Optimizing auto-investing for higher engagement and revenue

📱 B2C
🧠 Strategy
🕵🏻UX Resarch
🧪User Testing
✍️ Wireframing
▶️ Prototyping
🎨 UI Design

Saveback used to be one of radicant’s most important revenue-generating programs. It allowed customers to become investors simply by using their card - a behaviour with strong long-term value for both the user and the business.
I led the redesign of SaveBack end-to-end: research, strategy, UX, UI, and collaboration with the PM and engineering. The company had limited analytics capabilities, so we focused on qualitative research, behaviour patterns, and iterative testing to drive decisions.

Document management app displayed on an iPhone screen, showcasing file organization and access features.

Saveback used to be one of radicant’s most important revenue-generating programs. It allowed customers to become investors simply by using their card - a behaviour with strong long-term value for both the user and the business.
I led the redesign of SaveBack end-to-end: research, strategy, UX, UI, and collaboration with the PM and engineering. The company had limited analytics capabilities, so we focused on qualitative research, behaviour patterns, and iterative testing to drive decisions.

Impact

Even without formal analytics, I built a simple evaluation loop using usability testing, quick-understanding checks, and validation workshops across Product, Ops, and Support. This gave us confident, behaviour-based signals about what was working. Users understood the feature much faster

Key Outcomes

‍💡Across five moderated tests, users were able to grasp the idea of SaveBack about 70% faster.

How we measured this:


During testing, we asked users to explain the feature in their own words as soon as they landed on the screen.

  • In the old version, most needed ~45–60 seconds before they could describe it correctly.
  • With the redesign, they could do it in ~15–20 seconds and with far fewer mistakes.

🎤 Users described the new version as:


“Finally clear,” “makes sense instantly,” and “easy enough to start.”

🙋🏻 4 out of 5 participants said they would activate SaveBack after seeing the new model.

  • Even non-investors reported they felt “safe enough to try.”

📄 Teams aligned around one story. Before the redesign, each team had a different explanation of how SaveBack worked. The new mental model created one shared narrative that Product, Marketing, Risk, and Support all adopted.

📞 Client support team confirmed it did reduce recurring questions like:
“Where exactly is my money going?” and “How does this investment thing actually work?”

Ideal Metrics (If Analytics Had Been Implemented)

Activation & Engagement

  • How many people actually turn on SaveBack
  • How quickly they turn it on (fast = they get it)
  • Where they drop off during setup

Financial Signals

  • Average amount saved/invested each month
  • How many non-investors become investors through SaveBack
  • Revenue uplift from active SaveBack users

Contributions

  • Created cross-team alignment: I brought Product, Marketing, Risk, and Operations together around one simple, shared narrative for SaveBack — replacing multiple conflicting explanations with a single, clear mental model. This clarity strengthened both internal confidence and external communication.
  • Led user testing with a structured, evidence-driven approach: Because we lacked analytics for this project, I turned user testing into our primary decision engine. I designed and ran the sessions, measured understanding through real-time explanations, and used these insights to guide design direction. These tests revealed that users understood the feature ~70% faster, which directly informed what we simplified, clarified, and removed.
  • Connected product, design, support, and operations
  • Advocated for a measurable roadmap: Even without tracking in place, I defined the metrics that should have guided the feature - from activation and contribution behaviour to trust indicators. This created a simple, actionable measurement framework that the team could adopt moving forward.

User testing sessions (Comparing old & new flows)

App design layout displayed on a screen, showcasing user interface elements and overall aesthetic.App design layout displayed on a screen, showcasing user interface elements and overall aesthetic.

Invoice Payment From the Document

The app displays various options available for user selection and navigation.

A simple way to find exactly what you need

The app displays various options available for user selection and navigation.