Stef Pi

Whatsapp India payments

Metafintech Team
February 2021 – May 2022

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Unlock payments for SMBs (30M users) in India under the constraints of a time to market strategy by collaborating with core team and a 3rd party payments aggregator to design an experience that is secure, trustworthy, and convenient.

Role

Unlock payments for SMBs (30M users) in India under the constraints of a time to market strategy by collaborating with core team and a 3rd party payments aggregator to design an experience that is secure, trustworthy, and convenient.

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components

"Logging in as" is a security issue

Because Liquid is a small startup within a larger startup, we naturally inherited a lot of things from the larger TripActions organization. “Logging in as” was a workaround feature that TripActions implemented in order to make changes to a customer account. This was a feature that was a huge security issue—there was no way to know exactly who made what changes because it looked like it was all coming from the customer!

After much convincing for those who held the the “log in as” feature near and dear to their hearts, we decided to implement customer settings into the Control Panel. This would not only give us all the features “log in as” had, but also additional controls internally.

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.
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consumer Payments on wA BR
novi x whatsapp
2020
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integration of Novi wallet into WhatsApp payments
Liquid control panel
2020
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System for customer funding, information, and settings
Affirmgo
2018
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Optimized checkout experience for low AOV purchases
Affirm edu modals
2019
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Upfunnel messaging for
new-to-Affirm users
preemptive indicators
2017
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Scan all inbound emails to identify targeted attacks
Finance & Business planning
2020
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Resource management solutions
tripactions policies
2020
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core policies for Tripaction's payments product
Integrated checkout
2019
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Creating an upfunnel checkout option and increasing conversion
Checkout experiments
2019
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Experiments to improve
Affirm’s checkout experience
Mailstream reporting
2016
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A weekly report identifying suspicious activities