Work

Hi, I’m Simon, a product designer with focus on user experience and interaction design based in Toronto. I currently work at Tangerine.

Tangerine onboarding

Overview

At Tangerine, I've led design for the Client experience with a focus on growth, activation and growing number of strategical campaign projects such as Chequing, Saving, Mortgage, Investment and so on. Collaborating closely with PM, CS (Creative Service) Leads, French, UAT, Research and various cross functional teams across Tangerine, I lead UX and UI design for our Campaign and Products. The goal is to provide the best digital experience for people become more financially secure through better budgeting and personalized insights. Throughout learnings from our multiple experiments, we ensure to create delightful experiences with empathy for users.

Upcoming: 2 products (Working in progress)
Current product/campaigns: Chequing, Mortage, Investment, Saving, Ways to bank

Responsibilities
Design Strategy
Visual & UX design
User Experience
UI Design
User Experience
User Flow Mapping
Qualitative Research
Quantitative Research
Prototyping

Team
1 CS Director
1 Senior Digital Manager
1 Product Designer
2 Project Manager
5 CS Leads & Specialist
3 Frontend Developer
1 Analytic Team
1 Backend Engineer
1 QA & UAT

 

Ways to Bank Redesign

Overview
On this project, we redesigned the Ways to Bank for an enhancement. Before users weren't getting any information about the current new features after the refresh new design. For the time being, we made some enhancements on the page and clear information about the digital banking.

Process
Working with strategy team, CS Lead and other stakeholders, we gathered the research and insights before the design process. My main responsibility was to provide the IA, wireframes and prototypes for the redesign, ensuring that the new design works cohesively across different user scenarios.

Challenges & Learnings
Working with the copies was a bit challenging – since it wasn't very UX focus. Especially, when it comes to mobile, it created a lot of scrolling for users to look through the information.

Responsibilities
UX Mapping
Wireframing
Prototyping
Creative Assets

Team
1 Senior Digital Manager
1 Product Designer
1 CS Leads & Specialist
1 Analytic Team
1 Frontend Developer
1 QA & UAT

waystobank_mobile.png

User Flow

ways_to_bank_flow.png

Sketches

waystobank_sketch.jpg

Creative asset used

Waystobank_features.png
waystobank_desktop.png
 

Chequing Campaign

Overview
We've launched a new campaign for prospects to Tangerine Chequing Account by giving $100 Bonus to their account.

Process
Collaborating with strategy team and CS Lead, we created its journey flow and based on the flow - I worked on the wireframes and prototypes to provide the visuals to share with the stakeholders. During the development, we ensured that all CTA buttons are being tracked for the performance of the page, so we could eliminate confusion towards task completion from the learnings.

Challenges & Learnings
Because we had a limited support from IT during the development and also given by a short timeline, we won't be able to provide a full continuous journey to the secure page through the promotion. From accessibility standpoint, we haven't fully made it (between AA and AAA) since it can reflect on the global design system change.

Responsibilities
UX Mapping
Wireframing
Prototyping
Social Creative Assets

Team
1 Senior Digital Manager
1 Product Designer
1 Social Media
1 CS Leads & Specialist
1 Analytic Team
1 Frontend Developer
1 QA & UAT

CHQ_gif1.gif

Campaign Strategy & User Flow

chq_flow.png

OOH Advertisement

CHQ_creative1.jpg
 

Mortgage Campaign

Overview
With this launch of a mortgage campaign, we needed to target both prospects and Clients.

Process
Similarly, I collaborated with the strategy team and CS lead on this campaign and I provided the information architecture, wireframes, and prototypes for the activation. I also had to support the creative assets to support the experience as well.

Challenges & Learnings
We had a small AB testing about the hierarchy on the page. Based on the data, we found out that people had more engaging clicks and hovering when they saw the offer at the top instead of the value proposition. Another point, I wanted to raise is that there isn't any values in having the animating transition between the titles.

Responsibilities
UX & IA Mapping
Wireframing
Prototyping
Social Creative Assets
Animating GIF

Team
1 Senior Digital Manager
1 Product Designer
1 CS Leads & Specialist
1 Analytic Team
1 Frontend Developer
1 QA & UAT

Tangerine_Mortgage.gif
Mortgage_overview.png

Campaign Strategy & User Flow

mortgage_wide.png

Email Promo Newsletters in English and French

Mortgage_SecondEmailBanner_EN.gif
Mortgage_SecondEmailBanner_FR.gif

Insight Cards in secure site

insightcards_desktop.png
 

Investment Product

Overview
I led design for enhancing the product page by adding the dynamic investment calculator and social contents for more insights to users. After the launch, I've worked on couple of the campaigns (cross-sell and up-sell) and helped with implementing the iFrame of the social content survey (The Great Investment Voyage) to Forward Thinking Blog page. On the survey page, we wanted to ensure that users can have the continuous experience through either getting in touch with the advisors, sharing the post, or learning more about the product – instead of getting trapped in the survey pages.

Process
There were many stakeholders I worked with throughout this project. I collaborated with the CS lead and developers closely and during the concept stage, we had about 3-4 iteration of different interactive ideations. With each iteration, we gathered many feedback as we could to shape the next design with the focus on ease of use and eliminating confusion towards task completion.

Challenges & Learnings
One of the feedback that we had was there were too much copies to digest on the content. We didn't have a good UX writings in order to engage more clicks from users. With the Investment area, we would need to ensure that the writings are concise and easy for everyones to understand – especially for the immigrants.

Responsibilities
UX & IA Mapping
Wireframing
Prototyping
Social Creative Assets

Team
1 Senior Digital Manager
1 Client Experience Team
1 Content Team
1 Product Designer
1 CS Leads & Specialist
1 Analytic Team
1 Frontend Developer
1 QA & UAT

Investment_product.png

Overall Flow

investment_flow.png

Content Survey iFrame Implementation

FT_survey.png
FT_investment2.png

Insight Cards in secure site - Activation

Investment_insightcards.png

One of Sketches

Investment_sketch.jpg
 

Saving Campaign

Overview
A similar type of the Chequing campaign, it was to drive more acquisition through this launch.

Process
On this project, we had to rush this out to finish and the time was very sensitive during the process. Working closely with the CS lead, I designed from start to finish based on the resources I was given.

Challenges & Learnings
Of course the time was very tough for getting it done, but we managed it anyways. Again, we wanted to ensure that messaging is clear and concise throughout the pages.

Responsibilities
UX & IA Mapping
Wireframing
Prototyping
Social Creative Assets

Team
1 Senior Digital Manager
1 Content Team
1 Product Designer
1 CS Leads & Specialist
1 Analytic Team
1 Frontend Developer
1 QA & UAT

Saving_screen.png

A quick sketch

NCO_sketch.jpg

Email Promo Newsletters in English and French

Saving_eBanner_EN.gif
Saving_eBanner_FR.gif

Forward Thinking Blogs for the campaign

ForwardThinking_Resources.png
articles-carousel.gif

A quick concept for navigating through the articles when it's on mobile

It's always a challenge when there are too many scrolling on mobile screen from usability standpoint.