Towards a simpler way to connect | Salt Edge

Our mission here at Salt Edge is to provide everyone with a good knowledge of their finances, wherever they are. Connect, being the most common interface available to the end-user, is the most important UI we have as part of the Salt Edge platform. It is therefore very important to carefully optimize it in order to provide the best experience for our clients’ users. Before we even start examining a redesign like this, we need to answer a simple, but important question:
What is the value that Connect provides to the end user?
Well, securely connecting your data to your app, of course! However, this statement has an important consequence: as a user, you won’t use Salt Edge, you might not even be aware of its existence. Connect is just a means of easily importing your data, that’s it. It’s a tool which you need to get out of as soon as possible. This idea — of Connect being a tool — was central to the new design. We wanted to take just the crucial interaction, i.e. finding your provider and remodel it to be quick and let us collect as much data as we can. To illustrate the change, here’s how the old interface looked like: And the new one: This apparently simple change has enabled us to achieve several important goals:
  • Find and connect faster and simpler;
  • Provide better localization support (the user can now input anything related to a bank, country or provider and we’ll find it);
  • Provide actionable steps for the user if we don’t yet support the provider;
  • Measure everything the user inputs (hat tip to Igor, our client for suggesting this);
  • Prepare the ground for extensions (we have a couple of nice features on the way, stay tuned!)
We’re sure this can and will be improved, but it’s a great step towards a better understanding of our clients’ users and their needs. If you have any tips on how this might be improved, even more, feel free to drop us a line or use the simple Twitter input box to write us @saltedge.

Salt Edge report

Discover what is the current state of open banking payments in Europe in 2021

Download now

Related articles

1 min read Sep 2014

More than 100 US Banks for Your users | Salt Edge

From now on your users from the United States can easily connect to their banks using just one interface. We’ve even started to support US specific financial standard – Open Financial Exchange (OFX), which works through Quicken in more than 2700 banks all over the country. Your apps can provide…

3 min read Feb 2019

Improved Bank Connection User Flow for PSD2/Open Banking ecosystem

During the process of integrating the banks across EU, Salt Edge has redesigned its Bank Connect interfaces to ensure the most intuitive, simple, and informative customer journey that can be in an Open Banking environment. Salt Edge outnumbers other data aggregators in regards to banks connected across the world. While…

30 min read Mar 2016

Spectre API V3 | Salt Edge

Salt Edge Inc. proudly announces the release of Spectre V3 – the third version of its innovative financial data aggregation service. The main focus in the new version was put on simplifying the workflow, improving the authentication system, and adding new possibilities for clients for a better maintenance and analysis…

1 min read Oct 2017

Another Round of Improvements | Salt Edge

Salt Edge makes a major upgrade to its Financial Data Aggregation platform, by expanding the number of Points-of-Sale recognized by the Categorization engine. October 5, 2017 – Salt Edge Inc. rolls out a significant update for its automatic financial transaction categorization engine. The Point-of-Sale database, which featured over 2,6 million…