About Sanctify...

Sanctify is a mobile investing platform that help Catholic investors make faith-based investment.

Reducing User Drop-off Rate

Due to the inherent nature of financial apps, the onboarding process necessitates the collection of extensive personal and financial information, enhancing the challenge of delivering a enjoyable user experience, often leading to increased frustration and a higher likelihood of users abandoning the process halfway through.

An engaging onboarding experience

A solution for the finance app's onboarding system is to streamline the process while collecting necessary information, providing a user-friendly experience that keeps users engaged and reduces dropout rates.

The onboarding success rate has increased 20%

The results of our user testing were impressive: the dropout rate significantly decreased by 40%, while the onboarding success rate skyrocketed to 85%, up from 65%. This improvement signifies that a greater number of users are not only smoothly navigating through the onboarding process but also actively engaging with the app's features.

iF Design Award finalist 2023

User Needs

To better understand the problem space, we first collaborated with the research team to define the user need.

Competitive Analysis

To better understand the problem space, we first collaborated with the research team to define the user need.

Insight

Through detailed analysis, we evaluated the competitor products and condensed several core design points that affect the onboarding experience.

#1 An appropriate process length with necessary information collection
#2 A chance for the company to demonstrate crucial features
#3 Multiple information and identity protection measures
#4 A vivid and pleasant interface appearance

Based on the competitive analysis and interviews with customers, we concluded our design solution into the following three in order of importance

We created the following user flow and had two iterations based on feedback from meetings with the client.

Following the iterations on the user flow, we developed a wireframe that visually represents the key screens and interactions within our product.

Design Iterations

Based on user testing, client feedback and internal discussion, we generated the following main feedback to improve our design.

#1 Enhancing User Status Awareness

1.1 Breaking down the onboarding process

1.2 Implementing Transition Pages

1.3 Displaying a Progress Bar for User Status

#2 Enhancing User Experience Persistence

2.1 Highlighting the values of the product at the beginning

2.2 Simplifying Financial Questions for Better Understanding

#3 Creating an Enjoyable User Experience

3.1 Adopting a Welcoming Color Scheme

Cross-functional collaboration in real world

For my first hands-on project, I learned the importance of cross-functional teamwork. I discussed user needs with the research team, collaborated with the tech team on integrating third-party identity verification, and got insights from financial advisors on features that would encourage subscriptions. It was a valuable experience for not only my professional growth but also for my understanding of the value of teamwork.

Shifting Perspectives Beyond Assumptions

Initially, we assumed minimizing onboarding time would reduce dropout rates. However, our research showed that adding a small step, like a completion page after each phase, actually increased user retention. This taught us sometimes to take a step back to reevaluate the approach based on proof, instead of making assumptions

Integrating the onboarding experience with core functions

As we progress, a crucial next step is integrating the onboarding process with other core app functions. Our goal is to create a seamless, unified user experience. To achieve this, we'll refine the onboarding flow and information based on user feedback post-launch, ensuring a smooth transition from onboarding to full app usage.