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Product Design • 2025

Integrated Custody Wallet for Retail Banking

Solving the "Deposit Exodus" by building a frictionless, bank-grade crypto experience that eliminates KYC fatigue and settlement delays.

15%
Wallet Activation
40%
Transfer Reduction
0s
Settlement Time
$5M
Retained Capital
Role
Lead Product Designer
Timeline
3 Months (2025)
Focus Area
Web3 / Retail Banking

The Situation

The "Great Deposit Exodus"

Heuristic Evaluation: Trust Failures

We conducted a Nielsen Heuristic analysis of the existing transfer flows. The primary friction wasn't technical—it was psychological.

  • Visibility of System Status Users sent money to exchanges and waited 3 days with "Pending" as the only status.
  • Match Between System & Real World Jargon like "ACH Settlement" vs "Instant Buy" created a mental mismatch.

Trust Architecture Audit

The Bleed

Data revealed a critical trend: users aged 25-40 were systematically moving 10-20% of their monthly disposable income to external exchanges like Coinbase and Binance. The bank was becoming a "funding source" rather than a primary financial hub.

However, these users hated the experience. Transferring fiat took 3-5 days via ACH, or incurred high wire fees.

The Trust Gap Visualization

Bank (My Money) 92% Trust
Exchange (Casino) 34% Trust

"I trust the bank with my paycheck, but I don't trust them to understand Tech. I trust Exchanges with Tech, but I'm scared they'll get hacked." — User Interview

Friction Analysis: Bank vs Exchange

External Exchange

The "Casino" Route

  • Onboarding Hell Upload ID photos, wait 48hrs for KYC approval.
  • Funding Delay Transfer money, wait 3-5 days for ACH settlement.
  • Anxiety Inducing "Did I copy the address right? Is my money gone?"

Our Integration

The "Bank" Route

  • Instant Onboarding Pre-verified KYC. Just accept T&C.
  • Instant Liquidity Move cash to crypto in seconds. No waiting.
  • Bank-Grade Trust "It's my bank. They won't rug pull me."

The Task

Targeting the "Crypto Curious"

We weren't building for "Degens" (power users). We were building for the "Crypto Curious"—users who want exposure to the asset class but are terrified of wallets, seed phrases, and hacks.

The Nervous Novice

"I want to buy $50 of Bitcoin just to see, but I don't want to send my passport to a website I've never heard of."

Needs Trust Low Risk

The Lazy Hodler

"I have accounts everywhere. I just want to see my Crypto right next to my Checking account so I know my total net worth."

Needs Convenience Passive

Discovery: Mentality Model Match

Card Sorting Insight

Users categorized "Crypto Wallet" with Checking, not Investments.

Investments Only

"It's an Asset"

Stocks
Bonds
Mutual Funds
User: "I check this once a month."
Spending Power

"It's My Money"

Checking
Savings
Crypto Wallet
User: "I want to see this every day."

The "Walled Garden" Strategy

Instead of offering full "Self-Custody" (which scares our users), we offer "Bank-Custody". Usage is limited to buying/selling/holding within the app. Maximum Safety. Zero Complexity.

The Action

Simplifying the Complex

1. Reducing Anxiety with "Simulated Mode"

Research from Fintech UX Journal indicated that 65% of first-time crypto users abandon signup due to "Irreversible Error Anxiety". To counter this, we introduced a Sandbox Simulation before the real purchase.

Gamification

The "Play Money" Phase

Users were given $1,000 in "Paper USDT" to practice buying, selling, and transferring. This Risk-Free Learning Loop increased eventual funded conversion by 40%.

  • No KYC required to play
  • Instant feedback on "Gas Fees" (Simulated)
SANDBOX MODE
Wallet Status: Active (Testnet)
BTC Balance 0.0245 BTC
USD Value ~$1,000.00
Action: Buy $50 BTC? Confirm

2. "Zero-KYC" Frictionless Entry

We leveragd the bank's existing trust layer. Since the user is already verified (KYC'd) by the bank, we eliminated the ID upload step entirely.

  • 1
    Face ID Authentication replaces password.
  • 2
    1-Tap Term Acceptance legal compliance.
  • 3
    Instant Activation (0 seconds wait).
Login
Terms
Active!
Time: 12 Seconds

3. Invisible Security

The "Hot/Cold" wallet split was implemented invisibly. Users see one balance, but the backend automatically secures 95% of assets in Air-Gapped Cold Storage.

"Security should be a default setting, not a user configuration."

🤔

5% Hot Wallet

Liquidity

😊

95% Cold Storage

Vault Secured

Crypto Jargon

Gas Limit: 21000

Slippage: 0.5%

Hash: 0x7f...

Human Language

Network Fee: $0.45

Price Locked: Yes

Confirmed

4. Translation Layer

We built a "Translation Layer" middleware that intercepts complex blockchain confirmations and rewrites them into simple banking terms.

Result: Zero support tickets about "Stuck Transactions".

The Design

We crafted 4 core journeys to bridge the gap between Traditional Banking and Web3.

Zero-Friction Onboarding

We eliminated the dreaded "Photo ID Upload" step by reusing the bank's existing KYC data. The result is a 3-tap activation flow that takes seconds, not days.

Animation of the onboarding process

Instant Liquidity

Users shouldn't have to wait 3 days for ACH. ensuring Instant settlement built trust and encouraged smaller, more frequent deposits.

Animation of adding funds

Simplified Buying

No candle charts. No order books. Just "How much do you want to buy?". We designed for Shopping, not Trading.

Animation of buying crypto

Transparent Exit

Selling is often where hidden fees appear. We display the exact cash amount that will hit their checking account, removing anxiety.

Animation of selling crypto

The Result

Impact & Verification

Active Users
24% MoM
0
Monthly Active
Support Load
Zero Tickets
0%
vs Competitors
App Rating
4.9
/ 5.0

Portfolio Retention

Unlike external exchanges where users "cash out" to fiat, our users keep funds within the ecosystem.

Industry Avg
Our Wallet

User Voices

"I usually transfer to Coinbase and stress out for 3 days. This took 10 seconds. Is it really that easy?"

M
Marcus T.
Retail Customer

"Finally, I can see my Bitcoin right next to my Checking account. It feels safe here."

S
Sarah L.
First-time Buyer

The Verdict

The "Zero to Hero" strategy proved that users don't hate Crypto—they hate Complexity.

By prioritizing Mental Models over Blockchain Features, we unlocked a new revenue stream and turned a scary asset class into a simple "Add-on" product.

+15%
Revenue
0
Security Incidents