Optimizing costs with self-service

context

meutudo is a fintech specializing in payroll loans, offering personalized financial solutions.


The company faced a customer experience challenge: many clients preferred to access the product through the support team. With a total customer base of over 3 million, the support team became overwhelmed despite lean processes. This led to high operational costs and inconsistent service quality under heavy demand.

ROLE

Product Designer | UX/UI Designer

TIMEline

1.5 months

Activities

Data analysis

Flowchart

Visual Design

PrototypingValidation

context

meutudo is a fintech specializing in payroll loans, offering personalized financial solutions.


The company faced a customer experience challenge: many clients preferred to access the product through the support team. With a total customer base of over 3 million, the support team became overwhelmed despite lean processes. This led to high operational costs and inconsistent service quality under heavy demand.

ROLE

Product Designer | UX/UI Designer

TIMEline

5 months

Activities

Data analysis

Flowchart

Visual Design

Prototyping
Validation

PROBLEM SPACE

Customers don’t need to contact customer service all the time.

The biggest doubts of customers can be resolved without the need to contact the customer service team.

The company’s cost to service our client was so high and we have too many contacts on chat and whatsapp.

Most of the commentaries on the app stores was about your time to answer the customer on the chat support.

Many of the customers like to contract the services via chat overhelming the customer support team.

Our user experience (measure with CSAT and app rate) was far below the standards set by the company.

OBJECTIVES

Garantee that customers could self service in the chat with small doubts or little actions.

Reduce the quantity of contact rate and the cost of service on our app chat and whatsapp

process

Timeline

The design process starts analysing the customer tickets, difining the chat principles and starts creating the flowchart, prototyping and testing

Chat principles

Before starting the project, it is important to define the pillars that will guide the construction and evolution of the chat so that it can accompany the company's growth with scale and efficiency.

01

Seamless Engagement

Create fluid and integrated interactions across all touchpoints, ensuring a consistent experience.

02

Self-Service Empowerment

Create fluid and integrated interactions across all touchpoints, ensuring a consistent experience.

03

Scalable Support

Create fluid and integrated interactions across all touchpoints, ensuring a consistent experience.

Userflow

The most valuable stage of this project is the construction of the flows, at this moment we build all the flows of doubts and actions to help our client

Style and components

Defining styles is the moment when we ensure that the chat will have the company's image and that it is unmistakable, in addition to guaranteeing good usability and consistent feedback for the customer.

Interactions

For this product, interactions are essential to demonstrate how the customer will navigate the resolution of their problem.

results

-70%

contact rate

Before the project we had 200,000 contacts per month, after the implementation, this number become 60,000/month.

-7mi BRL

operational cost/month

The project reduce the operational cost in R$7mi per month (R$84mi per year). So we could invest in other technologies to improve our experience.

-93%

time to be served

Before the project, our customers had to wait 1 hour and 50 minutes to be served. After that number dropped to 8 minutes.

thanks for your time

Get in touch

If you like the project, feel free to contact me. Let’s talk :)

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thanks for your time

Get in touch

If you like the project, feel free to contact me. Let’s talk :)