Redesigning Onboarding to Reduce Drop-Off

Client

INVSTR

Category

FINTECH

My Role

SENIOR PRODUCT DESIGNER

Timeline

2 WEEKS

Invstr is a fintech app that helps people learn, practice, and invest — especially first-time investors. The original onboarding started with eligibility questions — age, location, etc.
But this came before showing any value. As a result, users dropped off before understanding what the app offered.
There was no clear hook, and no introduction to our strongest features. It felt like a form, not an experience.
Key Outcomes

+26%

increase in onboarding completion

65%

of surveyed new users found the journey “clear and smooth”

2x

more users reached the real banking & investing product

Leading with Value Proposition

Introduces the product's benefits before asking for user input

Showing Product Performance

Builds trust with a track record of outperforming the market

Exposing Premium Features Early

Encourages user to start with the feature that differentiates us

Key User Flow
Early Stages
Mapping out new flow in FigJam
Mapping out new flow in FigJam
Mapping out new flow in FigJam
Old vs. New

Eligibility based onboarding with no product context, and lack of value proposition that is hidden until too late.

Leading with value proposition up front. Beginner friendly UI with tooltips for guidance and realistic portfolio preview

Final Designs