PC Financial
Financial Services, Banking
President’s Choice Financial is a financial services company in Canada. They offers banking services such as savings accounts, chequing accounts, credit cards, mortgages, and personal loans.
The Challenge
PC Financial faced several challenges in gathering timely and actionable user feedback:
- Speed of results:Â The team needed quick results, allowing them to rapidly report to stakeholders.
- Concept Validation: Assessing the viability of new concepts and ideas before investing significant resources in development.
- Prototype Feedback: Obtaining early-stage feedback on prototypes to identify usability issues and improve designs.
The Outcome
The PlaybookUX platform helps PC Financial reach participants that were previously inaccessible. The ability to use different modes of tests based on what they’re looking to achieve has been a game changer – such as tree testing and card sorting for navigation and categorization, as well as user feedback through moderated and unmoderated testing.
PC Financial uses PlaybookUX to conduct pulse checks on new concepts and ideas, and get feedback on prototypes. To dig deeper, the team conducts user interviews with usability testing to gather feedback on existing user experiences within their digital platform.
With PlaybookUX, the PC Financial team can now conduct research and testing faster than ever before. The team is able to gather feedback within a few hours, so they can iterate on ideas quickly. Each month the team completes on average 15+ tests to get feedback on early concepts and designs. This makes it easier to get stakeholder and business buy-in and support for their recommendations.
Our team is now able to conduct research and testing faster than before. Each month we’re able to launch on average 15+ tests to get feedback on our early concepts and designs, including content we present – making it easier for us to get stakeholder and business buy-in and support in our recommendations.
Claudine Limtingco
Product Design Lead