Case Studies: FINANCIAL SERVICES

Fintech Onboarding

Consumer finance context, focused on trust, eligibility, identity verification, and guided account creation.

Fintech onboarding preview

Problem

Customers were abandoning onboarding when compliance requirements appeared suddenly or felt disconnected from the value of the product.

Approach

I reorganized the flow into clearer stages, introduced expectation-setting screens, and designed form patterns that explained why sensitive information was needed at the right moment.

Result

The proposed flow made the experience feel more transparent and gave the team a stronger foundation for testing completion, trust, and support deflection.