Main Project Image
Main Project Image
Main Project Image

Tapcheck

Same day pay made simple

  • I work on the product team supporting 5 teams: Credit card, growth, employer, admin and repayments.

  • I lead design; collaborating cross functionally with engineering, QA, customer support, marketing, sales to solve problems and deliver delightful experiences for our end users.

  • Contributions: User research, leading brainstorms, user testing, lofi / hifi wireframing and mockups, prototyping, production hand off, design system creation and implementation

Quick impact stats

  • 90-94% increase in conversion on transfer flow due to ux changes in amount selection, delivery selection, and checkout process. (core revenue generator for company)

  • 22% increase of registration rate conversion through magic links revised user flow in collaboration with growth and marketing team.

  • -$40k projected cost reduction for physical credit card program by refined UX in address update flows, utilizing google places API + autocomplete, and virtual card first flows. (iOS, Android and Web)

  • -5hrs/week reduction in manual CS agent auditing through HR sync tool that compares payroll records

  • -45min reduced audit time (from 1hr -> 15 minutes) per company, or total reduction of 40 hrs per/month though repayments tool I designed.

  • Created embedded SAML, SSO experiences for enterprise adoption that led to acquisition of 500k employee company integration

  • Created Plaid integration flows for risk management (mobile and web)

  • Designed and implemented first design system for mobile screens to transition from current custom system increasing engineering velocity with reuse of components.

Elevating Financial Experiences: Dello Fintech Banking App's Impact and Future Endeavors

As the financial technology sector continues to evolve, the Dello team remains committed to ongoing improvements and innovations. Learn about the future roadmap of the app, exploring upcoming features, integrations, and strategies to stay at the forefront of user-centric fintech solutions. The Dello Fintech Banking App serves not only as a testament to the power of thoughtful UX design but also as a harbinger of what the future holds for seamless, secure, and enjoyable financial interactions.

Case Studies (2)

Tapcheck+Prizeout

Adding value for users through gift card purchases

Quick summary

Our sales team had a blocker with a large potential client, to onboard the client, our team was tasked with integrating a Prizeout experience into the app.

Role & objective

As the sole Product Designer on a high-visibility integration, I led UX strategy and execution to embed Prizeout—a gift card marketplace—into the Tapcheck platform. This initiative was a critical sales unlock for a major enterprise client with over 100,000 employees, requiring a scalable and intuitive purchase flow using users’ existing Tapcheck balance.

Prizeout Demo

User flow - Prizeout purchase

Prizeout -> Pay with Tapcheck

Approach & execution

In just one week, I partnered with product, engineering, research, and marketing to launch a lean MVP. The design leveraged bottom-sheet UX patterns inspired by Apple Pay and Uber Eats, optimized for ease, clarity, and reuse across the platform.

Results + metrics

The launch drove strong early engagement: 1,200 widget opens and 164 purchases in the first 30 days. Over the first year, the experience scaled to 87,200 opens and 2,850 purchases, validating both the feature’s value and user interest in in-app bonus gift card purchases.

Outcome

We successfully onboarded a major enterprise partner and added a new revenue stream to the product. This project showcased the value of fast, metrics-driven design and cross-functional alignment in shipping impactful features under pressure.

Tapcheck Mastercard - Reduce Plastic

Reducing physical credit card program costs through refined user flows

Quick summary

Many of our credit cards were going to waste, either by non delivery of the card (wrong address, changed address, etc.) and we were absorbing the cost. We needed to create a plan to reduce our card (plastic) costs.

User flow - Refined UX to delivery increase success

User flow - Refined UX to delivery increase success

User flow - Refined UX to delivery increase success

Before / After refined UX

Before / After refined UX

Before / After refined UX

Role & objective

As the Product Designer embedded on the Card Team, I led UX strategy, prototyping, and design refinement to reduce physical credit card program costs. The objective was to minimize card waste by refining the user experience around card issuance and delivery—while improving delivery success and maintaining access for users who rely on physical cards.

Approach & execution

In collaboration with product, engineering, and research, I redesigned the onboarding flow and applied new logic: physical cards would no longer be auto-shipped at signup. Instead, users could request a card or unlock one through meaningful actions (e.g., adding funds). I introduced gamified logic, Google Places API validation, and simplified address confirmation screens to improve the user journey and reduce friction.

Results + metrics

These changes resulted in a $1K reduction in card costs within the first month, with a projected $45K annual savings. Address confirmation updates and better input validation also improved delivery success by 12%, lowering the volume of customer support requests due to failed deliveries or duplicate card requests.

Insights & iteration

We uncovered key gaps in our original registration flow—such as not confirming addresses before shipping cards—which led to failed deliveries. We also found that our MFA flow created awkward friction. These insights guided future iterations, including more intuitive bottom sheets for authentication and improved wallet prompts.

Outcome

This project delivered substantial cost savings, improved operational efficiency, and provided a more responsible and user-friendly onboarding flow. It reinforced the importance of refining default flows and aligning product logic with evolving user needs and business goals.

Let's build something impressive together

Email me

schultetrevor@gmail.com

Copied

Crafted with ❤️ in California

Let's build something impressive together

Email me

schultetrevor@gmail.com

Copied

Crafted with ❤️ in California

Let's build something impressive together

Email me

schultetrevor@gmail.com

Copied

Crafted with ❤️ in California