The opportunity
New investors were abandoning onboarding before seeing the value of the platform. Dense language, unclear next steps and a lack of reassurance made an important moment feel intimidating.
Our response
We redesigned the experience around small, reassuring decisions. A progressive onboarding flow, a plain-language portfolio view and timely education made the path forward clear without hiding the depth of the product.
The outcome
- 28% increase in completed onboarding journeys
- A consistent visual system used across web and mobile
- Clearer portfolio signals for new and experienced investors