Redwood Credit Union

Redwood Credit Union

Reimagining how Redwood Credit Union members track, cancel, and stay on top of their recurring expenses.

Reimagining how Redwood Credit Union members track, cancel, and stay on top of their recurring expenses.

Product

Subscription Management Feature

Role

UX/UI Designer

UX/UI Designer

UX Research

UX Research

Time

Time

Feb 2025 - April 2025

Feb 2025- April 2025

Overview

Project introduction

Redwood Credit Union is a non profit financial institution serving members across Northern California as an alternative option to mainstream banking. I took on the challenge to make a comprehensive all-in-one subscription and recurring payment management feature that seamlessly fits into their existing website.

Problem statement

The subscription section in Redwood Credit Union’s online dashboard should give members a fast, intuitive way to view, cancel, and get reminders for their recurring charges. The site currently offers no consolidated view or management tools, leaving members unable to control the growing number of modern subscriptions.

1.0 Discovery & Research

Competative analysis

User Interviews

Affinity Mapping

Affinity Mapping

POV’s / HMW’s

POV’s / HMW’s

Competative analysis

Competative analysis

User Personas

User Personas

User Flows

User Flows

Key insights

Key insights

User Interviews

User Interviews

2.0 Define

Project Goals

Project Goals

Solution Generation

Solution Generation

3.0 Develop

Low-Fidelity wireframes

Low-Fidelity wireframes

Mid-Fidelity wireframes

Mid-Fidelity wireframes

Usability testing

Usability testing

4.0 Deliver

Enabling Notifications

Quickly enable reminders for upcoming charges with a single toggle.

Manage Subscription Details & Cancellations
Manage Subscription Details & Cancellations

View detailed history for any subscription and cancel it instantly from the same screen.

View All Subscriptions
View All Subscriptions

Access to categories, icons, and key details and cancelation controls for each active subscription.

View All Subscriptions
View All Subscriptions

Access to categories, icons, and key details and cancelation controls for each active subscription.

Impact
Streamlined Navigation

Users consistently found key pages in under 3 seconds by the final round of testing.

Faster Cancellations

Cut cancellation steps down to two taps, with 100% task completion and zero errors across both testing rounds.

Clarity Through Visuals

Calendar and list views now surface key details at a glance, improving understanding of charges and reducing hesitation.

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