Reflection –Visualization

Problem Statement: As a Fintech professional I try to bring exceptional user experience for the products  I bring to our customers. The sample size of our customers includes tech savvy youth and salaried  professionals who possess very fine taste of technology and user experience. In our pursuit to achieve  touch-free and paperless sourcing of Credit Card customers–which was an Industry-first product –we were  having a tough time cracking the implementation plan.

Selection: To overcome this, we started to convert customer journey into images using Visualization as a  tool. We captured visual understanding of various stakeholders involved in the sourcing process and  converted it into a wireframe.

Application: Fintech as an industry, is highly regulated by various govt. regulatory guidelines such as RBI  sourcing & KYC guidelines. To launch a successful contactless sourcing product in the market it was  important to accommodate compliance and regulatory guidelines governing the Credit Card sourcing. We  used Visualization to create images or process flow diagram of various stages such as ‘Consent Capture’,  ‘Credit history check’ ‘KYC’, ‘Address Match’ and ‘QC’. We interacted with multiple stakeholders such as  field agents, frontline sales executives and call-center executives who assist customers at various stages.  Their visualization of various interactions with the customers were very helpful in creating the final  product. We used all such visual inputs and created pages containing all these small processes and stitched  it together to bring a novel product to the market.

Implementation: Visualization came as a handy tool to create a wireframe of the entire customer journey.  Each page was designed with a flow to the next step and previous step, it included basic user interface  design and text verbiages. It also captured the visual essence of various frontline executives who happens  to interact with the customers daily.

Long story short, the wireframe visuals were very useful in creating the final product. In a market where  technology takes the center stage, it is important to provide seamless user experience.

I was awestruck by the content of this course, especially how it explained the use of a simple tool such as  Visualization and how it is effective in dealing with such complex problems.

Thanks!!

Gregory


Reflection – Visualization Problem Statement : As a Fintech professional I try to bring exceptional user experience for the products I bring to our customers . The sample size of our customers includes tech savvy youth and salaried professionals who possess very fine taste of technology and user experience . In our pursuit to achieve touch - free and paperless sourcing of Credit Card customers – which was an Industry - first product – we were having a tough time cracking the implementation plan . Selection : To overcome this , we started to convert customer journey into images using Visualization as a tool . We captured visual understanding of various stakeholders involved in the sourcing process and converted it into a wireframe . Application : Fintech as an industry , is highly regulated by various govt . regulatory guidelines such as RBI sourcing & KYC guidelines . To launch a successful contactless sourcing product in the market it was important to accommodate compliance and regulatory guidelines governing the Credit Card sourcing . We used Visualization to create images or process flow diagram of various stages such as ‘ Consent Capture ’ , ‘ Credit history check ’ ‘ KYC ’ , ‘ Address Match ’ and ‘ QC ’ . We interacted with multiple stakeholders such as field agents , frontline sales executives and call - center executives who assist customers at various stages . Their visualization of various interactions with the customers were very helpful in creating the final product . We used all such visual inputs and created pages containing all these small processes and stitched it together to bring a novel product to the market . Implementation : Visualization came as a handy tool to create a wireframe of the entire customer journey . Each page was designed with a flow to the next step and previous step , it included basic user interface design and text verbiages . It also captured the visual essence of various frontline executives who happens to interact with the customers daily . Long story short , the wireframe visuals were very useful in creating the final product . In a market where technology takes the center stage , it is important to provide seamless user experience . I was awestruck by the content of this course , especially how it explained the use of a simple tool such as Visualization and how it is effective in dealing with such complex problems . Thanks ! ! Gregory