← All workCase study 02 · Fintech · Onboarding
Onboarding people want to finish.
A 5–15 minute setup for an AI-powered money app — with a Golden Number that sharpens as you go, so every answer gives something back.
Your 12-month forecast, sharpening with every answer
5–15minutes to set up
17screens
4stages
5motion prototypes
01 · The challenge
Financial onboarding asks for a lot before it gives anything back.
[What wasn’t working before — where people dropped off, what the business needed, and what you were asked to fix.]
[Who it was for — the people setting up, and what they were trying to get done.]
02 · The approach
Four stages, and a number that sharpens as you go.
The setup is split into four stages across 17 screens. Every answer feeds a Golden Number — a personal forecast that starts as a rough range and gets sharper with each step, so people see the pay-off while they’re still setting up.
- Stage 1[Stage name][What this stage asks, and what the Golden Number reveals.]
- Stage 2[Stage name][What this stage asks, and what the Golden Number reveals.]
- Stage 3[Stage name][What this stage asks, and what the Golden Number reveals.]
- Stage 4[Stage name][What this stage asks, and what the Golden Number reveals.]
03 · Key decisions
Three calls that shaped it.
- 01Show the pay-off earlyThe Golden Number appears from the first answer and sharpens with every step, so the effort feels worth it.
- 02Cut what doesn’t earn its placeOne redundant step removed, keeping the whole setup within 5–15 minutes.
- 03Let motion do the explainingFive motion prototypes to test how the number reveals itself and how each stage hands over to the next.
04 · The screens
One screen per decision.
[Screen — stage 1]
[Screen — stage 2]
[Screen — stage 3]
[Screen — stage 4]
[Caption — what to notice in these screens.]
05 · Outcome
[Headline result.]
[Metric][What it measures, and the before vs after.]
[Metric][What it measures, and the before vs after.]
[Metric][What it measures, and the before vs after.]
06 · Looking back
What I’d carry into the next product.
[One or two sentences on what you learned — about the people, the product or the process — and what you’d do differently.]