Sparbankens youth app
Transcription
Sparbankens youth app
Sparbankens youth app Flows and functions of the youth app © Sparbanken Sparbanken’s mobile app for youth customers • • • • • • • • • • © Sparbanken Sparbanken’s app for youth customers is available for customers under the age of 18. Main functionality in the app is Financial overview – see balance on accounts Transfers - Allows the user to make a transfer between the user’s own accounts. Load phone card – Allows the user to top-up phone cards. Calculators - The calculators allows the user to make simple calculations on spendings and savings. Wordlist & Tips – Gives the user help on economical terms and private economy tips especially for youth. Find us – Contains phone numbers to the bank, possibility to search for ATM’s and branches and access to Sparbanken’s Facebook customer service wall Settings – Contains settings for the app. Help – Gives the user help around the usage of the app (FAQ and tutorial). Select bank This page shows how the user chooses bank the first time the user opens the app. 1. The first time the app opens, the user is prompted to a list with available banks. The user can search for banks in the search field, or scroll in the list. © Sparbanken 2. User searches for the bank he/she is a customer in. 3. When the user has chosen the right bank, the choice is confirmed. The user is then prompted to the startpage. 3 Log in with personal pin code Log in is possible with personal pin code and Mobile BankID. This page shows login with personal pin code. 1. Icons with a pad lock icon requires log in. Click on an icon with pad lock to start log in flow. © Sparbanken 2. User enters personal ID number. 3. User chooses personal pin code as login method. 4. User enter his/her six digit pin code and press ”Fortsätt” to log in. 5. User is logged in. Click on the Logga ut button in the bottom bar in order to log out. The bottom bar is available on all screens by scroll. Login with Mobile BankID Log in is possible with personal pin code and Mobile BankID. This page shows login with Mobile BankID. 1. Icons with a pad lock icon requires log in. Click on an icon with pad lock to start log in flow. © Sparbanken 2. User enters his/her personal ID number. 2. User chooses ”Mobilt BankID” as log in method. 3. Press ”Fortsätt” to continue. 4. The Mobile BankID security application starts automatically. The user enters his/her BankID pin code in the BankID security app. 5. User is logged in. Click on the Logga ut button in the bottom bar in order to log out. The bottom bar is available on all screens by scroll. 5 5 Financial overview This page shows the function of Ekonomisk översikt (Financial overview). The user can access his/her financial overview by selecting the icon Ekonomisk översikt on the start page. © Sparbanken Financial overview shows the user’s accounts and balances on each account. The user can click on accounts to see a detailed transaction history Detailed transaction history view showing balance, and details about transactions on the account. 6 Drag’n’drop This page shows the drag’n’drop function on the financial overview page Drag n’ drop: 1. Begin drag n’ drop by pressing the icon for drag n’ drop. © Sparbanken 5. Enter amount 2. Visual clues are displayed to the left of the accounts. 6. Press Godkänn to confirm. 3. User selects a from account 7. Done 4. User drops chosen account on desired recipient account. 7 Transfer This page explains the function of the icon Överföra (Transfer) 1. The icon Överföra is found on the startpage of the app. © Sparbanken 2. The menus under Överföra allows the user to make a new transfer or see or edit registered transfers. 8 Make a transfer (slide 1/2) This and next page shows how the user makes a transfer between his/her own accounts. 1. Select the icon Överföra (Transfers). © Sparbanken 2. Select new transfer 3. Select from and to account by selecting an account in the drop down menu. 4. Enter amount and transfer date in the input fields Belopp (Amount) and Överföringsdatum (trasfer date). 9 Make a transfer (slide 1/2) This and previous page shows how the user makes a transfer between his/her own accounts. 5. User can leave a message for the recipient in the Meddelande till mottagaren field. Press Lägg till to continue. © Sparbanken 6. Press ”Godkänn” to confirm the transfer. Press Lägg till ny överföring to make another transfer. 7. This page is the confirmation page. 10 See or edit transfers This page shows how the user sees or edits a registered transfer 1. Select the icon Överföra (Transfer) © Sparbanken 2. Select the menu Aktuella överföringar to see or edit a registered transfer. 3. User can see all registered transfers from all his/her accounts which are still editable. When clicking a transfer the user can edit it. 4. In edit mode. (same as when making a new transfer) 5. The user clicks Godkänn to confirm the change. 6. This page is the confirmation page. 11 Load phone card (page 1/2) This and next page shows how the user tops up his/her phone card. 1. Select the icon Ladda kontantkort (Load phone card) 2. Choose a from account and recipient in drop down menus. 3. From account list 4. Choose recipient, either a new or existing/saved recipient. 5. If ”Ny mottagare (new recipient) is chosen in step 4, input fields for phonenumber and operator are displayed. The user may choose to save recipient (Spara mottagare) 6. Enter number and choose operator (7) © Sparbanken 7. Operator list Load phone card (page 2/2) Maria Andersson 8. If the user switches”Spara mottagare” to on, an input field for name is displayed. 9. Enter the name of the recipient. 10. Choose amount 12 . Control and confirm. © Sparbanken 11. Press ”Fortsätt” to continue. 13. Confirmation page. Calculators This and the next page shows the function of the icon Kalkyler (Calculators). 4. The user can calculate how much to save a month to reach a certain amount. 2. The user can choose 1. The user selects the icon Kalkyler to enter the between different calculators. There are calculators in the app. also financial tips in the tips box below the menus. © Sparbanken 3. The user can calculate how much a monthly saving will add up to over time. The user can calculate how much a spending can add up to over time. The user swipes the top bar to see different types of items, ie buns, coffee, tops, etc. By adding units user can calculate total amount spent on item. 14 Calculators (Page 2/2) This and previous page shows the function of the icon Kalkyler (Calculators). 2. The user can choose 1. The user selects the icon Kalkyler to enter the between different calculators. There are calculators in the app. also financial tips in the tips box below the menus. © Sparbanken 3. The user can calculate currency exchange rates by selecting Räkna in the toggle bar and fill in the amount from currency and to currency. 4. Currency list 5. The user can see a list of current exchange rates by selecting Valutor in the toggle bar. 15 Wordlist & Tips This page explains the content of the icon Ordlista & Tips (Wordlist & Tips). 1. Select the icon Ordlista & Tips (Wordlist & Tips) which is found on the startpage. © Sparbanken 2. Select the menu Ordlista to access the wordlist. Below is the tips-box called ”A good advice” where the user gets general advice on economy and savings. 3. In the wordlist, economy words with definition are presented in alphabetical order. 4. The user can search in the list by using the top search field, by scrolling down the page, or by using the standard search bar to the right. 16 Wordlist & Tips This page explains the content of the icon Ordlista & Tips (Wordlist & Tips). Tip text 1. Select the icon Ordlista 2. Select the menu Tips to access the tips in the app. & Tips (Wordlist & Tips). © Sparbanken 3. The user can swipe between different topics, and the press on the picture or ingress to read more about a certain topic. 4. The user can then read more about the chosen topic or use the check list to tick off activities related to the topic. Check list 17 Settings This page shows the content of the icon Inställningar (Settings) Settings allows the user to access general settings in the app. Activate quick balance - By activating quick balance the user can see balance on a selected check account on the start page of the app without having to log in. Select background – The user can choose between different pre-set backgrounds for the startpage of the app. Change personal pin code – Allows the user to change personal pin code. Activate tips – Allows the user to activate or deactivate tips and help boxes throughout the app. User agreement terms – Contains user agreement terms for the app. © Sparbanken 18 Relevant phone numbers are presented under ”Telefonboken” (Phone book). Find us This page explains the content of the icon Hjälp (Help) By selecting the icon ”Hitta oss” (Find us) the user is presented with a search for bank office/ATM and a telephone book. 1. Select the icon Hitta oss (Find us). © Sparbanken 2. The user can access the phone book (Telefonbok) with numbers to the bank, search for a ATM or branch office or access Swedbank’s Facebook wall by the link Swedbank på Facebook. Search for bank office or 3. This is the search ATM. field for finding an ATM and/or branch. The user enters an address or location in the search field and clicks on Sök to perform the search. The result is presented in a list. A search list is presented. selecting for 4. The result is presented inBy a list. Clickthe onicon a result to see more map, the location is information and find the branch/ATM on a map. presented on a map. 28 19 Select background This page shows how to change background image for the app’s startpage. 1. Choose the icon Inställningar (Settings). © Sparbanken 2. Choose ”Välj bakgrund”(select background) 3. Swipe between available background images and select one by pressing Välj. 4. These are examples of the background images available. 20 Quick balance Quick balance allows the user to see balance on a chosen account without logging in. Requires activation. © Sparbanken 21 Activate quick balance This page shows how to activate quick balance for the app’s startpage. 1. Select the icon Inställningar (Settings). 2. Choose ”Aktivera snabbsaldo” (activate quick balance) 3. Set the switch to On to activate quick balance. 4. Confirm by pressing ”Fortsätt” (confirm). 6. On the startpage, shake your phone and the account balance shows up on the start screen. Available in both logged in and logged out mode. © Sparbanken 5. User selects which account to activate. 22 Quick balance swipe This page explains the function quick balance swipe on the startpage. By swiping the quickbalance box to the right, the user is able to see how much his/her account balance is worth in terms of for example cinema tickets, gold and hamburgers. © Sparbanken 23 Help This page explains the function of the icon Hjälp (Help) on the start page. 1. Select the icon Hjälp (Help). © Sparbanken 2. The user can choose between reading a FAQ and a tutorial to some of the functions in the app. Choose Frågor och svar to access the FAQ. 3. The user can search for a question in the search field or by topic below. 4. When clicking a topic all related questions are shown. 24 Thank you! © Sparbanken 25