Now that we identified 2 insights affecting users, it was time to ideate and propose solutions to them.

Users connect their bank reluctantly. They value the convenience and automation but have fears about security and Wave itself ‒ “Wave is not known/Never heard of you”.

HMW tell users what we do to protect their account?

The current experience when a user lands on the bank connection page is highlighting accounting and insights with a simple, generic line about security.

HMW tell users what we do to protect their account?

Tell how Wave connects to your bank Tell how secure is it Link to Privacy policy

An exploration of being verbose in the type of security we use. We ended up using a line that was more “plain English” after a round of feedback.

HMW explain how transaction import works so • Users don’t delete and reconnect their bank • Users will know why there is no refresh button

A line of description text that explains how the process works. Links to our bank data provider and our help center article for more information. Add a refresh button that gives the user the impression that we went to their bank to look for new transactions. At that time we can surface information about how the process works.