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UX & UI Design - Shopping Cart Experience

Keybank / XUP Payments - Product 1

About the Product - Work Web Application

XUP Payment was KeyBank’s solution to bring payment devices to small businesses—a one-shop set for getting one’s business up and running. I mentored and guided the UX/UI team in designing platforms to onboard new businesses. The in-branch product was a work-application for the Relationship Managers (bankers).

Business Goal: Empower the Relationship Manager to check out a merchant with financial products.

User Goal: Leverage pre-filled merchant information to apply to multiple financial applications (i.e. loans and business checking accounts).

Needed function:

  1. Pre-filling forms
  2. Automated risk checkpoints
  3. Confirmation of all products being purchased

Problem

The challenge was backend configuration and real-time checkpoints. The application may take longer to connect to the backend and complicated circumstances create a lot of user scenarios. 

Solution

Xup already was building a portal for merchants to manage payments. I design a new workflow within the portal.

1. I mapped out the current user flow.

2. I noted all the user scenes into their own lanes

3. Diogrammed the main data page (start point)

Ideate - Design

Prototype - UI Designs