Fintech onboarding guide from analysing 15+ YC fintechs including Yotta, Puzzle, Bloom & more.
Earlier this month, I made a post asking if any fintech founder would be interested in having me go through their onboarding to see what they were doing well and what they were missing in terms of best practices. Having assessed over 15 companies, I've gathered the best UX practices to enhance user conversions during the process.
I like to think of onboarding like an emotional rollercoaster; it's crucial to maximize positive experiences and minimize negative ones. So i've categorized my findings into two groups: Benefits, which represent elements to maximize, and Barriers, which involve aspects to minimize.
Benefits
Look deep into your business and find what genuine value it can provide instantly.
Any analogy would be how you choose recommend videos over your watch later on Youtube. We prefer immediately gratification.
Look deep into your business and find what genuine value it can provide instantly.
We focus on bank connections.
So you focus on what matters.
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