22-23
22-23
Project Specs
Project Specs
Project Specs
Role
Product Designer
Product Designer
Product Designer
Timeline
Sep 2022 - Feb 2023
Sep 2022 - Feb 2023
Sep 2022 - Feb 2023
Team
Client stakeholders
Product Owner, Head of Design and Developers.
Product Owner, Head of Design and Developers.
Product Owner, Head of Design and Developers.
internal team
Project Manager, UX Writer and Lead Designer.
Project Manager, UX Writer and Lead Designer.
Project Manager, UX Writer and Lead Designer.
Overview
Overview
Overview
① Problem
High number of drop-off users during the sign up flow up to the first funding of the account.
High number of drop-off users during the sign up flow up to the first funding of the account.
② Objetive
Increase number of users successfully onboarded (a.k.a number of funded accounts).
Increase number of users successfully onboarded (a.k.a number of funded accounts).
③ Key Metrics
Increase sign-up rate
Funded accounts
Trading Active Users (TAU)
Increase sign-up rate
Funded accounts
Trading Active Users (TAU)
④ Project timeline
Exploration
Analyzed client data and identified usability pain points and opportunities for improvement.
Analyzed client data and identified usability pain points and opportunities for improvement.
Validation/ Approach
Holistic “golden thread” approach from acquisition, to product and experience, with the user at core.
Holistic “golden thread” approach from acquisition, to product and experience, with the user at core.
Optimization
Iterative approach. Designed based on user feedback and performance data.
Iterative approach. Designed based on user feedback and performance data.
Goal setting
Goal setting
Goal setting
#1: Optimize Sign-up Flow
#1: Optimize Sign-up Flow
#1: Optimize Sign-up Flow
The primary objective was to streamline the onboarding process. How?
Minimizing the number of screens and steps required
Re-writting some of the copy to be more engaging
Avoiding overwhelming the user with personalization questions
Being mindful of the space and prioritizing questions asked
The primary objective was to streamline the onboarding process. How?
Minimizing the number of screens and steps required
Re-writting some of the copy to be more engaging
Avoiding overwhelming the user with personalization questions
Being mindful of the space and prioritizing questions asked
#2: Include Education Snippets
#2: Include Education Snippets
#2: Include Education Snippets
Additionally, we wanted to provide educational snippets on the home screen to help users understand how to make their first investment and manage their accounts effectively.
Additionally, we wanted to provide educational snippets on the home screen to help users understand how to make their first investment and manage their accounts effectively.
Build motivation > Build condifence > Build habits
Build motivation > Build condifence > Build habits
Exploration
Exploration
Exploration
(#1)
User Research
User Research
Analyzed the results on user interviews to understand their experiences, challenges, and expectations during the onboarding process and initial usage.
Analyzed the results on user interviews to understand their experiences, challenges, and expectations during the onboarding process and initial usage.
Analyzed the results on user interviews to understand their experiences, challenges, and expectations during the onboarding process and initial usage.
Design Analysis
Design Analysis
Audited the existing onboarding flow and home screen layout to identify usability issues and areas for enhancement, not only regarding experience but on visual design quality.
Audited the existing onboarding flow and home screen layout to identify usability issues and areas for enhancement, not only regarding experience but on visual design quality.
Audited the existing onboarding flow and home screen layout to identify usability issues and areas for enhancement, not only regarding experience but on visual design quality.
Competitive Analysis
Competitive Analysis
Researched similar investment and financial apps to gather insights on best practices and innovative features that could be incorporated into Bitpanda.
Researched similar investment and financial apps to gather insights on best practices and innovative features that could be incorporated into Bitpanda.
Researched similar investment and financial apps to gather insights on best practices and innovative features that could be incorporated into Bitpanda.
Validation/ Approach
Validation/ Approach
Validation/
Approach
(#2)
Investment simulator
Team member
Investment simulator
Team member
Investment simulator
Team member
Create a FAQ
Team member
Create a FAQ
Team member
Create a FAQ
Team member
Demonstrate the loss of money without investing (inflation)
Team member
Demonstrate the loss of money without investing (inflation)
Team member
Demonstrate the loss of money without investing (inflation)
Team member
FOMO
Team member
FOMO
Team member
Experts inspirational quotes for building motivation
Team member
Experts inspirational quotes for building motivation
Team member
Experts inspirational quotes for building motivation
Team member
Create a learning 101 course or hub.
Classes, quizzes, blog, glossary, videos, etc
Team member
Create a learning 101 course or hub.
Classes, quizzes, blog, glossary, videos, etc
Team member
Create a learning 101 course or hub.
Classes, quizzes, blog, glossary, videos, etc
Team member
The idea that you can start small
Team member
The idea that you can start small
Team member
The idea that you can start small
Team member
Create weekly performance reports
Team member
Create weekly performance reports
Team member
Create weekly performance reports
Team member
Signalize popular first buy stocks among first time traders.
Team member
Signalize popular first buy stocks among first time traders.
Team member
Signalize popular first buy stocks among first time traders.
Team member
Stop loss and price alert notifications
Team member
Stop loss and price alert notifications
Team member
Stop loss and price alert notifications
Team member
Give users some free stock to get started.
As a referral program, as amount or as a specific asset to learn from.
Team member
Give users some free stock to get started.
As a referral program, as amount or as a specific asset to learn from.
Team member
Give users some free stock to get started.
As a referral program, as amount or as a specific asset to learn from.
Team member
Goal #1: Optimize Sign-up Flow
Celebration
Sense of progress
Minimum legal requirements possible
Goal #2: Include Education Snippets
Education
Micro-learning
Knowledge-level
Forgetting curve
Guidance
Optimization: Wireframes
Optimization:
Wireframes
(#3.1)
Optimization: Testing
Optimization:
Testing
(#3.2)
A/B Testing
Compared new and old onboarding flows, analyzing completion rates and user feedback to identify effective elements.
Feedback Collection
Established an in-app feedback loop for real-time user suggestions.
Performance Monitoring
Tracked key metrics to make data-driven decisions for further optimization.
Iterative Refinements
Continuously improved design and content based on testing and performance data.
A/B Testing
Compared new and old onboarding flows, analyzing completion rates and user feedback to identify effective elements.
Feedback Collection
Established an in-app feedback loop for real-time user suggestions.
Performance Monitoring
Tracked key metrics to make data-driven decisions for further optimization.
Iterative Refinements
Continuously improved design and content based on testing and performance data.
Optimization: Designs
Optimization:
Designs
(#3.3)
New Onboarding Flow: 15 screens
New Onboarding Flow:
3/15 screens
Other variations and screens
New Home and Education Snippets: 2 screens
New Home and Education Snippets: 2 screens
