Truv Bridge
Improving income verification and direct deposit switching.
Truv Bridge
Improving income verification and direct deposit switching.
Truv Bridge
Improving income verification and direct deposit switching.
0%
0%
Increased CR
Increased
CR
0x
0x
Faster transitions
Faster
transitions
0 sec
0 sec
Faster conversion time
Faster
conversion time
Role
Senior Product Designer
Team
2 Product Designers
3 Engineers
My contribution
User research
Experience design
Interaction design
Design system
Timeline
5 weeks
Role
Senior Product Designer
Team
2 Product Designers
3 Engineers
My contribution
User research
Experience design
Interaction design
Design system
Timeline
5 weeks
Role
Senior Product Designer
Team
2 Product Designers
3 Engineers
My contribution
User research
Experience design
Interaction design
Design system
Timeline
5 weeks
Truv Bridge is a drop-in module that lets users securely connect their payroll and bank accounts to verify income for mortgages or switch direct deposits. It handles employer searches, authentication, and MFA across all web and mobile platforms.
Goal
Improve Truv Bridge conversion by streamlining authentication, building user trust, and simplifying payroll provider discovery.
My role
I led the project from initiation to launch, collaborating with a another designer and aligning with executive stakeholders.
Truv Bridge is a drop-in module that lets users securely connect their payroll and bank accounts to verify income for mortgages or switch direct deposits. It handles employer searches, authentication, and MFA across all web and mobile platforms.
Goal
Improve Truv Bridge conversion by streamlining authentication, building user trust, and simplifying payroll provider discovery.
My role
I led the project from initiation to launch, collaborating with a another designer and aligning with executive stakeholders.
Truv Bridge is a drop-in module that lets users securely connect their payroll and bank accounts to verify income for mortgages or switch direct deposits. It handles employer searches, authentication, and MFA across all web and mobile platforms.
Goal
Improve Truv Bridge conversion by streamlining authentication, building user trust, and simplifying payroll provider discovery.
My role
I led the project from initiation to launch, collaborating with a another designer and aligning with executive stakeholders.
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
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.
Before
After
Search page
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.
Before
After
Search page
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.
Before
After
Login
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.
Before
After
Login
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.
Before
After
Login
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.
Before
After
Alternative methods
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.
Before
After
Alternative methods
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.
Before
After
Alternative methods
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.
Before
After
Large payroll providers
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.
Before
After
Large payroll providers
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.
Before
After
Large payroll providers
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.
Before
After
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
0%
0%
Increased CR
Increased
CR
0x
0x
Faster transitions
Faster transitions
0sec
0sec
Faster conversion time
Faster conversion time
