15/08/2018

Fintech Onboarding Principles

A major part of the onboarding process is capturing all essential data about the users, from identification and verification to pre-scoring and scoring.

A well-designed process can help users onboard smoothly, by letting them know: 
• where they are in the process, 
• what is already done, 
• what steps they are expected to complete.

Check my dribbble shot: https://dribbble.com/shots/4957240-Fintech-Onboarding-Principles

Sounds interesting? Simplifying onboarding is one of the things we do on daily basis.

Dig deeper and take a read my article: Design for Fintech. 7 Must-have UX Practices You Should Not Miss – for valuable tips on how to boost your user acquisition rates.

16/02/2018

Design for Fintech. 7 Must-have UX Practices You Should Not Miss

Several years of UX experience – in core-banking in a global bank and the fin-tech industry in both London and Poland – led me to create this list. The entries below are absolute must-haves when it comes to fin-tech products.

“We have to think about the customers first” – this is a well-known truth. But how exactly does it influence design thinking?

We need to understand that users bring with them not just their trust and assets, but they are also their experience from traditional banking.

So imagine a traditional banking interaction – visiting a branch, opening the door, chatting with a clerk, proving your identity and talking about your needs to wisely choose a financial product… I bet any of you can replay that journey in your mind. In fact, we can translate it to a digital user journey, reflecting the process almost 1:1. How?

Do read about the process at Netguru blog.

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