Project background
Finstro is a fin-tech company, a B2B player of BNPL. As a financial service, the registration contains multiple sections of verification, the feedback has been the flow was quite lengthy. I was asked to redesign the experience.
Onboarding flow MVP
Research
I researched a few of our competitors and services such as home loan application which also usually have lengthy application flow. The key takeaways were
1. Required information are broken down into seperate tasks. Some are required upfront, info such as email verification, password creation can be acquired in context once application is completed
2. Create account as quickly as possible. Once account is created, users can complete the application at their own pace, with ability to log back into application to manager the task
1. Required information are broken down into seperate tasks. Some are required upfront, info such as email verification, password creation can be acquired in context once application is completed
2. Create account as quickly as possible. Once account is created, users can complete the application at their own pace, with ability to log back into application to manager the task
Design
I redesigned the flow as follows
1. Sign up with basic info, name, email/mobile number
2. Verify email/mobile number
3. User got into the portal and shown the rest of the task
Once the user is in, the user can manage the application at his/her own pace.
On the flip side, account manager would have the same visibility which is lacking at the current version. With the visitability, he/she can then use the info to proactively call and handheld applicant through onboarding process.
Sign up with minimal info, verify email/mobile, and account is created.
My application view, verify business details flow
Usertesting
We did 5 sessions of internal user testing and identified a few minor issues, all users felt the new flow is easy and manageable.
