Account Payments
reecetech max app
Would our customers like this functionality?
Quantitative research
Conduct a quick experiment. Used "fake door" method to quickly and cheaply asses if this feature was desirable.
Would it save them time?
Is it worth the investment to build?
Problem
• Customer needs to manually get their credit card and type in the information frequently to pay their account.
• Annoying regular manual task.
• Basic expectation digitally is to have these details saved and more easily accessed through regularly used platforms.
• Customers need to know that their cc information is being saved safely and securely
Customer segments
• Account owners/directors
• Account administrators
• Bookkeepers
• Owners partner
• Procurement Manager
Solution
• Customer can choose to save their credit card information for future use in the account payment flow.
• Customers will be able to update. edit and maintain their cc details.
• Customers can add multiple saved credit card to their user profile which they can toggle between.
• Cards are saved and can be accessed at the user level not the account level.
Results
With a target of 3% of users to click on the link
V1 50.39% of users clicked on the link.
V2 54.11% of users clicked on the link.
The experiment passed
Problem
• Customer needs to manually get their credit card and type in the information frequently to pay their account.
• Annoying regular manual task.
• Basic expectation digitally is to have these details saved and more easily accessed through regularly used platforms.
• Customers need to know that their cc information is being saved safely and securely
Customer segments
• Account owners/directors
• Account administrators
• Bookkeepers
• Owners partner
• Procurement Manager
Solution
• Customer can choose to save their bank details for future use in the account payment flow
• Customers will be able to update. edit and maintain their bank details.
• Customers can add multiple bank details to their user profile which they can toggle between.
• Bank details are saved and can be accessed at the user level not the account level.
Results
With a target of 3% of users to click on the link
V1 55.61% of users clicked on the link.
V2 54.7 % of users clicked on the link.
The experiment passed
Qualitative research
In combination with the quantitative research we also asked questions around saving payment methods in the Rolling study. There has been a combination of responses but adding this functionality would save a good proportion of our customers time and potentially help pay quicker with less stress.
– P5 Account Payments Rolling Study
Save payment method during initial payment flow
How would our customers like to manage their saved payment methods
In progress...
Would our customers like more payment options
In progress...