Fintech Onboarding Redesign
A regulated sign-up flow rebuilt so people finish it.
- Industry
- Finance
- Year
- 2024
- Discipline
- UI/UX, Mobile Apps
Sample case study. The structure, depth and technical detail match a real InnovativeVibe write-up, but this is not a published client project and no results are claimed.
Challenge
The problem
Compliance required a lot of information. The existing flow asked for all of it at once, on one screen, and lost most applicants at the identity step.
Solution
What we built
- Split the flow into stages that each have an obvious purpose, with progress the user can trust.
- Moved identity verification later, after the applicant has invested effort and understands why it is needed.
- Rewrote every field label and error message in plain language, reviewed with compliance.
- Added save-and-resume so an interrupted application is not a lost one.
Design
Interface and experience
Single-column, one decision per screen, and a visible reason for each piece of information requested. Error states explain the fix, not just the failure.
Development
Technology and architecture
Delivered as a documented design system with component specs, states and copy — built directly by the client engineering team from the handoff.
- Figma
- Design System
- React
- TypeScript
Features
What it does
Staged onboarding with trustworthy progress
Save and resume
Plain-language field help and errors
Document capture with live feedback
Accessibility audited at design time
Full component and state documentation
Gallery
Screens
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