Onboarding for Financial Product

Together with another senior UX designer, we conducted a review of the onboarding process for a financial product.

The company was losing a lot of potential customers during onboarding, partly because of regulatory requirements that slowed down the process, and partly because they were not managing users’ expectations.

During a workshop and subsequent design cleanup, we analyzed the pain points and opportunities, then mocked up rapid designs meant to improve the experience and introduce best practices, especially for forms and error handling.


Functional Notes for Onboarding Wireframes


Sample Screen from Onboarding Process


User Flow diagram for Onboarding


After implementing our recommendations, we were told that the percentage of users completing onboarding improved dramatically.