Onboarding
Onboarding
Company
Company
Banksalad (FinTech)
Banksalad (FinTech)
Feature
Feature
App Onboarding
App Onboarding
Role
Role
User experience, Interaction UI, illustration
User experience, Interaction UI, illustration
Worked with
Worked with
Product managers , Developers(Android, iOS, Web), Data analyst, the authentication squad team
Product managers , Developers(Android, iOS, Web), Data analyst, the authentication squad team
Overview
About
Overview
About
Overview
About
Turning drop-offs into engagement
To reduce drop-offs during the first-time sign-up process, I led an end-to-end onboarding improvement project at Banksalad.
The goal was to enhance the first impression of the app and improve the conversion rate through better brand communication.
To reduce drop-offs during the first-time sign-up process, I led an end-to-end onboarding improvement project at Banksalad.
The goal was to enhance the first impression of the app and improve the conversion rate through better brand communication.
Overview
Result
Overview
Result
Overview
Result
+11% Sign-up conversion
Sign-up conversion climbed by 11% and received positive feedback for making the brand feel stronger.
Although it wasn’t launched due to other issues found during testing, the project built a strong foundation for future onboarding.
Sign-up conversion climbed by 11% and received positive feedback for making the brand feel stronger.
Although it wasn’t launched due to other issues found during testing, the project built a strong foundation for future onboarding.
Strategy
Step-by-step strategy breakdown
Strategy
Step-by-step strategy breakdown
Strategy
Step-by-step strategy breakdown
About
Problem
Problem definition
Hypothesis
About
Problem
Problem definition
Hypothesis
What is Banksalad?
Banksalad offers a variety of finance management features, with tools to track assets, investments, and even health data. All in one app!
What is Banksalad?
Banksalad offers a variety of finance management features, with tools to track assets, investments, and even health data. All in one app!
What is Banksalad?
Banksalad offers a variety of finance management features, with tools to track assets, investments, and even health data. All in one app!
Problem
After entering the Banksalad app, 14% of iOS users and 32% of Android users left before or during the signup screen. *As of early June 2023
iOS 14%↓
Android 32%↓
Problem Definition
Analyzed and defined issues through VoC and user feedback.
A
Lack of proper onboarding content
B
Pushing users to sign up before the service appears appealing to them
C
Concerns about privacy
D
No information about total elapsed time for sign-up process
Hypothesis
Two hypotheses were made based on the problems defined.
A
B
Hypothesis
Hypothesis
If each feature is presented in a concise and attractive manner, users will be more likely to signup so that the conversion rate can also increase
If each feature is presented in a concise and attractive manner, users will be more likely to signup so that the conversion rate can also increase
C
D
Hypothesis
Hypothesis
If the privacy terms and conditions are clearly communicated for the consent, the signup conversion rate will increase
If the privacy terms and conditions are clearly communicated for the consent, the signup conversion rate will increase
Execution
Validating the hypotheses with A/B testing
Execution
Validating the hypotheses with A/B testing
Execution
Validating the hypotheses with A/B testing
Hypothesis
Hypothesis
Hypothesis
If the function of each feature is shown concisely and attractively so that you can feel the need to signup, the signup conversion rate will increase
If the function of each feature is shown concisely and attractively so that you can feel the need to signup, the signup conversion rate will increase
Based on 'No proper on-boarding content since foundation' and 'Encouraging users to sign up without feeling the charm of the service', I analyzed how to appeal in a concise and attractive way.
< Storytelling & Sketch >
< Storytelling & Sketch >
Household book
Out of many features, 7 features were selected based on specific criteria. The motion on the left shows a card recommendation based on spending patterns.
Household book
Out of many features, 7 features were selected based on specific criteria. The motion on the left shows a card recommendation based on spending patterns.
Genetic Testing
The visual on the left highlights the health feature that informs users of potential future health risks based on their personal health data.
Genetic Testing
The visual on the left highlights the health feature that informs users of potential future health risks based on their personal health data.
Asset & money management
Out of many features, 7 features were selected based on specific criteria. The motion on the left shows a card recommendation based on spending patterns.
Asset & money management
Out of many features, 7 features were selected based on specific criteria. The motion on the left shows a card recommendation based on spending patterns.
Hypothesis 1 & 2
Experiment Results
Hypothesis 1 & 2
Experiment Results
Hypothesis 1 & 2
Experiment Results
The signup conversion rate increased by 11%.
Only 10% of users finished reading all contents.
About 45% of users proceed from the first screen to the next screen.
The app is very heavy because it runs on the web.
Unfortunately, Hypothesis 2 did not meet the target metric.
The signup conversion rate increased by 11%.
Only 10% of users finished reading all contents.
About 45% of users proceed from the first screen to the next screen.
The app is very heavy because it runs on the web.
Unfortunately, Hypothesis 2 did not meet the target metric.
Reflection
Key Insights
Reflection
Key Insights
Reflection
Key Insights
The most important takeaway from this experiment is that onboarding walk-throughs really help shape how users see the brand. To leave a strong first impression, it’s important to keep improving this part of the experience over time.The project laid a strong foundation for future improvements in UX writing, branding, and overall onboarding strategy.
I truly appreciated the synergy that came from working with cross-functional teams. It was energizing to exchange ideas, explore possibilities, and work together to bring solutions to life.
The most important takeaway from this experiment is that onboarding walk-throughs really help shape how users see the brand. To leave a strong first impression, it’s important to keep improving this part of the experience over time.The project laid a strong foundation for future improvements in UX writing, branding, and overall onboarding strategy.
I truly appreciated the synergy that came from working with cross-functional teams. It was energizing to exchange ideas, explore possibilities, and work together to bring solutions to life.
