New journey, smoother checkout
Designed a new end-to-end Pix payment journey for Efí Bank’s e-commerce product, improving user experience and expanding billing options.
Year
2025
Duration
6 weeks
Role
Product designer
Overview
Efí Bank (formerly Gerencianet) is a Brazilian digital bank and financial technology (Fintech).
Problem statement
Pix is the most popular payment method in Brazil. Our payment link didn't offer this option.
Best experience
Provide the best experience with Pix by including it among the available payment options.
Mapping
Priority order
At the end of the research, make it clear about the priority order
for software engineering teams
to start work.
Deliver a report
First steps
To kick off the project, I ensured alignment with existing initiatives and analyzed customer feedback to uncover real needs around Pix-based charges. I conducted benchmarking to identify best practices, and used the CSD matrix to validate assumptions. Mapping affected user flows helped define the scope of changes, and the Impact/Effort Matrix guided prioritization for implementation.
Ideation process
Deliverables (web, tablet and mobile)
Products Payment Link, Payment Buttons, API System (Dev.Efi Pay), Payment screen and Management screen.
Key Learnings & Insights
• Documenting everything—from dates to decisions—proved valuable, especially during team transitions. Early alignment with tech leads and PMs helped clarify the delivery path.
• What seemed simple at first became a platform-wide change, showing the need for upfront analysis. Since Pix is a major product, understanding impacted teams was crucial.
• Weekly syncs with the Pix team ensured smooth collaboration. Prioritizing with leadership allowed faster delivery of the most critical features.
