Stef Pi

Novi x Whatsapp

Metafintech Team
October 2021 – January 2022

iphone 13 pro max phone displaying novi bank connection screen

Expand reach of payments by driving the integration of Novi within WhatsApp, allowing ~2 billion people to send money without incurring fees. Cross-team and cross-org collaboration to help define product requirements, align with leadership on product vision, and drive cross functional team to launch.

Role

Expand reach of payments by driving the integration of Novi within WhatsApp, allowing ~2 billion people to send money without incurring fees. Cross-team and cross-org collaboration to help define product requirements, align with leadership on product vision, and drive cross functional team to launch.

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DEFINING GOALS & MEASURING SUCCESS

A control panel for all customer activity of TripActions Liquid for internal teams.

After I scoped user and business problems, I defined goals and presented what we would build to tackle the problem.

The main goals we focused on were:

  • Automate customer funding process, creating a single platform that would monitor customer health.
  • Be able to onboard a large amount of customers quickly and easily.
components

A cohesive customer directory

Before Control Panel, the operations team would go through many different tools to ensure customer health. This was a major painpoint in their workflow, and took a massive amount of piecing together information.

company listing

The company directory section of the Control Panel allows the team to see customer health at a glance. Are their funds low? Has their bank account been verified? Do they need to change account owners? All this information would be accessible through the company listing.

This relieved the operations team of having to go searching for information, and piecing everything together.

Whatsapp Brazil
2021
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consumer Payments on wA BR
Liquid control panel
2020
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System for customer funding, information, and settings
Affirmgo
2018
iphone 13 pro max displaying affirmgo checkout screen
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Optimized checkout experience for low AOV purchases
Affirm edu modals
2019
macbook pro displaying affirm's educational modal
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Upfunnel messaging for
new-to-Affirm users
preemptive indicators
2017
macbook pro displaying area 1 preemptive indicators product
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Scan all inbound emails to identify targeted attacks
Finance & Business planning
2020
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Resource management solutions
Whatsapp india
2021
google pixel 2 displaying whatsapp india payments value props
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onboarding with TPP for
whatsapp india payments
tripactions policies
2020
macbook pro displaying tripactions policies mockups
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core policies for Tripaction's payments product
Integrated checkout
2019
macbook pro displaying affirm integrated checkout mockup
icon of affirm's logo
Creating an upfunnel checkout option and increasing conversion
Checkout experiments
2019
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icon of affirm's logo
Experiments to improve
Affirm’s checkout experience
Mailstream reporting
2016
iphone 13 pro max displaying mockup of area 1 email reporting
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A weekly report identifying suspicious activities