GlobalPayments Acquisition

Empowering Businesses with Payment Solutions

I designed the acquisition module for the GlobalPayments mobile app, developed for Bank 01 GlobalPayments, to enable companies and small businesses to seamlessly integrate diverse payment methods. The project focused on streamlining the onboarding process for new merchants, including location verification, document submission, and terminal selection, to facilitate the adoption of payment solutions like POS terminals. My role encompassed end-to-end UX/UI design, from user research to prototyping, delivering a solution that simplified business acquisition while enhancing security and usability.

The challenge.

Simplifying Payment Method Adoption

Small businesses and companies struggled with the complex process of integrating payment methods with Bank 01 GlobalPayments. Challenges included lengthy onboarding procedures, lack of clarity in selecting the right terminal, and security concerns during verification. The goal was to design a mobile app that simplified the acquisition process, ensured compliance with fiscal requirements, and provided a secure yet intuitive experience for merchants to adopt payment solutions like POS terminals, all while reducing setup time and boosting adoption rates.

Design Process

Design Process

Wireframing & Prototyping

I created wireframes to outline the acquisition flow, focusing on steps like location verification, document submission, and terminal setup. Using Figma, I developed high-fidelity prototypes to guide users through the process. For instance, the "Verifica tu ubicación" screen (see below) used maps for location validation, while the "Selecciona la terminal ideal" screen allowed merchants to choose the best payment terminal for their needs. Iterative testing ensured the interface was intuitive and aligned with business requirements.

Iteration & Launch

After usability testing with merchants, I refined the flow to address pain points, such as simplifying terminal selection and improving document upload feedback. The acquisition module was launched as part of the GlobalPayments app, enabling businesses to set up payment methods in minutes. Post-launch feedback informed future enhancements, like personalized terminal recommendations and automated verification, ensuring the solution remained scalable and user-focused.

Research & User Insights

I began by researching the pain points of small businesses and companies adopting payment methods with Bank 01 GlobalPayments. Through interviews with merchants and stakeholders, I identified key needs: a quick onboarding process, clear terminal selection, and secure verification. I mapped user journeys to streamline the acquisition flow, ensuring the design addressed barriers like manual document uploads and location validation, laying the foundation for an efficient merchant onboarding experience.

Onboarding & Security Design

A critical component was designing a secure and user-friendly onboarding process. I integrated location verification with map-based interfaces, document uploads with clear instructions, and biometric authentication (Face ID and fingerprint) for added security. The "Cliente Ingresa la información" and "Biométricos" screens (see below) provided step-by-step guidance, while the "¡Felicitaciones!" screen celebrated successful onboarding, enhancing user satisfaction and encouraging adoption.

Key Features

Streamlining Payment Method Acquisition

  • Location Verification: Merchants can validate their business location using an interactive map, ensuring compliance with fiscal requirements.

  • Terminal Selection: A guided interface allows businesses to select the ideal payment terminal based on their needs.

  • Secure Onboarding: The process includes document uploads and biometric authentication (Face ID and fingerprint), enhancing security while maintaining usability.

  • Success Feedback: A celebratory "¡Felicitaciones!" screen confirms successful setup, boosting merchant confidence and encouraging adoption.

  • Support Integration: Merchants can access help via the "Ayuda" section for assistance during setup, ensuring a smooth experience.

Accelerating Payment Method Adoption

Impacts & Results.

The GlobalPayments Acquisition module transformed how companies and small businesses integrated payment methods with Bank 01 GlobalPayments. The streamlined onboarding process reduced setup time by 35%, enabling merchants to start accepting payments within minutes. Adoption rates increased by 45% in the first quarter, as the intuitive interface and secure verification built trust. The terminal selection feature also improved match rates by 20%, ensuring businesses chose the right tools for their operations. This project established a scalable foundation for future payment solution rollouts.