Lead designer contributing to several projects for a financial cloud servives app used by thousands of businesses globally. This is a reproduction of a new user acquisition project with all identifying elements removed.
Large Financial Client*
UX Design, Interaction Design, Visual Design
New User Acquisition
Problem Statement:
How might we create a freemium data experience for new customer acquisition to access data sets for a better onboarding experience?
Before
Large Financial Cloud Services Platform had no freemium data experience for new users. Potential new clients would reach out to salespeople requesting access, have to wait 4-5 days for turnaround, and often complain because access had not yet been granted.
Example of Service Blueprint from Project
After
Implemented new responsive form experience for new users to contact a representative for data access through self-serve.
Learnings
Run, walk, crawl. To begin the process of new user onboarding, we have to step into the mind of new users using tools such as CUJs, JTBD, and Service Blueprints.
Brainstorming and Design Thinking workshops are essential to get cross-functional teams to the table. Product, Development, Sales, and UX stakeholders were able to align early to identify pain points and focus areas for sprint alignment.
Next Steps
Launched New User Freemium Data Set self-service user flow and form experience to streamline user onboarding process.
Identified next steps in Product Roadmap in reducing friction and steps in new user onboarding process.