Discovery goals
The discovery aims to uncover the current experience of users with the existing Rewards product on the Moniepoint personal app.
Review of current data
https://hera.teamapt.com/dashboard/rewards-hm-?p_Account Opened Period=["Post-Rewards Accounts"]
Customer space breakdown & selection criteria
We broke down personal banking users into three segments:
Segment | Segment Description | Rewards activated (can see rewards section in thier app) | Done a transaction? | Cashed out the rewards? |
|---|---|---|---|---|
Segment A | These users have cashed out rewards | Yes | Yes | Yes |
Segment B | These users have not cashed out rewards | Yes | Yes | No |
Segment C | These users have rewards activated but haven’t done a transaction | Yes | No | No |
Methodology
We sent out a survey using Typeform to the target customers.
Survey Guide
https://docs.google.com/document/d/1TJ3FTf4cJTfqYRIJadL3S2DNZy5Md9nJRp-8ipwtBNI/edit#heading=h.ia6q6ocgegn9
Timeline and resources
Resources required:
Resource | Usage |
|---|---|
Typeform | Survey |
Customer.io | Email comms |
Team members involved
Iwalola Sobowale
Lase Tawak
Ahmed Umar
Sequence of execution
Task | Timeline | Status |
|---|---|---|
Data gathering | 13-16 September 2024 | Done |
Creation of artifacts | 17 September 2024 | Done |
Data analysis | 16-18 September 2024 | In Progress |
Review call and handoff | TBD | Not Started |
Expected outputs
Survey report
OST
Plan the brainstorming session for solutions - TBD
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