UI/UX Testing and Plugin Refinements for Fintech Innovation

Technology Stack

PHP
MySQL
HTML5
CSS3
Jira

The Client

The insurance comparison platform offers an array of Fintech services and solutions. It displays hundreds of insurance quotes for various products like cars, homes, bikes, vans, travel, taxis, etc. Multiple insurance quotes for different products make it easier for people to compare policies better. Users can fill in a website form with their product details to get quotes from top insurers before selecting the policy that best suits their budget.

The Challenge

Even though the website’s older UI had a few enlisted insurers and the Fintech provider was getting customer response, it wasn’t getting the kind of traction he had hoped for. Realizing this, he decided to give the UI a significant overhaul.

The Fintech client wanted to migrate everything from the old UI to a new UI. Although he got his in-house team to handle the migration work, he needed someone to test the UI elements. He wanted a technology partner who had a passion for detail. He was looking for a partner who could QC UI designs of a huge number of page layouts without missing the minutest error. This is where they got in touch with Capital Numbers for help.

Apart from engaging us to get their UI testing done, the client also wanted us to add more insurers to their new UI. Since the existing website enlisted only a handful of insurers, it led to fewer listing fees or lower commissions. So, the client wanted to increase the listing of insurers, maximize listing fees, and broaden insurance options.

The Solution

Capital Numbers started working with the client’s team to begin the UI testing process. The client would raise tickets for various subsystems or insurance pages on Jira, and our QA team would begin assessing those subsystems and fixing UI issues for each. The type of UI issues we would fix included the following:

We had to position graphical elements correctly. We had to organize several buttons and bullet points. We needed to label some of the visual objects. We had to remove incorrect paragraph spacing. We needed to eliminate overlapping images. We also had to fix typographical errors.

A lot of these defects required code changes. Some needed skillful configurations. We had to get everything adjusted with HTML5/CSS3 elements to ensure there were no UI/UX issues.

We had to fix defects for multiple subsystems or insurance pages, for example, cars, homes, shops, salons, offices, and more. Our QA team would engage in daily scrum meetings to meet the client’s needs.

Like the above process, the client’s team would raise master tickets on Jira for our PHP engineers to add new insurer data like call center timings, phone numbers, etc. We would also create plugins to fetch data directly from the insurer company APIs. We would fetch some insurer data from the Jira requests and the rest (e.g., policy premiums, etc.) from the company APIs.

This way, we would continue to expand the insurer list. The scalable MySQL-powered database helped us get better control over the workflow even as the insurer lists grew.

Results

At the end of two years of UI testing and backend PHP work, the website underwent a sea change in performance and design intuitiveness. Visitors like staying on the website longer because of increased insurer options and better navigation.

Capital Numbers’ hard work has resulted in the following impressive outcomes:

60+ Subsystems Fixed

We fixed UI defects for 60+ subsystems out of the website's 130 subsystems or page categories.

Full-fledged Testing Done

We performed full-fledged testing for subsystems like:

Health
Home
Car
Restaurant
Shop
Energy
Minibus
Taxi Fleet
Office
Bike
Travel
Pet
Salon
Sports
Truck
Courier
Commercial Property
Farm Vehicle

Etc.

Web Controls & Visual Defects Corrected

By getting into the core of each subsystem, we fixed usability issues related to:

Fonts, colors, and styles
Menus, lists, and bullet points
CTAs and damaged links
Forms and fields
Image qualities
Alignments

Cross-browser Compatibility Checked

Our QA experts also tested each subsystem across screens and browsers:

Google Chrome
Microsoft Edge
Mozilla Firefox
Apple Mac
iOS
Android

30+ Insurers Added

Apart from fixing UI defects, we increased the number of listed insurers from three to 30+ for several pages.

50+ White Label Partners Added

We also increased the number of listed white-label partners from five to 50+ for many pages.

Revenues Maximized

Our client now earns better commissions from the newly-added insurers and white-label partners.

Conversions Improved

Our client also attracts more conversions by offering more insurance options to people.

Partnership Extended

Happy with our work, the client decided to extend our partnership, engaging us to add more insurers to this platform to scale it even further.

Insurance Comparison Enhanced

Our PHP experts, therefore, work on this platform as we speak, adding more insurer details for customers to compare policies better.

User Base Increased

Because of our UI/UX testing and PHP work, the platform is more enhanced than before. Almost all the insurer information we add gets enlisted to the new UI. The new UI, as a result, has more insurers, bringing in more revenues to the client. The new UI, free from all errors, also attracts a growing user base that the client had always hoped for.