C1 Digest

Preparing a digital pilot to increase engagement and retention with travel card users

I led the design discovery, definition and prototyping for this visual summary of curated transaction data, packaged in a way that encourages customers to share it to their social media networks.

Problem Credit Card statements and analytics tools fail to address the experiential part of spending money, and finance is still considered a taboo subject.

Goal Our customers never read their monthly statements, so the goal was to give customers a way to see their spend data in a visually interesting format that they can instantly share. Is this a viable way to increase engagement, retention for upmarket customers?

I was product Design lead and Creative director over the entire Digest effort, and co-pilot to my Product Manager who led the business side. We share credit for concept to pilot phase of this project, with some help with research and final prototypes.

Alas our efforts were thwarted by Covid 19 and travel in the US came to a virtual standstill. It was the right call to postpone the pilot, any data collected would have been inconclusive.

Nevertheless, this is a fascinating attempt to find more elegant ways to humanize banking with design.