Research

Given the limited timeframe of less than one week and the constraints on conducting surveys or interviews, our research approach will rely on existing data sources and information provided by stakeholders during previous meetings. We aim to gather relevant insights to inform the design and development of the Bancos Brazil website.

Research Goals:

• Understanding User Needs: Gain insights into the specific needs and preferences of users seeking information on bank services and fees, loan calculations, branch locations, and FGTS balance checks.
• Competitive Analysis: Analyze existing financial services websites in the Brazilian market to identify best practices, features, and design elements that can be incorporated into Bancos Brazil.
• Data Verification: Confirm the accuracy of the information shared by stakeholders during meetings, ensuring that it aligns with the latest data available.
• Security Requirements:Identify and validate security requirements and protocols necessary for secure financial operations on the website.

Assumptions:

• Rely on information provided by stakeholders during meetings as the primary source of domain knowledge.
• Assume limited access to company data and no Google Analytics for user behavior insights.
• Acknowledge the unavailability of user interviews due to time constraints and company policies

Methodologies:

• Desk Research: Conduct extensive desk research to gather existing data and insights related to bank services, fees, loan calculations, branch locations, and FGTS balances. This will include reviewing publicly available information, financial reports, and government websites.
• Competitor Analysis: Analyse the websites of key competitors and financial institutions in Brazil to identify design patterns, features, and content that resonate with users.
• Data Verification: Cross-reference the information provided by stakeholders in meetings with publicly available data to ensure accuracy and relevance.
• Security Best Practices: Research and compile security best practices for online financial services, relying on trusted sources such as industry guidelines and cybersecurity experts' recommendations.

Given the time constraints and the nature of the research, these methodologies are chosen to maximize the use of existing data sources and ensure that the project stays on track within the specified timeline.This research approach focuses on making the most of the data and insights available to create an effective and user-centric design for the Joinzap Dashboard. The integration of external inspiration from Dribbble will be instrumental in creating a visually appealing and engaging interface.

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Primary Research:

In this project, primary research is limited due to constraints that prevent the use of surveys, interviews, or direct user interactions. Therefore, the primary research component primarily revolves around gathering data from publicly available sources and analyzing the information provided by the stakeholders during meetings.

Proto Persona:

In the absence of direct user research, a proto persona can be created based on assumptions and general knowledge about the target audience. A proto persona is a semi-fictional representation of a user based on assumptions, and it helps guide the design and development process when user data is limited. Keep in mind that this proto persona should be considered a placeholder until more accurate user data becomes available in the future.

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Matriz CSD (Certainties, Suppositions, and Doubts):

These Certainties, Suppositions, and Doubts provide a structured overview of what is known, assumed, and uncertain in the Bancos Brazil project, helping to guide decision-making and risk management throughout the project's lifecycle

UI Breakthrough

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1. Home Page

• Clean and Informative: The home page features a clean, uncluttered design with a prominent search bar for users to quickly find information about bank services and fees.
• Visual Hierarchy: Key sections like “Bank Services,” “Loan Calculator,” “Branch Locator,” and “FGTS Balance” are presented with clear visuals and concise descriptions, ensuring users can navigate with ease.
• Dynamic Feed: A dynamic feed showcases the latest updates on interest rates and financial news, keeping users informed about the banking industry.

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2. Calculadora (Calculator)

• Intuitive Tools: The calculator page boasts an intuitive design with various financial tools, such as loan calculators, savings calculators, and currency converters.
• Interactive Sliders: Users can adjust loan parameters, savings goals, or currency values using interactive sliders, providing a real-time view of how changes affect outcomes.
• Graphical Representations: Graphs and charts visually display results, making complex financial calculations easier to understand.

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3. Find Bank Page

• Effortless Search: The "Find Bank" page simplifies branch location with a user-friendly search feature. Users can input their location, and the website offers a list of nearby banks and branches.
• Filtering Options: Users can filter results by specific services offered at each branch, streamlining their search.

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4. Score Page

• Credit Score Checker: The "Score" page provides a tool for users to check their credit score instantly.
• Personalized Recommendations: Based on their credit score, users receive personalized recommendations for financial products such as credit cards, loans, or mortgages.

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5. FGTS Page

• Secure Login: The FGTS page offers a secure login feature where users can check their FGTS balance with confidence.
• Real-Time Balance: Users receive instant access to their FGTS balance, along with a transaction history for reference.

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Summary

Throughout the development of the Bancos Brazil website, several key lessons were learned, contributing to the project's success and providing valuable insights for future endeavours.

Key Takeaways

• Prioritizing user needs and preferences is crucial in user-centred design.
• Relying solely on publicly available data can be limiting, and it's important to consider potential data gaps.
• Robust security measures are essential, especially in financial applications.
• An iterative development approach, based on user feedback, is significant for long-term success.
• Effective collaboration and clear communication among team members is essential.

Conclusion:

The Bancos Brazil project has demonstrated the significance of meeting user needs and ensuring data security in the financial sector. Despite not conducting user surveys or interviews, the project successfully utilized existing data and stakeholder insights.

The project achieved a breakthrough in user interface design, focusing on a visually appealing and user-friendly approach that embodies clarity, interactivity, and convenience. This design aligns with the aim of providing valuable financial information and tools to Brazilian users.

As the project progresses, it should continue to incorporate user feedback and adapt to evolving market demands. It must also maintain strong security measures to build and maintain user trust.