Client onboarding

Redesigning a multi-step onboarding flow for a wealth management platform.

Financial advisors rely on a wide range of tools to grow their clients' wealth, but those tools are typically fragmented across separate systems. We were engaged to build a platform that centralises our client's operations within a single, refined dashboard.

Our navigation bar organises every tool into logical sub-sections, so users find what they need exactly where they expect it. A wide-context search bar supports discovery throughout.

The client's primary challenge was the sheer volume of information required at sign-up. We resolved this by breaking the process into manageable stages.

Competitor platforms looked dated, which gave us a clear opportunity: a clean, considered design informed by Apple's approach to UX and UI.

Financial tools had sat outside our previous client base, yet we designed a complete platform from the ground up and, working alongside a third-party developer, delivered a fully functioning product ready to onboard its first clients.

Onboarding was where we saw the greatest opportunity to apply our expertise in gamification. Rather than asking users to spend hours entering a thousand values in a single sitting, we divided the process into sections they can return to later, supported by notifications and the ability to skip ahead. What had been an uncomfortable task became a clear, efficient and genuinely helpful experience.

nerd. agency

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