A FinTech giant that provides millions of people with powerful financial tools to help them grow and manage their money.
Signing up for an investing account online is no walk in the park. It requires filling out several form fields. On desktop when you're sitting at home or work, it's manageable.
But on a mobile device, having to fill out a form that scrolls on and on is daunting at best, and something users would rather keep away from with a ten-foot poll.
I led a small team at Tiny Hearts to run a design sprint that helped Wealthsimple reimagine and explore a new onboarding experience for their mobile users.
Product Design Lead
Research, Product Strategy, Facilitation, Prototyping, UX Design, UI Design
Team of 1 PM, 2 Product Designers
2016 - 2016
We swapped photographs with illustrations in the tutorial to make the text easier to digest. We also added the ability to calculate savings associated with signing-up for Wealthsimple.
After learning about the company and filling in a risk assessment survey, we gave users the ability to visualize how much they had to gain with the right plan in place.
One of the most daunting features of the old sign-up was a form that would go on forever. We changed that by switching to one input field per screen and adding a progress indicator.
Filling out forms on mobile suck but they don't have to with the right attention paid to small things like cognitive load, pacing, and feedback.
It's impossible to predict any number of contexts a user may be signing up for an account and so making it as frictionless a process is a must. Usability testing helped lead to validating core assumptions and making leaps of insights that ultimately led to a winning design.
Proposed mobile onboarding A/B tested and led to double-digit increase in percentage of sign-ups.
As a Product Manager, I was responsible for redefining, redesiging, and shipping the newest iteration of the company's portfolio of work-based learning solutions sold to education districts across North America.Read More