digital account on-boarding
Initially I went through the original on-boarding process before observing others go through it, noting the overall flow to identify pain points.
Addressing the major pain points of time and lack of necessary information on hand, I created a user flow that would streamline the process and result in faster on-boarding and a reduction in potential customer drop-off.
I received feedback on my proposed user flow from the whole team to ensure it met their needs as well. After a few iterations, we landed on an optimized flow and I began to prototype the pages.
Low fidelity wireframe sketches to finalize proper flow and fields per page
High fidelity wireframes built in Whimsical, one of my favorite tools
Iterating on the feedback I received from the wireframes, I delivered my final prototypes in a clickable Figma to our lead developer.
Some of the frames from the final on-boarding design