Client would like to have their current onboarding experience for an investment sign up process improved. I worked as UX designer in a 3 person team. I have created a new onboarding experience with clarity and simplicity for investors who is not familiar with digitalized methods. I updated their UI component design using Storybook at the same time. In the same project, I had also re-structured the b2b side of the platform, in order to help save administrator time with less ambiguity.
October 2022 - February, 2023
I collaborated with a team lead and a developer on creating this new onboarding experience, front-side and back-end of the platform
Investors who received a link to apply for investment, they usually faced an overwhelming amount of information. They would need to provide different documents to get reviewed. They also would need to go through different stages in the process.
step-by-step with sectioned form
Different indicators to give user instant feedback about their application stage