All projects
Client
Imobanco · fintech
Year
2025
Role
UX/UI Designer
Goal
Faster, more reliable financial flows

Fewer clicks in a component used all day long

  • Session analysis (Hotjar)
  • Benchmark
  • Hypothesis
  • Handoff
  • Controlled rollout
  • −48%clicks per selection
  • 11 s → 5 sto complete the selection
  • 37%faster on the first interaction
  • GradualTargeted validation, then across the whole platform
New contact selector on Imobanco's Make a Transfer screen, with the highlights: −48% clicks to select a contact, from 11 s to 5 s to complete the selection and 37% faster on the first interaction.

Imobanco is used by entrepreneurs who, at certain times of the month, make dozens of transactions in a row. The contact and wallet selector, present in almost all of them, required up to 6 clicks, scrolling in two directions and had duplicate search fields.

The problem was silent. No one on the team analyzed usage behavior, so these frictions only surfaced at critical moments, when someone called support. Before proposing the solution, I had to show the need existed.

  1. 01 · InvisibleThe friction only reached the team when it became a support ticket.
  2. 02 · EvidenceReal sessions on Hotjar (11 to 20 s per selection, up to 30 min to learn) and a benchmark of market patterns.
  3. 03 · PriorityWith the data, the team accepted the need and the controlled rollout.

In a financial product, every friction in a critical flow becomes a risk of errors, support tickets and churn. Replacing the component across the whole platform at once would be faster, but risky, so I proposed launching in one feature first, measuring, and only then scaling.

Alternative

All at once

It offered

  • Immediate consistency across the whole platform.

Why it didn't fit

  • A mistake in a critical financial flow would affect every user at the same time.
Chosen

One feature first

What we gained

  • Real evidence before scaling.
  • Risk contained to a single flow.
  • Data for the team to decide to invest in scaling.

What we gave up

  • For a while, the platform lived with two selector patterns.

We replaced the modal with a searchable dropdown: field, search and selection in the same place. The task dropped from 6 to 2 clicks and from 11 to 5 seconds.

BeforeThe old modal, in real use: scrolling in two directions and a duplicate search.
AfterThe new selector: search and select in the same field.
Before6 steps · up to 6 clicks · 11 to 20 s= one click
  1. Início
  2. Field
  3. Search
  4. Find
  5. Scroll down
  6. Scroll sideways
  7. Select
  8. Fim

After3 steps · 2 clicks · 5 s
  1. Início
  2. Field
  3. Search
  4. Select
  5. Fim
  6. −4 clicks · −6 s per selection
Selector handoff with the Default, Active and Error states and numbered rules.
Handoff: Default, Active and Error states, with numbered rules for development.

Decisions

Every decision came from data

DecisionA searchable dropdown instead of the modalWhy?
PremiseFewer steps, less effort
What we sawIn the Hotjar sessions, the modal required up to 6 clicks and scrolling in two directions.
DecisionA single search fieldWhy?
PremiseTwo searches on the same screen are confusing
What we sawThe old modal duplicated the search field, and people hesitated over which one to use.
DecisionLaunch in one feature before scalingWhy?
PremiseIn financial flows, mistakes are costly
What we sawWe validated with real users before rolling the pattern out across the platform.
DecisionHandoff with states, rules and tokensWhy?
PremiseA pattern only scales if it's implemented the same way everywhere
What we sawI involved engineering from the start and documented every state of the component.

Where we are

  1. DoneDiagnosis on Hotjar
  2. DoneHypothesis and benchmark
  3. DoneLaunch in one feature
  4. DoneValidation with users
  5. DoneScaling to the whole platform

Learnings

  • Watching real sessions showed the problem more precisely than any opinion: the user's job was to make several transfers in a row, without friction.
  • Involving engineering from the start and documenting every state ensured the pattern scaled the same way across the whole platform.

Shall we talk?

I like turning ideas into simple experiences. If you want to talk about design, research or opportunities, I'd love to hear from you.

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