L o a d i n g
Phone :

Via Request

Address :

Cardiff, UK

01 Introduction

Cabot's goal was to become a leader in financial support throughout the UK, helping people take their first and final steps towards financial recovery. The foundation of the application was a budget planner feature that helped people consolidate and manage all their accounts.

  • Discovery & Insights Workshops
  • Information Architecture and User flows
  • Wireframing and user testing
  • Design system and UI design

02 The problem

Struggling with an offshore digital team, Cabot found their original offering to not only be undesirable but also broken and unusable. Research showed that people expected their portal in-hand and

  • Offshore team
  • Poor execution
  • Lack of trust
  • Inadequate guidance

03 Research

During the research and discovery phase, a range of UX research activities were conducted with stakeholders and users to gain valuable insights into the needs, goals, and frustrations of Cabot Finance's offering. Activities that were employed:

  • User Interviews
  • Usability Testing
  • Contextual Inquiry
  • Surveys and Questionnaires

4. Design Process

Carrying out integral activities for the design process. From Design thinking to iterating on UI.

  • 1 Ideation & sketching

    Divergent Thinking, Potential layouts & Design Thinking

  • 2 Visual design

    Design system setup, high-fi mockups & Prototyping

  • 3 Iteration cycling

    Deciding whether we pivot or persevere

05 User testing and feedback

To validate and refine the design solution, user testing sessions were conducted using Optimal Workshop, a user research and testing platform. The methodology involved selecting a representative group of participants who matched the target audience profile. They were given specific tasks to perform while interacting with the redesigned offering.

  • Test script writing
  • Tree-jacking
  • Chalkmarking

Achieve Financial Recovery.

It's our mission to help each and every customer to financial recovery. We help thousands of customers take their first step to help them manage their accounts.

  • iOS Application
  • Android Application
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