Outcome
Onboarding Drop-Off
Completion Rate
User Satisfaction
Problem / Solution / Deliverables
Problem
72% of users dropped during onboarding due to friction, jargon, and trust concerns.
Solution
Simplified step-based onboarding, clarified financial language, and introduced trust-building UI patterns.
Deliverables
User Research, IA, Wireframes, High-Fidelity Prototype, Usability Testing Report.
User Research
Interviews
Pain Points
Usability Tests
Persona
Alex, 29 — Young Professional
Goal: Manage savings effortlessly.
Frustration: Financial jargon and overwhelming forms.
User Story: "As a busy professional, I want a quick onboarding process so I can start immediately."
User Flow & IA
Low-Fidelity Wireframes
Mid-Fidelity Wireframes
User Testing Iterations
Before
Dense form fields created hesitation.
After
Step-based flow reduced cognitive load and increased clarity.
Final Prototype
Reflection & Impact
This project reinforced that clarity builds trust.
Testing early exposed friction we initially underestimated.
The final redesign drove measurable impact and improved user confidence.
