— PAN BANK
A digital solution to provide an end-to-end sales experience
Context
Pan Bank is one of the leaders in payroll loans. It’s a product with indirect payment: installments are deducted directly from the borrower’s payroll or benefit, with lower interest rates and up to 30% of the salary. An app was designed for the main sales channel, salespeople who visit potential clients, but it wasn’t performing as expected, so we needed to find the problem and fix it.
In the first five months of 2018, payroll loans for retirees grew 16%, representing R$ 4 billion.
My role
UX Research
Product Design
Poor internet connection and timeouts made salespeople fall back on old tools to close deals, taking notes by hand and entering them in the system later at the store. They weren’t using the app because it lacked features.
So we decided to let them save proposals to handle contingencies during the sale, and to show client information so salespeople would know how to prioritize their time.
