Creation of the onboarding process for Ekonoo’s fintech application to help users quickly set up their profile and understand the key app features.
Project Scope:
✤ Complete onboarding design.
✤ Simplification of the account creation and profile management process.
✤ Interactive tutorials to guide users.
Team :
✤ 1 UX Designer (me)
✤ 2 Frontend Developer
✤ 1 Product Owner
Context:
Ekonoo is a fintech startup aiming to facilitate access to banking services via a mobile app. A smooth onboarding experience is essential to ensure users can log in and use key features quickly.
Ekonoo is a fintech startup aiming to facilitate access to banking services via a mobile app. A smooth onboarding experience is essential to ensure users can log in and use key features quickly.
Problem:
The current onboarding process is too complex, leading to a high drop-off rate at the initial registration steps. The goal is to simplify this process.
The current onboarding process is too complex, leading to a high drop-off rate at the initial registration steps. The goal is to simplify this process.
Importance:
A smooth and fast onboarding process is crucial for user retention and converting sign-ups into active users.
A smooth and fast onboarding process is crucial for user retention and converting sign-ups into active users.
Solution:
Create a streamlined three-step onboarding process: quick registration, feature introduction, and profile customization.
Create a streamlined three-step onboarding process: quick registration, feature introduction, and profile customization.
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First Change:
Simplifying the Registration Form
Simplifying the Registration Form
Research
User Research: Analysis of friction points during sign-up.
Solution
Simplified navigation with a personalized dashboard. Quick sorting elements and a search bar were added. An interactive prototype was created to test this navigation.
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Second Change:
Interactive Tutorials to Guide Users
Interactive Tutorials to Guide Users
RESEARCH
User Research: Study of expectations regarding interactive guides.
SOLUTION
Implementation of explanatory pop-ups and an animated guide to explain key features.
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Third Change:
Personalized User Experience
Personalized User Experience
RESEARCH
User Research: Survey to understand user preferences for customization options.
SOLUTION
Allow users to grant access to the enterprise space so they can perform certain operations.
NEXT STEPS
✤ Deploy onboarding across the entire app.
✤ Measure performance over six weeks and iterate.