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NextPay: Mobile-First Disbursal

Problem

Small business employees relying on legacy, manual processes to access salary advances and personal loans.

Solution

A mobile ecosystem enabling seamless application and tracking of salary advances and personal loans.

Impact
2-Week Sprint
Rapid Fintech Delivery
Role

Senior UI/UX Researcher

01 — Research

Understanding MSME Needs

Conducted rapid concept testing and user interviews with micro, small, and medium enterprise employees to map financial access pain points and existing workarounds.

Finding A

Manual Process Friction

Employees submitted loan requests via paper forms or informal chat messages, causing delays of 3–7 business days for approval.

Finding B

Lack of Status Visibility

No way to track disbursement status, forcing repeated follow-ups with HR and creating anxiety around approvals.

Finding C

Security Concerns

Users expressed distrust of biometric-only authentication, citing device-sharing scenarios common in low-income households.

Finding D

Low Financial Literacy Baseline

Many users had never used a digital lending product, requiring onboarding that explained terms in plain, local language.

02 — Design

Key Design Decisions

Security

Fallback Biometrics

Designed fallback biometric layers beyond Face ID to accommodate device-sharing and older hardware.

UX Pattern

Progress Tracker

E-commerce-style top-to-bottom progress tracker to communicate loan application status at a glance.

Language

Plain Filipino Copy

Financial terms translated into plain, everyday Filipino to reduce comprehension friction.

NDA Note: Specific UI screens have been abstracted into structural diagrams to demonstrate improvements without revealing sensitive IP.
03 — Results

Final Analysis

A

Delivered in 2-Week Sprint

Full mobile prototype and research package — including user flows, concept test findings, and design rationale — delivered within a rapid two-week engagement.

B

Inclusive Authentication

Fallback biometric system designed and validated with users who shared devices, ensuring the product remained accessible to the broadest MSME employee base.

C

Reduced Process Complexity

Replaced multi-step manual HR processes with a self-serve mobile flow, dramatically reducing time-to-disbursement and HR administrative burden.