I turned a microfinance bank's field agents into a customer-acquisition engine, using referral links, QR codes, and a dashboard built for life on the road.
Ucee MFB is a microfinance institution serving customers across Nigeria. The front-line of growth is its field agents, meeting prospects in markets, offices, and homes to register new accounts.
The problem was that most of that registration still happened on paper forms. I designed an agent-facing tool that replaces paperwork with three primitives: unique referral links, instant QR codes, and clear location-based attribution.
Collecting customer information manually is slow, error-prone, and impossible to audit. Forms get lost in transit, referrals can't be tracked accurately, and there's no honest picture of where customers actually come from.
As Ucee expanded across states, that fragility multiplied, every new agent meant more paperwork, more reconciliation, and more missed attribution.
Shadowed field agents to understand real-world conditions, noise, sunlight, one-handed phone use, and where prospects dropped off.
Outlined the full agent journey: secure login → generate referral → share → track sign-ups → reconcile by location.
Tested layouts that work on a phone in sunlight, with one thumb, between conversations.
High-fidelity UI tuned for speed, clarity, and minimal taps. Bold typography for legibility on the move.
Each agent gets a unique link tied to their territory, so attribution stays accurate no matter how the prospect signs up, link, QR, or direct.
Prospects scan and register instantly, no typing, no friction. Works on basic phones and removes the biggest barrier in field registration.
Referral performance and sign-up trends live on one calm screen, built to be glanced at between conversations, not studied in an office.
Agents anywhere in the country can register users digitally, no forms to mail, no manual reconciliation, no waiting on data entry.
From paperwork to one tap
The whole journey is built for phones, since that's where most prospects sign up. I cut the copy back to reduce confusion, and clear progress feedback keeps both agent and customer confident through every step, even when the network drags.
A good field tool earns trust by getting out of the way, then surfacing the right thing at the right moment. On the Ucee rollout, 2024
Liked what you saw? I'm open to full-time roles and select freelance work.
Send a note and I'll reply within 24 hours.