeks

My contribution
User research
Experience design
Interaction design
Design system

Truv Bridge attracts 100,000 users each month, but there are major drop-offs: only 55% select their employer, 34% submit login credentials, and just 14% complete the process. These problems cause businesses to lose money and clients' trust, often driving them to other solutions. The main issues are a confusing user experience, outdated login flows, and a clunky interface that frustrate users.

I began by collecting feedback from clients, users, and our team. After identifying the biggest issues and defining the project scope, I've researched the best industry solutions and iterated towards perfection.

The first user interaction with Truv starts with search page, where user asked to find their income source. The search bar got more focus, tabs were simplified, the list items were increased in size for easier tapping, and the bottom section was removed due to lack of taps based on data. As a result, 6% more users now select their employer.

The main page, where users sign in to their providers, now features a more streamlined design with enhanced focus on the username and password fields, consistent button placement, unified icon styles, and a cleaner layout, resulting in a more intuitive and user-friendly experience.

Alternative verification methods can significantly enhance user experience, boost conversion rates, and increase Truv adoption among loan officers. However, these products initially lacked attention. I believed each product needed its own distinct brand identity. To promote them, tiles were increased in size, illustrations were added, and items were sorted by conversion rate. We saw a 5% increase in the success rate of users who initially intended to exit the widget.

Additionally, when Truv was embedded in clients' iOS apps, the status bar and navigation bar were cut off due to a black transparent background behind pop-ups. To resolve this, the background color was changed to white. The pop-up was also redesigned as a bottom sheet for easier access and consistency across all modals.

The entire experience was then prototyped to identify critical issues that might arise.

"...Danial operates like a product manager. He takes time to understand user needs. He does his own primary research. He understands the business. All of this shows up in the designs and experiences he creates..."

Kirill Klokov, CEO at Truv

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