Truv Bridge

Improving income verification and direct deposit switching.

0%

Increased CR

0x

Faster transitions

0sec

Faster conversion time

Role

Senior Product Designer and Manager

Team

1 Product Designer
3 Engineers

My contribution

User research
Experience design
Interaction design
Design system

Timeline

5 weeks

Role

Senior Product Designer and Manager

Team

1 Product Designer
3 Engineers

My contribution

User research
Experience design
Interaction design
Design system

Timeline

5 weeks

Role

Senior Product Designer and Manager

Team

1 Product Designer
3 Engineers

My contribution

User research
Experience design
Interaction design
Design system

Timeline

5 weeks

Existing problems

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 caused Truv to lose revenue 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 The main issues are a confusing user experience, outdated login flows, and a clunky interface that frustrate users.

Existing problems

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 caused Truv to lose revenue 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 The main issues are a confusing user experience, outdated login flows, and a clunky interface that frustrate users.

Existing problems

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 caused Truv to lose revenue 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 The main issues are a confusing user experience, outdated login flows, and a clunky interface that frustrate users.

Search page

Before

After

The first user interaction with Truv starts with home 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 from home page.

Search page

Before

After

The first user interaction with Truv starts with home 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 from home page.

Search page

Before

After

The first user interaction with Truv starts with home 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 from home page.

Login

Before

After

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.

Login

Before

After

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.

Login

Before

After

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 methods

Before

After

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.

Alternative methods

Before

After

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.

Alternative methods

Before

After

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.

Large payroll providers

Before

After

80% of users log into 6 major payroll providers, but the existing flows for these providers were not optimized and didn't provided unique guidance. I compared the interfaces of each provider with Truv Bridge UX and enhanced the login experience to make it more recognizable for users. For example, Truv Bridge now accommodates the header and subheader, adjusts the input field lengths, and considers any existing actions.

Large payroll providers

Before

After

80% of users log into 6 major payroll providers, but the existing flows for these providers were not optimized and didn't provided unique guidance. I compared the interfaces of each provider with Truv Bridge UX and enhanced the login experience to make it more recognizable for users. For example, Truv Bridge now accommodates the header and subheader, adjusts the input field lengths, and considers any existing actions.

Large payroll providers

Before

After

80% of users log into 6 major payroll providers, but the existing flows for these providers were not optimized and didn't provided unique guidance. I compared the interfaces of each provider with Truv Bridge UX and enhanced the login experience to make it more recognizable for users. For example, Truv Bridge now accommodates the header and subheader, adjusts the input field lengths, and considers any existing actions.

Accessibility

To enhance accessibility for enterprise clients, we have improved color contrasts, element sizes, and text readability across Truv Bridge to meet WCAG 2.1 standards. I collaborated closely with engineers to balance requirements and visual appeal.

Accessibility

To enhance accessibility for enterprise clients, we have improved color contrasts, element sizes, and text readability across Truv Bridge to meet WCAG 2.1 standards. I collaborated closely with engineers to balance requirements and visual appeal.

Accessibility

To enhance accessibility for enterprise clients, we have improved color contrasts, element sizes, and text readability across Truv Bridge to meet WCAG 2.1 standards. I collaborated closely with engineers to balance requirements and visual appeal.

Outcomes

The Truv Bridge redesign improved user experience and key metrics, including a 6% increase of conversion rate. Streamlined designs halved transition times and reduced conversion time by 20 seconds, while employer selection rose by 6%. These changes created a smoother, more intuitive experience, enhancing user trust and retention.

Outcomes

The Truv Bridge redesign improved user experience and key metrics, including a 6% increase of conversion rate. Streamlined designs halved transition times and reduced conversion time by 20 seconds, while employer selection rose by 6%. These changes created a smoother, more intuitive experience, enhancing user trust and retention.

Outcomes

The Truv Bridge redesign improved user experience and key metrics, including a 6% increase of conversion rate. Streamlined designs halved transition times and reduced conversion time by 20 seconds, while employer selection rose by 6%. These changes created a smoother, more intuitive experience, enhancing user trust and retention.

“Danial 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

0x

Increased CR

0x

Faster transitions

0sec

Faster conversion time