Kasasa
A data-driven UX research process that created an award-winning fintech loan experience
Kasasa, a financial technology (fintech) company based out of Austin, TX
put out a request for proposal which SeaLab was selected for in 2019,
and again in 2021: to support Kasasa and their in-house UX team by
providing expert guidance in not only helping produce work for Kasasa's
product suite, but also in user testing, user experience best practices,
documentation, and design system creation and management.
Problem 1
How can we utilize user testing and a data-driven approach to create
and help Kasasa realize the value of a loan & mortgage payoff
experience that is not just beautiful, but intuitive for their
users?
Problem 2
How to help the Kasasa UX team operationalize design processes,
systems, and documentation without losing momentum on the creation
and management of daily product work requests?
Established an easy to find, user experience research & documentation process.
Kasasa's platform of choice, Confluence, allowed us to build out a
comprehensive, easily searchable, handbook for every project we worked
on. From initial research gathering (usertesting.com interviews,
screen capturing, meetings etc), to explorations and ideation (Miro,
Figma, Confluence, Whiteboard photos), and on to initial and then
final designs (Sketch, InVision, JIRA). The goal of each page was to
both provide quick at-a-glance high level take-aways from each effort
along with in depth access to all work files and iterations.
Alongside user testing and iterating, SeaLab created a comprehensive
style guide documenting the loans experience in detail. This was
pushed from Sketch to InVision (and later ZeroHeight) and shared
widely with development and leadership as the project moved to code.
The styleguide allowed development to implement the solution quickly,
reduced questions, got alignment across the teams, and allowed Kasasa
to maintain the experience long into the future.
Maintained a future-proof design by documenting styles and guidelines in parallel to testing and high-fidelity design creation.
Want to go deeper? Read the full case study.
The Kasasa Loan has helped me so much... Being able to see my loan on the app has also helped me immensely, as I've been able to keep complete track of my finances.
Emilee L.
Kasasa User