What is Monit?
A fin-tech platform made by Bankers for Bankers.
Giving small business owners confidence, their time back, and more insight into their own business.
Giving bankers leads, and data to make a conversation with their clients.
Research
Design
Iteration
Testing
Monit.
Two Platforms, several integrations, thriving client base.
Monit has two sides, the SMB platform and the Banker admin portal.
Role: UX Designer promoted to Senior UX Designer
Duration: August 2022 - Present
Tools: Adobe Suite; Premier Pro, Indesign, Photoshop, After Effects, Figma, Rotato, Google suite, Disqo.
Company Products
An SMB facing platform that once hooked up to their accounting ledger data or through their bank transaction data can tell the user insights about their business. The main features of this product is business insights, an overview of their key numbers, a cash flow projection graph, event scenario planning and a view of their data against competitors in their area.
A Banker facing platform that can generate lead lists for bankers to follow up on to extend product offers and services to their clients. It can also allow them to view and create lists of clients through the creation of filters to narrow down specific clients for select promotions. The main features within this product is a bank specific dashboard containing metrics of clients enrolled, a detailed client profile, and a list of highly detailed financial insights.
My Responsibilities
Design + Research: Over the course of 3 years, I led the design as their sole designer. Using key design principles such as research, creating flows, wireframes, iterations, low and high functioning prototypes and other mockups. By using these processes, we were able to design and implement features with client feedback creating a more successful product in the long run.
I am a main point of contact for design related matters and due to this I worked cross functionally through the org with other teams such as customer success, sales and engineering. This was fundamental as my role grew, as I was not just working internally, but I was meeting with small and large clients such as TD Bank, Citizens Bank, and Capital One.
Marketing: My role doesn’t end there, I was also in charge of all the marketing documents and assets that the team needed. This includes the creations of dozens of videos that were made to highlight the product for different types of integration and banking partners as well as for the everyday business owner. Along with video creation, I had been maintaining the company website using the tool Webflow and within the past year, I had fully redesigned the website. From wireframes in a figma to translating it to a fully developed running site on Webflow.
Product Ownership: I also own the work done for our theming and branding feature. Once a new banking partner signs with Monit, It is my job to be able to create a white labeled environment of their branding. Through this I communicate with our banking clients to be able to achieve the exact look and feel of the product. This comes down to not just their logos, but colors, fonts and language that lives within Monit.
Projects (To list a few)
Onboarding Revamp
Duration: 2 months
Purpose: To take our rudimentary onboarding experience transform it to allow for more adoption and more knowledge into why users were dropping off.
How: Like all good designs, there were several iterations before this, but how did it come to this?
I had first viewed sessions of users onboarding through gainsight, seeing where they clicked, understanding why they clicked it, why they paused on certain actions and ultimately seeing why they had dropped off. From there, I ran surveys, gathered email feedback from approving banking partners. Was it the legitimacy of the product? Was it that they didn’t have a supporting accounting package? These were the questions.
We found that users would enter their information then come to the select an accounting package page and drop off. We had developed several ideas, some showing every accounting package we can and others allowing for selections such as “My accountant has my login Information”.
Where we ended was somewhere in the middle. We showed our main three packages with a drop down to select other unsupported packages, or we allowed users to select that they use excel, or that they don’t currently have an accounting package. We would collect their email and we solved the problem of not knowing why users were dropping off.
We also solved the problem of uncertainty, users were often worried how long the process was going to take and what type of information they were going to have to send to us. We solved this by implementing a self service guide.
We had originally thought of creating a guide through gainsight, but found that it would be near impossible to keep up with branding and theming each guide as we our client base. So we decided to make an simplified, optional guide that would live on this page.
Final Design: Currently Deployed
Iteration
