Creating an On-Boarding Flow for a new Financial Advising App
Rapid User Research | Iterative Design Process | UI Design
Details
Responsibilities
UX/UI Designer, contract
Client
Wealtmode
Skills
User Research, Visual Design, Wireframing, Iteration
Tools
Figma
Duration
4 weeks
User
Milennials
Key Problem
For millennials to reach a “comfortable” financial stage in life, the U.S. financial system practically requires an extensive financial literacy understanding to confidently make and execute decisions. Financial advisors can charge high fees that make a big dent in the wallet annually. In today’s day, such an expense is no longer needed as technology has enabled universal access to financial assistance.
Key Business Implications
Wealthmode is designed to offer an alternative for millennials to take their future financial plans into their own hands. By showing a personal financial projection of one’s finances and actions, individuals can save more, retire earlier, or even invest more.
Objective
Design Wealthmode’s on-boarding flow to achieve the following:
Decrease the total time users invest in on-boarding
Inform users about Wealthmode
Change of Business Priorities
Each on-boarding question’s input was linked to a different feature, but Wealthmode plans on incrementally releasing features. We needed a new design to reflect these changes.
Final Design
Accomplishes Both Objectives:
Gets users to homepage the fastest
Informs Users of what Wealthmode is
Takeaways
Business priorities can change
Working in an iterative design process
Working with a team
Designs can still be used as the app further develops
