How About That!

Experience hassle-free onboarding

In this case study, we delve into the intricacies of crafting an onboarding experience that redefines simplicity and efficiency. Our team at How About That! joined forces with Sharekhan to revolutionize the way users engage with their financial services from the very first interaction.

Discover how we tackled the challenge of simplifying the onboarding process without compromising on security or compliance. Through user-centric design principles and meticulous attention to detail, we crafted an intuitive journey that guides users effortlessly through account creation, verification, and activation.

Explore how our strategic UX decisions, informed by extensive user research and testing, resulted in a frictionless onboarding experience that delights users and boosts conversion rates. From intuitive form layouts to clear progress indicators, every element was meticulously designed to instil confidence and trust in the platform.

The Problem

Onboarding has been a complex problem especially in the banking and fintech domain. Deloitte study reveals that 38% of customers feel UX is the most important criterion when choosing a digital financial service. Additionally, 26% say that easy enrollment and login is the most important factor. How do we onboard customers with one smart form that instantly activates their Demat, Trading, Bank Account or Insurance Accounts?

The Solution

We partnered with Sharekhan to create an unique onboarding experience that assists the users in account opening at every step, making it a breeze for them to open a single account for all investment tools. The focus was largely to minimize the effort at users end and guide them through the process.

UX Strategy

We toyed with a bunch of UX approaches to onboarding. In our research, we found that the most cumbersome aspect of onboarding is the inability to toggle between the steps thereby not giving them the visibility for the entire process involved in opening an account. Our challenge was to create an interface wherein all the stages of the account opening are visible at once, letting the users toggle from one stage to another effortlessly.